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
|
Rhs Financial, LLC
|
SELL
|
- |
-852- 4.55% |
$150K - $159K
|
17.9K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-853- 9.42% |
$150K - $159K
|
8.21K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-864- 7.47% |
$152K - $161K
|
10.7K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-873- 1.18% |
$154K - $163K
|
72.8K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-908- 6.39% |
$160K - $170K
|
13.3K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-924- 16.3% |
$163K - $173K
|
4.75K
$872K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-942- 2.94% |
$166K - $176K
|
31.1K
$5.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-944- 3.96% |
$167K - $176K
|
22.9K
$4.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-984- 46.11% |
$174K - $184K
|
1.15K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-999- 4.48% |
$176K - $187K
|
21.3K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.03K- 0.99% |
$182K - $193K
|
103K
$18.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.04K- 4.63% |
$183K - $194K
|
21.4K
$3.94M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.06K- 26.32% |
$187K - $198K
|
2.97K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.07K- 2.71% |
$188K - $199K
|
38.2K
$7.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.07K- 1.38% |
$189K - $201K
|
76.9K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.08K- 40.88% |
$191K - $202K
|
1.56K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.15K- 0.7% |
$203K - $215K
|
164K
$30.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.16K- 7.46% |
$205K - $217K
|
14.4K
$2.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 29.5% |
$206K - $219K
|
2.8K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.24K- 27.4% |
$219K - $232K
|
3.28K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.26K- 8.17% |
$222K - $235K
|
14.2K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.27K- 7.67% |
$224K - $237K
|
15.2K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 1.3% |
$230K - $244K
|
99.5K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.37K- 1.39% |
$242K - $256K
|
97K
$17.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 6.92% |
$279K - $296K
|
21.3K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.69K- 7.84% |
$298K - $316K
|
19.9K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.7K- 10.89% |
$300K - $318K
|
13.9K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.71K- 3.62% |
$301K - $319K
|
45.5K
$8.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.72K- 3.47% |
$303K - $321K
|
47.7K
$8.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.79K- 9.31% |
$315K - $334K
|
17.4K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.82K- 2.82% |
$321K - $340K
|
62.8K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.83K- 1.86% |
$323K - $343K
|
96.6K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.9K- 1.45% |
$335K - $355K
|
129K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.93K- 1.21% |
$340K - $360K
|
157K
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.95K- 10.66% |
$343K - $364K
|
16.3K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.95K- 3.26% |
$343K - $364K
|
57.8K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.96K- 10.41% |
$346K - $366K
|
16.9K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.97K- 8.19% |
$348K - $368K
|
22.1K
$4.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.01K- 12.89% |
$355K - $376K
|
13.6K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.02K- 1.7% |
$356K - $377K
|
117K
$21.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.02K- 1.35% |
$357K - $378K
|
148K
$27.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.04K- 13.16% |
$359K - $380K
|
13.4K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.05K- 2.87% |
$361K - $382K
|
69.2K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.14K- 1.11% |
$378K - $400K
|
190K
$35M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.16K- 1.51% |
$381K - $403K
|
141K
$25.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.17K- 48.34% |
$384K - $406K
|
2.32K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.19K- 1.13% |
$386K - $409K
|
192K
$35.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.27K- 3.7% |
$400K - $424K
|
59K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.28K- 2.38% |
$401K - $425K
|
93.5K
$17.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.31K- 0.98% |
$408K - $432K
|
234K
$43M
|