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 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
360+ 4.33% |
$63.5K - $67.3K
|
8.68K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
350+ 0.63% |
$61.7K - $65.4K
|
55.5K
$9.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
350+ 4.1% |
$61.7K - $65.4K
|
8.89K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
350+ 1.82% |
$61.7K - $65.4K
|
19.5K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
331+ 3.3% |
$58.4K - $61.9K
|
10.4K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
326+ 6.55% |
$57.5K - $60.9K
|
5.3K
$939K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
325+ 36.97% |
$57.3K - $60.7K
|
1.2K
$213K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
324+ 4.76% |
$57.2K - $60.6K
|
7.13K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
319+ 5.81% |
$56.3K - $59.6K
|
5.81K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
319+ 3.04% |
$56.3K - $59.6K
|
10.8K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
315+ 1.67% |
$55.6K - $58.9K
|
19.2K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
313+ 5.26% |
$55.2K - $58.5K
|
6.27K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
311+ 2.07% |
$54.9K - $58.1K
|
15.3K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
310+ 3.62% |
$54.7K - $57.9K
|
8.88K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
307+ 4.23% |
$54.2K - $57.4K
|
7.57K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
303+ 0.26% |
$53.5K - $56.6K
|
119K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
295+ 22.85% |
$52K - $55.1K
|
1.59K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
292+ 1.95% |
$51.5K - $54.6K
|
15.3K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
291+ 194.0% |
$51.3K - $54.4K
|
441
$78.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
286New |
$50.5K - $53.5K
|
286
$50.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
284+ 1014.29% |
$50.1K - $53.1K
|
312
$55.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
282+ 3.1% |
$49.8K - $52.7K
|
9.39K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
281+ 8.33% |
$49.6K - $52.5K
|
3.65K
$647K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
280+ 1.47% |
$49.4K - $52.3K
|
19.4K
$3.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
273+ 6.47% |
$48.2K - $51K
|
4.49K
$795K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
270New |
$47.6K - $50.5K
|
270
$47.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
267+ 83.44% |
$47.1K - $49.9K
|
587
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
261+ 1.8% |
$46K - $48.8K
|
14.7K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
258+ 4.36% |
$45.5K - $48.2K
|
6.18K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
257+ 5.67% |
$45.3K - $48K
|
4.79K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
252+ 16.07% |
$44.5K - $47.1K
|
1.82K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
251+ 14.87% |
$44.3K - $46.9K
|
1.94K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
244+ 3.05% |
$43K - $45.6K
|
8.25K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
244+ 4.6% |
$43K - $45.6K
|
5.55K
$982K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
243+ 6.1% |
$42.9K - $45.4K
|
4.23K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
241New |
$42.5K - $45K
|
241
$42.7K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
239+ 0.96% |
$42.2K - $44.7K
|
25K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
239+ 0.64% |
$42.2K - $44.7K
|
37.7K
$6.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
236+ 57.99% |
$41.6K - $44.1K
|
643
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
234+ 7.85% |
$41.3K - $43.7K
|
3.21K
$569K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
231+ 4.93% |
$40.8K - $43.2K
|
4.92K
$871K
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
230+ 4.42% |
$40.6K - $43K
|
5.44K
$962K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
228+ 1.06% |
$40.2K - $42.6K
|
21.7K
$3.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
227New |
$40K - $42.4K
|
227
$40.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
226New |
$39.9K - $42.2K
|
226
$40K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
225+ 2.59% |
$39.7K - $42.1K
|
8.92K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
223+ 13.16% |
$39.3K - $41.7K
|
1.92K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
222+ 10.35% |
$39.2K - $41.5K
|
2.37K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
219+ 1.0% |
$38.6K - $40.9K
|
22.2K
$3.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
215+ 2.66% |
$37.9K - $40.2K
|
8.29K
$1.47M
|