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 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
225+ 2.59% |
$39.7K - $42.1K
|
8.92K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
223+ 13.16% |
$39.3K - $41.7K
|
1.92K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
222+ 10.35% |
$39.2K - $41.5K
|
2.37K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
219+ 1.0% |
$38.6K - $40.9K
|
22.2K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
215+ 2.66% |
$37.9K - $40.2K
|
8.29K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
214+ 2.66% |
$37.8K - $40K
|
8.25K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
211+ 0.46% |
$37.2K - $39.4K
|
45.8K
$8.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
211+ 1.42% |
$37.2K - $39.4K
|
15.1K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
211+ 4.9% |
$37.2K - $39.4K
|
4.52K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
208+ 1.28% |
$36.7K - $38.9K
|
16.5K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
206+ 0.09% |
$36.3K - $38.5K
|
217K
$40.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
205+ 1.55% |
$36.2K - $38.3K
|
13.5K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
204+ 12.41% |
$36K - $38.1K
|
1.85K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
204+ 8.87% |
$36K - $38.1K
|
2.51K
$466K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
203+ 5.71% |
$35.8K - $37.9K
|
3.76K
$699K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
203+ 1.3% |
$35.8K - $37.9K
|
15.8K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
202+ 6.53% |
$35.6K - $37.8K
|
3.29K
$613K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$35.3K - $37.4K
|
200
$37.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
198+ 12.21% |
$34.9K - $37K
|
1.82K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
194+ 12.93% |
$34.2K - $36.3K
|
1.69K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
191+ 1.64% |
$33.7K - $35.7K
|
11.8K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
191+ 3.2% |
$33.7K - $35.7K
|
6.15K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
188+ 11.14% |
$33.2K - $35.1K
|
1.88K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
186+ 1.88% |
$32.8K - $34.8K
|
10.1K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
186+ 1.2% |
$32.8K - $34.8K
|
15.7K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
185+ 0.13% |
$32.6K - $34.6K
|
145K
$27M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
185+ 0.96% |
$32.6K - $34.6K
|
19.5K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
184+ 3.9% |
$32.5K - $34.4K
|
4.9K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
184+ 2.33% |
$32.5K - $34.4K
|
8.09K
$1.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
181+ 9.1% |
$31.9K - $33.8K
|
2.17K
$403K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
181+ 8.12% |
$31.9K - $33.8K
|
2.41K
$448K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
179+ 2.0% |
$31.6K - $33.5K
|
9.15K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
178+ 0.5% |
$31.4K - $33.3K
|
35.8K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
178New |
$31.4K - $33.3K
|
178
$33.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
177+ 13.8% |
$31.2K - $33.1K
|
1.46K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
177New |
$31.2K - $33.1K
|
177
$32.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
171+ 0.86% |
$30.2K - $32K
|
20.1K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
165+ 120.44% |
$29.1K - $30.8K
|
302
$56.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
164+ 10.72% |
$28.9K - $30.7K
|
1.69K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
164+ 8.13% |
$28.9K - $30.7K
|
2.18K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
163+ 8.35% |
$28.8K - $30.5K
|
2.11K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
163+ 0.19% |
$28.8K - $30.5K
|
83.9K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
163New |
$28.8K - $30.5K
|
163
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
162+ 3.65% |
$28.6K - $30.3K
|
4.61K
$857K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
160+ 0.55% |
$28.2K - $29.9K
|
29.2K
$5.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
156+ 1.52% |
$27.5K - $29.2K
|
10.4K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
154New |
$27.2K - $28.8K
|
154
$28.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
154+ 5.36% |
$27.2K - $28.8K
|
3.03K
$563K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
151+ 9.86% |
$26.6K - $28.2K
|
1.68K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
151+ 51.36% |
$26.6K - $28.2K
|
445
$82.8K
|