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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
573New |
$101K - $107K
|
573
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
572New |
$101K - $107K
|
572
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
563+ 1.48% |
$99.3K - $105K
|
38.5K
$6.81M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
561+ 7.08% |
$99K - $105K
|
8.49K
$1.5M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
541+ 6.11% |
$95.4K - $101K
|
9.4K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
540+ 1.88% |
$95.3K - $101K
|
29.3K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
517New |
$91.2K - $96.6K
|
517
$91.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
516+ 0.2% |
$91K - $96.4K
|
263K
$46.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
513+ 0.33% |
$90.5K - $95.9K
|
158K
$27.9M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
502+ 1.8% |
$88.6K - $93.8K
|
28.4K
$5.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
496+ 1.35% |
$87.5K - $92.7K
|
37.1K
$6.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
495+ 5.4% |
$87.3K - $92.5K
|
9.65K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
487+ 3.02% |
$85.9K - $91K
|
16.6K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
487+ 9.01% |
$85.9K - $91K
|
5.89K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
483+ 7.79% |
$85.2K - $90.3K
|
6.68K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
482+ 2.86% |
$85K - $90.1K
|
17.3K
$3.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
479+ 60.86% |
$84.5K - $89.5K
|
1.27K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
462+ 10.08% |
$81.5K - $86.4K
|
5.05K
$894K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
458+ 4.34% |
$80.8K - $85.6K
|
11K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
455+ 17.98% |
$80.3K - $85K
|
2.99K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
453+ 0.55% |
$79.9K - $84.7K
|
82.7K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
451+ 0.74% |
$79.6K - $84.3K
|
61.8K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
451+ 9.38% |
$79.6K - $84.3K
|
5.26K
$931K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
451+ 7.15% |
$79.6K - $84.3K
|
6.76K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
444+ 7.41% |
$78.3K - $83K
|
6.44K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
441New |
$77.8K - $82.4K
|
441
$78.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
435+ 0.63% |
$76.7K - $81.3K
|
69.5K
$12.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
415New |
$73.2K - $77.6K
|
415
$73.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
413New |
$72.9K - $77.2K
|
413
$73.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
413+ 0.75% |
$72.9K - $77.2K
|
55.2K
$9.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
412+ 15.56% |
$72.7K - $77K
|
3.06K
$542K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
412+ 3.78% |
$72.7K - $77K
|
11.3K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
404+ 3.24% |
$71.3K - $75.5K
|
12.9K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
397+ 28.96% |
$70K - $74.2K
|
1.77K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
394New |
$69.5K - $73.6K
|
394
$69.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
390+ 0.66% |
$68.8K - $72.9K
|
59.3K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
387+ 2.77% |
$68.3K - $72.3K
|
14.4K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
383New |
$67.6K - $71.6K
|
383
$67.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
382+ 11.68% |
$67.4K - $71.4K
|
3.65K
$647K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
382+ 0.63% |
$67.4K - $71.4K
|
60.7K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
380+ 13.49% |
$67K - $71K
|
3.2K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
375+ 6.77% |
$66.2K - $70.1K
|
5.92K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
373+ 5.8% |
$65.8K - $69.7K
|
6.8K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
369+ 4.24% |
$65.1K - $69K
|
9.08K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
363+ 10.55% |
$64K - $67.8K
|
3.8K
$673K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
362+ 26.16% |
$63.9K - $67.7K
|
1.75K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
362+ 39.61% |
$63.9K - $67.7K
|
1.28K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
361+ 286.51% |
$63.7K - $67.5K
|
487
$86.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
360+ 10.74% |
$63.5K - $67.3K
|
3.71K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
360+ 0.5% |
$63.5K - $67.3K
|
72.7K
$12.9M
|