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 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
380+ 13.49% |
$67K - $71K
|
3.2K
$615K
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
378New |
$66.7K - $70.7K
|
378
$72.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
375+ 6.77% |
$66.2K - $70.1K
|
5.92K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
373+ 5.8% |
$65.8K - $69.7K
|
6.8K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
369+ 4.24% |
$65.1K - $69K
|
9.08K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
363+ 10.55% |
$64K - $67.8K
|
3.8K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
362+ 26.16% |
$63.9K - $67.7K
|
1.75K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
362+ 39.61% |
$63.9K - $67.7K
|
1.28K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
361+ 286.51% |
$63.7K - $67.5K
|
487
$93.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
360+ 10.74% |
$63.5K - $67.3K
|
3.71K
$714K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
360+ 0.5% |
$63.5K - $67.3K
|
72.7K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
360+ 4.33% |
$63.5K - $67.3K
|
8.68K
$1.67M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
360+ 4.33% |
$63.5K - $67.3K
|
8.68K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
350+ 0.63% |
$61.7K - $65.4K
|
55.5K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
350+ 4.1% |
$61.7K - $65.4K
|
8.89K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
350+ 1.82% |
$61.7K - $65.4K
|
19.5K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
331+ 3.3% |
$58.4K - $61.9K
|
10.4K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
326+ 6.55% |
$57.5K - $60.9K
|
5.3K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
325+ 36.97% |
$57.3K - $60.7K
|
1.2K
$232K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
324+ 4.76% |
$57.2K - $60.6K
|
7.13K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
319+ 5.81% |
$56.3K - $59.6K
|
5.81K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
319+ 3.04% |
$56.3K - $59.6K
|
10.8K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
315+ 1.67% |
$55.6K - $58.9K
|
19.2K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
313+ 5.26% |
$55.2K - $58.5K
|
6.27K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
311+ 2.07% |
$54.9K - $58.1K
|
15.3K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
310+ 3.62% |
$54.7K - $57.9K
|
8.88K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
307+ 4.23% |
$54.2K - $57.4K
|
7.57K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
303+ 0.26% |
$53.5K - $56.6K
|
119K
$22.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
295+ 22.85% |
$52K - $55.1K
|
1.59K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
292+ 1.95% |
$51.5K - $54.6K
|
15.3K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
291+ 194.0% |
$51.3K - $54.4K
|
441
$84.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
286New |
$50.5K - $53.5K
|
286
$55K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
284+ 1014.29% |
$50.1K - $53.1K
|
312
$60K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
282+ 3.1% |
$49.8K - $52.7K
|
9.39K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
281+ 8.33% |
$49.6K - $52.5K
|
3.65K
$703K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
280+ 1.47% |
$49.4K - $52.3K
|
19.4K
$3.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
273+ 6.47% |
$48.2K - $51K
|
4.49K
$863K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
270New |
$47.6K - $50.5K
|
270
$51.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
267+ 83.44% |
$47.1K - $49.9K
|
587
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
261+ 1.8% |
$46K - $48.8K
|
14.7K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
258+ 4.36% |
$45.5K - $48.2K
|
6.18K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
257+ 5.67% |
$45.3K - $48K
|
4.79K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
252+ 16.07% |
$44.5K - $47.1K
|
1.82K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
251+ 14.87% |
$44.3K - $46.9K
|
1.94K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
244+ 3.05% |
$43K - $45.6K
|
8.25K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
244+ 4.6% |
$43K - $45.6K
|
5.55K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
243+ 6.1% |
$42.9K - $45.4K
|
4.23K
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
241New |
$42.5K - $45K
|
241
$46.3K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
239+ 0.96% |
$42.2K - $44.7K
|
25K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
239+ 0.64% |
$42.2K - $44.7K
|
37.7K
$7.25M
|