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 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
11.3K+ 22.03% |
$2M - $2.12M
|
62.7K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.9K+ 90.99% |
$1.92M - $2.03M
|
22.8K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.3K+ 18.15% |
$1.83M - $1.93M
|
67.4K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10.2KNew |
$1.81M - $1.91M
|
10.2K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10K+ 48.84% |
$1.77M - $1.87M
|
30.6K
$5.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
9.68K+ 9.77% |
$1.71M - $1.81M
|
109K
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.62K+ 4.57% |
$1.7M - $1.8M
|
220K
$40.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.46KNew |
$1.67M - $1.77M
|
9.46K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
9.38KNew |
$1.65M - $1.75M
|
9.38K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.13KNew |
$1.61M - $1.71M
|
9.13K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.12K+ 2.2% |
$1.61M - $1.7M
|
424K
$77.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
8.93K+ 37.18% |
$1.57M - $1.67M
|
32.9K
$6.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
8.61KNew |
$1.52M - $1.61M
|
8.61K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.07KNew |
$1.42M - $1.51M
|
8.07K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.94K+ 15.96% |
$1.4M - $1.48M
|
57.7K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
7.71KNew |
$1.36M - $1.44M
|
7.71K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.62K+ 10.19% |
$1.35M - $1.43M
|
82.5K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
7.5KNew |
$1.32M - $1.4M
|
7.5K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.48K+ 1.91% |
$1.32M - $1.4M
|
399K
$73.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.46K+ 2.24% |
$1.32M - $1.39M
|
340K
$62.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.71KNew |
$1.18M - $1.25M
|
6.71K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.49K+ 180.94% |
$1.14M - $1.21M
|
10.1K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.37K+ 1.93% |
$1.12M - $1.19M
|
335K
$61.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.25K+ 41.06% |
$1.1M - $1.17M
|
21.5K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.17K+ 2.4% |
$1.09M - $1.15M
|
263K
$48.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
6.14K+ 8.35% |
$1.08M - $1.15M
|
79.7K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
6KNew |
$1.06M - $1.12M
|
6K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.84KNew |
$1.03M - $1.09M
|
5.84K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.72K+ 11.59% |
$1.01M - $1.07M
|
55.1K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5.64KNew |
$994K - $1.05M
|
5.64K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.51KNew |
$972K - $1.03M
|
5.51K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.1K+ 4.11% |
$900K - $954K
|
129K
$23.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.02K+ 9.19% |
$886K - $939K
|
59.7K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.88KNew |
$861K - $912K
|
4.88K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.78K+ 7.06% |
$842K - $892K
|
72.4K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.65KNew |
$820K - $869K
|
4.65K
$853K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.36K+ 23.37% |
$768K - $814K
|
23K
$4.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.24K+ 2.53% |
$749K - $793K
|
172K
$31.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.13K+ 0.53% |
$729K - $772K
|
784K
$144M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.12K+ 1.51% |
$727K - $770K
|
277K
$50.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.05K+ 3.89% |
$714K - $757K
|
108K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.04K+ 16.96% |
$712K - $755K
|
27.8K
$5.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.93K+ 0.8% |
$694K - $735K
|
495K
$90.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.89K+ 2.57% |
$687K - $728K
|
156K
$28.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.72KNew |
$656K - $695K
|
3.72K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.71K+ 1.53% |
$655K - $694K
|
246K
$45.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.7K+ 6.03% |
$653K - $692K
|
65.1K
$11.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.6K+ 8.03% |
$635K - $672K
|
48.4K
$8.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.59KNew |
$634K - $671K
|
3.59K
$659K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.5K+ 12.16% |
$618K - $655K
|
32.3K
$5.93M
|