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
|
One Advisory Partners, LLC
|
SELL
|
- |
-621- 0.72% |
$110K - $116K
|
86K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-633- 15.02% |
$112K - $118K
|
3.58K
$634K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-638- 14.94% |
$113K - $119K
|
3.63K
$643K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-651- 1.64% |
$115K - $122K
|
39K
$6.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-654- 1.49% |
$115K - $122K
|
43.3K
$7.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-694- 17.66% |
$122K - $130K
|
3.24K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-699- 15.78% |
$123K - $131K
|
3.73K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-708- 3.32% |
$125K - $132K
|
20.6K
$3.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-750- 1.3% |
$132K - $140K
|
57.1K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-757- 23.41% |
$134K - $141K
|
2.48K
$439K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-778- 0.7% |
$137K - $145K
|
110K
$19.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-781- 6.45% |
$138K - $146K
|
11.3K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-799- 2.95% |
$141K - $149K
|
26.3K
$4.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-801- 1.66% |
$141K - $150K
|
47.5K
$8.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-829- 0.49% |
$146K - $155K
|
167K
$29.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-835- 1.49% |
$147K - $156K
|
55.1K
$9.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-837- 39.54% |
$148K - $156K
|
1.28K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-846- 2.99% |
$149K - $158K
|
27.4K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-852- 4.55% |
$150K - $159K
|
17.9K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-853- 9.42% |
$150K - $159K
|
8.21K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-864- 7.47% |
$152K - $161K
|
10.7K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-873- 1.18% |
$154K - $163K
|
72.8K
$12.9M
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-886- 4.07% |
$156K - $166K
|
20.9K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-908- 6.39% |
$160K - $170K
|
13.3K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-924- 16.3% |
$163K - $173K
|
4.75K
$840K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-942- 2.94% |
$166K - $176K
|
31.1K
$5.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-944- 3.96% |
$167K - $176K
|
22.9K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-964- 33.88% |
$170K - $180K
|
1.88K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-984- 46.11% |
$174K - $184K
|
1.15K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-999- 4.48% |
$176K - $187K
|
21.3K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1K- 38.3% |
$176K - $187K
|
1.61K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 11.18% |
$179K - $190K
|
8.06K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.03K- 0.99% |
$182K - $193K
|
103K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.04K- 4.63% |
$183K - $194K
|
21.4K
$3.79M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.06K- 26.32% |
$187K - $198K
|
2.97K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.07K- 2.71% |
$188K - $199K
|
38.2K
$6.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.07K- 1.38% |
$189K - $201K
|
76.9K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.08K- 40.88% |
$191K - $202K
|
1.56K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.1K- 2.52% |
$193K - $205K
|
42.4K
$7.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.15K- 0.7% |
$203K - $215K
|
164K
$29M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.16K- 7.46% |
$205K - $217K
|
14.4K
$2.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 29.5% |
$206K - $219K
|
2.8K
$495K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.24K- 27.4% |
$219K - $232K
|
3.28K
$581K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.26K- 8.17% |
$222K - $235K
|
14.2K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.27K- 7.67% |
$224K - $237K
|
15.2K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 1.3% |
$230K - $244K
|
99.5K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 8.01% |
$233K - $247K
|
15.2K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.37K- 1.39% |
$242K - $256K
|
97K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.53K- 0.81% |
$270K - $286K
|
188K
$33.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 6.92% |
$279K - $296K
|
21.3K
$3.77M
|