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 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.5K- 22.31% |
$442K - $468K
|
8.72K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.55K- 4.91% |
$449K - $476K
|
49.3K
$9.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.56K- 1.64% |
$451K - $478K
|
153K
$28.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.58K- 5.19% |
$456K - $483K
|
47.2K
$8.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.6K- 44.65% |
$459K - $486K
|
3.22K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.61K- 10.68% |
$460K - $487K
|
21.8K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.75K- 99.93% |
$485K - $514K
|
2
$368
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 3.4% |
$492K - $522K
|
79.2K
$14.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.87K- 4.09% |
$507K - $537K
|
67.4K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.9K- 4.95% |
$512K - $542K
|
55.7K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.02K- 2.61% |
$532K - $564K
|
112K
$20.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.03K- 34.99% |
$534K - $566K
|
5.63K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.06K- 6.1% |
$539K - $571K
|
47K
$8.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.11K- 0.53% |
$548K - $581K
|
588K
$108M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.13K- 2.28% |
$553K - $586K
|
134K
$24.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.18K- 61.7% |
$560K - $594K
|
1.97K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.18K- 31.68% |
$562K - $595K
|
6.86K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.22K- 1.93% |
$567K - $601K
|
163K
$30.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.26K- 11.33% |
$576K - $610K
|
25.5K
$4.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.43K- 10.56% |
$606K - $642K
|
29.1K
$5.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.63K- 18.62% |
$640K - $678K
|
15.8K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.69K- 8.47% |
$651K - $690K
|
39.9K
$7.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3.7K- 6.32% |
$653K - $692K
|
54.8K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.75K- 9.33% |
$662K - $702K
|
36.5K
$6.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.8K- 1.12% |
$671K - $711K
|
334K
$61.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.81K- 6.29% |
$672K - $712K
|
56.7K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.95K- 1.21% |
$697K - $738K
|
324K
$59.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.96K- 45.13% |
$698K - $739K
|
4.81K
$884K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.02K- 99.7% |
$709K - $751K
|
12
$2.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.17K- 20.35% |
$736K - $780K
|
16.3K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-4.22K- 47.59% |
$744K - $789K
|
4.65K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.29K- 22.45% |
$757K - $802K
|
14.8K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.32K- 28.1% |
$762K - $807K
|
11.1K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-4.34K- 9.42% |
$766K - $812K
|
41.8K
$7.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.7K- 25.16% |
$829K - $878K
|
14K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.92K- 13.15% |
$867K - $919K
|
32.5K
$5.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.99K- 1.24% |
$880K - $932K
|
396K
$72.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5.08K- 4.37% |
$897K - $950K
|
111K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.1K- 1.03% |
$899K - $953K
|
490K
$90.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.28K- 18.72% |
$931K - $986K
|
22.9K
$4.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.31K- 15.26% |
$936K - $992K
|
29.5K
$5.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.31K- 6.02% |
$937K - $992K
|
82.9K
$15.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.35K- 56.69% |
$943K - $999K
|
4.08K
$751K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5.4K- 8.16% |
$953K - $1.01M
|
60.8K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.5K- 28.58% |
$971K - $1.03M
|
13.7K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.5K- 2.58% |
$971K - $1.03M
|
208K
$38.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.54K- 2.31% |
$978K - $1.04M
|
234K
$43M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.66K- 4.23% |
$998K - $1.06M
|
128K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.7K- 2.74% |
$1.01M - $1.07M
|
203K
$37.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.83K- 6.26% |
$1.03M - $1.09M
|
87.3K
$16M
|