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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-47- 0.75% |
$8.29K - $8.78K
|
6.23K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-48- 2.64% |
$8.47K - $8.97K
|
1.77K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-56- 4.22% |
$9.88K - $10.5K
|
1.27K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 3.91% |
$10.1K - $10.7K
|
1.4K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-59- 3.66% |
$10.4K - $11K
|
1.55K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 62.38% |
$11.1K - $11.8K
|
38
$6.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-63- 0.78% |
$11.1K - $11.8K
|
7.97K
$1.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-63- 1.71% |
$11.1K - $11.8K
|
3.62K
$662K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-64- 5.19% |
$11.3K - $12K
|
1.17K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-67- 1.78% |
$11.8K - $12.5K
|
3.69K
$674K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-68- 2.79% |
$12K - $12.7K
|
2.37K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-71- 4.66% |
$12.5K - $13.3K
|
1.45K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-76- 4.79% |
$13.4K - $14.2K
|
1.51K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-96- 0.07% |
$16.9K - $17.9K
|
134K
$24.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-97- 0.84% |
$17.1K - $18.1K
|
11.4K
$2.09M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-99- 1.26% |
$17.5K - $18.5K
|
7.73K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-104- 0.81% |
$18.3K - $19.4K
|
12.8K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-105- 0.25% |
$18.5K - $19.6K
|
41.6K
$7.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-106- 3.93% |
$18.7K - $19.8K
|
2.59K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-108- 3.76% |
$19.1K - $20.2K
|
2.77K
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-111- 1.07% |
$19.6K - $20.7K
|
10.2K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-111- 1.76% |
$19.6K - $20.7K
|
6.21K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-114- 3.07% |
$20.1K - $21.3K
|
3.6K
$659K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-116- 0.66% |
$20.5K - $21.7K
|
17.5K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-119- 2.4% |
$21K - $22.2K
|
4.83K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-120- 4.0% |
$21.2K - $22.4K
|
2.88K
$526K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-122- 5.67% |
$21.5K - $22.8K
|
2.03K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-126- 7.22% |
$22.2K - $23.6K
|
1.62K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-127- 9.75% |
$22.4K - $23.7K
|
1.18K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-134- 6.6% |
$23.6K - $25K
|
1.9K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-141- 10.96% |
$24.9K - $26.4K
|
1.15K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-143- 1.4% |
$25.2K - $26.7K
|
10.1K
$1.84M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-147- 39.52% |
$25.9K - $27.5K
|
225
$41.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-148- 10.16% |
$26.1K - $27.7K
|
1.31K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-149- 19.48% |
$26.3K - $27.8K
|
616
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150- 9.04% |
$26.5K - $28K
|
1.51K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-160- 0.9% |
$28.2K - $29.9K
|
17.6K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-161- 1.52% |
$28.4K - $30.1K
|
10.5K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-162- 5.52% |
$28.6K - $30.3K
|
2.77K
$507K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-164- 10.5% |
$28.9K - $30.7K
|
1.4K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-165- 0.23% |
$29.1K - $30.8K
|
70.7K
$12.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-166- 54.79% |
$29.3K - $31K
|
137
$25.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-170- 1.59% |
$30K - $31.8K
|
10.6K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-172- 1.42% |
$30.3K - $32.1K
|
11.9K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-172- 0.49% |
$30.3K - $32.1K
|
34.7K
$6.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-185- 1.25% |
$32.6K - $34.6K
|
14.6K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-187- 2.72% |
$33K - $35K
|
6.68K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-197- 2.0% |
$34.8K - $36.8K
|
9.68K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-210- 37.57% |
$37K - $39.3K
|
349
$63.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-213- 0.24% |
$37.6K - $39.8K
|
90.4K
$16.5M
|