Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA QUALITY FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.24KNew |
$219K - $232K
|
1.24K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.24K+ 41.54% |
$219K - $232K
|
4.23K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 5.64% |
$218K - $231K
|
23.2K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.22KNew |
$215K - $228K
|
1.22K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$215K - $228K
|
1.22K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.21KNew |
$214K - $227K
|
1.21K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.21K+ 4.2% |
$213K - $226K
|
30K
$5.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.21K+ 6.27% |
$213K - $225K
|
20.4K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.2K+ 34.11% |
$212K - $225K
|
4.73K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.18K+ 1.21% |
$209K - $221K
|
99.2K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.18KNew |
$208K - $221K
|
1.18K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.18KNew |
$208K - $220K
|
1.18K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.17KNew |
$206K - $218K
|
1.17K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.17K+ 5.14% |
$206K - $218K
|
23.9K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.16K+ 17.99% |
$205K - $218K
|
7.63K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.16K+ 2.52% |
$205K - $217K
|
47.1K
$8.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.15KNew |
$203K - $215K
|
1.15K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.15K+ 0.63% |
$203K - $215K
|
185K
$32.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
1.14KNew |
$201K - $213K
|
1.14K
$201K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.14KNew |
$200K - $212K
|
1.14K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.13K+ 9.42% |
$198K - $210K
|
13.1K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.12K+ 37.35% |
$198K - $210K
|
4.12K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.12K+ 2.02% |
$197K - $209K
|
56.6K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.11K+ 8.96% |
$196K - $208K
|
13.5K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.11K+ 22.77% |
$196K - $207K
|
5.98K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 0.35% |
$195K - $206K
|
316K
$56M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 5.39% |
$194K - $206K
|
21.5K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 13.64% |
$194K - $205K
|
9.14K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 4.73% |
$191K - $202K
|
23.9K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 14.05% |
$191K - $202K
|
8.77K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.07K+ 5.07% |
$188K - $199K
|
22.1K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.06K+ 9.02% |
$187K - $198K
|
12.8K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.05K+ 6.1% |
$185K - $196K
|
18.2K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.03K+ 2.87% |
$182K - $193K
|
36.9K
$6.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 4.5% |
$181K - $192K
|
23.9K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 3.66% |
$180K - $191K
|
29K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.02K+ 1.07% |
$180K - $190K
|
96K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.02KNew |
$179K - $190K
|
1.02K
$180K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.02K+ 8.42% |
$179K - $190K
|
13.1K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
991+ 10.54% |
$175K - $185K
|
10.4K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
981New |
$173K - $183K
|
981
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
980+ 2.33% |
$173K - $183K
|
43K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
971New |
$171K - $181K
|
971
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
960+ 0.89% |
$169K - $179K
|
109K
$19.3M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
955+ 8.38% |
$168K - $178K
|
12.4K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
953+ 3.9% |
$168K - $178K
|
25.4K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
926+ 3.0% |
$163K - $173K
|
31.8K
$5.64M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
926+ 1.06% |
$163K - $173K
|
88.4K
$15.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
915+ 29.25% |
$161K - $171K
|
4.04K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
907+ 8.48% |
$160K - $170K
|
11.6K
$2.06M
|