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
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
303+ 0.26% |
$53.5K - $56.6K
|
119K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
295+ 22.85% |
$52K - $55.1K
|
1.59K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
292+ 1.95% |
$51.5K - $54.6K
|
15.3K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
291+ 194.0% |
$51.3K - $54.4K
|
441
$76.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
286New |
$50.5K - $53.5K
|
286
$49.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
284+ 1014.29% |
$50.1K - $53.1K
|
312
$53.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
282+ 3.1% |
$49.8K - $52.7K
|
9.39K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
281+ 8.33% |
$49.6K - $52.5K
|
3.65K
$631K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
280+ 1.47% |
$49.4K - $52.3K
|
19.4K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
273+ 6.47% |
$48.2K - $51K
|
4.49K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
270New |
$47.6K - $50.5K
|
270
$46.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
267+ 83.44% |
$47.1K - $49.9K
|
587
$101K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
261+ 1.8% |
$46K - $48.8K
|
14.7K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
258+ 4.36% |
$45.5K - $48.2K
|
6.18K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
257+ 5.67% |
$45.3K - $48K
|
4.79K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
252+ 16.07% |
$44.5K - $47.1K
|
1.82K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
251+ 14.87% |
$44.3K - $46.9K
|
1.94K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
244+ 3.05% |
$43K - $45.6K
|
8.25K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
244+ 4.6% |
$43K - $45.6K
|
5.55K
$957K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
243+ 6.1% |
$42.9K - $45.4K
|
4.23K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
241New |
$42.5K - $45K
|
241
$41.6K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
239+ 0.96% |
$42.2K - $44.7K
|
25K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
239+ 0.64% |
$42.2K - $44.7K
|
37.7K
$6.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
236+ 57.99% |
$41.6K - $44.1K
|
643
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
234+ 7.85% |
$41.3K - $43.7K
|
3.21K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
231+ 4.93% |
$40.8K - $43.2K
|
4.92K
$849K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
228+ 1.06% |
$40.2K - $42.6K
|
21.7K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
227New |
$40K - $42.4K
|
227
$39.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
226New |
$39.9K - $42.2K
|
226
$39K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
225+ 2.59% |
$39.7K - $42.1K
|
8.92K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
223+ 13.16% |
$39.3K - $41.7K
|
1.92K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
222+ 10.35% |
$39.2K - $41.5K
|
2.37K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
219+ 1.0% |
$38.6K - $40.9K
|
22.2K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
215+ 2.66% |
$37.9K - $40.2K
|
8.29K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
214+ 2.66% |
$37.8K - $40K
|
8.25K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
211+ 0.46% |
$37.2K - $39.4K
|
45.8K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
211+ 1.42% |
$37.2K - $39.4K
|
15.1K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
211+ 4.9% |
$37.2K - $39.4K
|
4.52K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
208+ 1.28% |
$36.7K - $38.9K
|
16.5K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
206+ 0.09% |
$36.3K - $38.5K
|
217K
$37.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
205+ 1.55% |
$36.2K - $38.3K
|
13.5K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
204+ 12.41% |
$36K - $38.1K
|
1.85K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
204+ 8.87% |
$36K - $38.1K
|
2.51K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
203+ 5.71% |
$35.8K - $37.9K
|
3.76K
$648K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
203+ 1.3% |
$35.8K - $37.9K
|
15.8K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
202+ 6.53% |
$35.6K - $37.8K
|
3.29K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
198+ 12.21% |
$34.9K - $37K
|
1.82K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
194+ 12.93% |
$34.2K - $36.3K
|
1.69K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
191+ 1.64% |
$33.7K - $35.7K
|
11.8K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
191+ 3.2% |
$33.7K - $35.7K
|
6.15K
$1.06M
|