Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

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
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
112
New
$19.8K - $20.9K
112 $19.3K
Jan 23, 2025 Q4 2024
Clarity Financial LLC

BUY
 -
112
+ 2.38%
$19.8K - $20.9K
4.82K $831K
Feb 14, 2025 Q4 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
112
+ 2.1%
$19.8K - $20.9K
5.45K $940K
Jan 23, 2025 Q4 2024
Manning & Napier Advisors LLC

Fairport, NY
BUY
 -
111
+ 5.06%
$19.6K - $20.7K
2.31K $398K
Feb 14, 2025 Q4 2024
S&T Bank

Indiana, PA
BUY
 -
110
New
$19.4K - $20.6K
110 $19K
Feb 07, 2025 Q4 2024
Hm Payson & CO

Portland, ME
BUY
 -
107
+ 9.17%
$18.9K - $20K
1.27K $220K
Jan 24, 2025 Q4 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
104
+ 0.26%
$18.3K - $19.4K
39.7K $6.85M
Jan 17, 2025 Q4 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
101
+ 5.82%
$17.8K - $18.9K
1.84K $317K
Feb 13, 2025 Q4 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
100
New
$17.6K - $18.7K
100 $17.3K
Jan 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
96
+ 246.15%
$16.9K - $17.9K
135 $23.3K
Jan 16, 2025 Q4 2024
Alpha Cubed Investments, LLC

BUY
 -
91
+ 3.19%
$16.1K - $17K
2.94K $508K
Jan 16, 2025 Q4 2024
Amplius Wealth Advisors, LLC

BUY
 -
86
+ 0.89%
$15.2K - $16.1K
9.72K $1.68M
Feb 11, 2025 Q4 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
84
+ 6.53%
$14.8K - $15.7K
1.37K $237K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
83
New
$14.6K - $15.5K
83 $14.3K
Feb 11, 2025 Q4 2024
Whittier Trust CO

BUY
 -
82
+ 63.08%
$14.5K - $15.3K
212 $36.6K
Feb 14, 2025 Q4 2024
Vista Investment Management

Pittsburgh, PA
BUY
 -
81
+ 0.25%
$14.3K - $15.1K
32.4K $5.6M
Jan 17, 2025 Q4 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
80
+ 1.37%
$14.1K - $15K
5.91K $1.02M
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
78
+ 3.95%
$13.8K - $14.6K
2.05K $354K
Feb 13, 2025 Q4 2024
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
78
+ 3.75%
$13.8K - $14.6K
2.16K $372K
Feb 13, 2025 Q4 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
76
+ 6.58%
$13.4K - $14.2K
1.23K $212K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
75
New
$13.2K - $14K
75 $12.9K
Jan 16, 2025 Q4 2024
Farrell Financial LLC

Orchard Park, NY
BUY
 -
75
+ 0.39%
$13.2K - $14K
19.5K $3.37M
Jan 23, 2025 Q4 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
74
+ 0.86%
$13.1K - $13.8K
8.72K $1.5M
Feb 11, 2025 Q4 2024
Fortis Capital Management LLC

BUY
 -
73
+ 0.3%
$12.9K - $13.6K
24.5K $4.23M
Feb 28, 2025 Q4 2024
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
73
New
$12.9K - $13.6K
73 $12.6K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
72
+ 1.03%
$12.7K - $13.5K
7.03K $1.21M
Feb 12, 2025 Q4 2024
Private Portfolio Partners LLC

BUY
 -
68
+ 1.69%
$12K - $12.7K
4.1K $707K
Jan 22, 2025 Q4 2024
Sheridan Capital Management, LLC

San Rafael, CA
BUY
 -
66
+ 0.58%
$11.6K - $12.3K
11.5K $1.99M
Feb 11, 2025 Q4 2024
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
66
+ 2.93%
$11.6K - $12.3K
2.32K $400K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
65
+ 11.52%
$11.5K - $12.1K
629 $109K
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
59
+ 4.99%
$10.4K - $11K
1.24K $214K
Jan 29, 2025 Q4 2024
Bristlecone Advisors, LLC

BUY
 -
59
+ 0.34%
$10.4K - $11K
17.2K $2.97M
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
55
+ 3.29%
$9.7K - $10.3K
1.73K $298K
Feb 12, 2025 Q4 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
55
+ 7.63%
$9.7K - $10.3K
776 $134K
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
52
New
$9.17K - $9.72K
52 $8.97K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
50
+ 7.94%
$8.82K - $9.35K
680 $117K
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
50
+ 1000.0%
$8.82K - $9.35K
55 $9.49K
Jan 14, 2025 Q4 2024
Carnegie Capital Asset Management, LLC

BUY
 -
48
+ 0.42%
$8.47K - $8.97K
11.4K $1.98M
Feb 03, 2025 Q4 2024
Forvis Wealth Advisors, LLC

BUY
 -
48
+ 2.09%
$8.47K - $8.97K
2.34K $404K
Feb 06, 2025 Q4 2024
Pfg Private Wealth Management, LLC

BUY
 -
46
+ 0.16%
$8.12K - $8.6K
28.5K $4.92M
Jan 27, 2025 Q4 2024
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
45
+ 1.56%
$7.94K - $8.41K
2.93K $505K
Feb 11, 2025 Q4 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
45
+ 18.83%
$7.94K - $8.41K
284 $49K
Jan 29, 2025 Q4 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
44
New
$7.76K - $8.22K
44 $7.59K
Feb 10, 2025 Q4 2024
Atala Financial Inc

Calabasas, CA
BUY
 -
44
New
$7.76K - $8.22K
44 $7.59K
Jan 17, 2025 Q4 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
41
+ 4.7%
$7.23K - $7.66K
913 $158K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
40
+ 2.09%
$7.06K - $7.48K
1.95K $337K
Feb 05, 2025 Q4 2024
Glassman Wealth Services

BUY
 -
40
New
$7.06K - $7.48K
40 $6.9K
Feb 10, 2025 Q4 2024
Black Diamond Wealth Management Inc.

BUY
 -
39
+ 0.27%
$6.88K - $7.29K
14.6K $2.52M
Feb 05, 2025 Q4 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
38
+ 1.59%
$6.7K - $7.1K
2.43K $419K

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