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 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
188+ 11.14% |
$33.2K - $35.1K
|
1.88K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
186+ 1.88% |
$32.8K - $34.8K
|
10.1K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
186+ 1.2% |
$32.8K - $34.8K
|
15.7K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
185+ 0.13% |
$32.6K - $34.6K
|
145K
$25M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
185+ 0.96% |
$32.6K - $34.6K
|
19.5K
$3.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
184+ 3.9% |
$32.5K - $34.4K
|
4.9K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
184+ 2.33% |
$32.5K - $34.4K
|
8.09K
$1.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
181+ 9.1% |
$31.9K - $33.8K
|
2.17K
$374K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
181+ 8.12% |
$31.9K - $33.8K
|
2.41K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
179+ 2.0% |
$31.6K - $33.5K
|
9.15K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
178+ 0.5% |
$31.4K - $33.3K
|
35.8K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
178New |
$31.4K - $33.3K
|
178
$30.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
177+ 13.8% |
$31.2K - $33.1K
|
1.46K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
177New |
$31.2K - $33.1K
|
177
$30.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
171+ 0.86% |
$30.2K - $32K
|
20.1K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
165+ 120.44% |
$29.1K - $30.8K
|
302
$52.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
164+ 10.72% |
$28.9K - $30.7K
|
1.69K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
164+ 8.13% |
$28.9K - $30.7K
|
2.18K
$376K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
163+ 8.35% |
$28.8K - $30.5K
|
2.11K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
163+ 0.19% |
$28.8K - $30.5K
|
83.9K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
163New |
$28.8K - $30.5K
|
163
$28.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
162+ 3.65% |
$28.6K - $30.3K
|
4.61K
$795K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
160+ 0.55% |
$28.2K - $29.9K
|
29.2K
$5.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
156+ 1.52% |
$27.5K - $29.2K
|
10.4K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
154New |
$27.2K - $28.8K
|
154
$26.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
154+ 5.36% |
$27.2K - $28.8K
|
3.03K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
151+ 9.86% |
$26.6K - $28.2K
|
1.68K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
151+ 51.36% |
$26.6K - $28.2K
|
445
$76.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
148+ 6.78% |
$26.1K - $27.7K
|
2.33K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
143New |
$25.2K - $26.7K
|
143
$24.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
142+ 4.5% |
$25.1K - $26.5K
|
3.3K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
141+ 148.42% |
$24.9K - $26.4K
|
236
$40.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
139+ 77.22% |
$24.5K - $26K
|
319
$55.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
139+ 5.73% |
$24.5K - $26K
|
2.56K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
138+ 114.05% |
$24.3K - $25.8K
|
259
$44.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
133New |
$23.5K - $24.9K
|
133
$23K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
133+ 8.48% |
$23.5K - $24.9K
|
1.7K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
132+ 7.89% |
$23.3K - $24.7K
|
1.81K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
131New |
$23.1K - $24.5K
|
131
$22.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
131+ 0.41% |
$23.1K - $24.5K
|
31.8K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
130+ 51.38% |
$22.9K - $24.3K
|
383
$66.1K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
129+ 0.72% |
$22.8K - $24.1K
|
18.1K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
127New |
$22.4K - $23.7K
|
127
$21.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
127+ 9.95% |
$22.4K - $23.7K
|
1.4K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
125+ 33.78% |
$22.1K - $23.4K
|
495
$85.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
116+ 2.55% |
$20.5K - $21.7K
|
4.67K
$806K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
115+ 0.74% |
$20.3K - $21.5K
|
15.7K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
115+ 2.2% |
$20.3K - $21.5K
|
5.35K
$923K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
113+ 3.69% |
$19.9K - $21.1K
|
3.18K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
112+ 1120.0% |
$19.8K - $20.9K
|
122
$21.1K
|