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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.6K- 65.61% |
$2.05M - $2.17M
|
6.1K
$984K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 2.96% |
$2.08M - $2.2M
|
386K
$62.4M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 2.23% |
$2.25M - $2.38M
|
558K
$90M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-13K- 1.02% |
$2.29M - $2.42M
|
1.25M
$203M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-13.1K- 76.99% |
$2.31M - $2.44M
|
3.91K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-14.4K- 2.35% |
$2.54M - $2.69M
|
599K
$96.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15K- 5.63% |
$2.64M - $2.8M
|
251K
$40.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-16.1K- 62.4% |
$2.84M - $3.01M
|
9.7K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-17K- 53.14% |
$3M - $3.17M
|
15K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.3K- 74.28% |
$3.05M - $3.23M
|
5.99K
$967K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-17.7K- 52.64% |
$3.13M - $3.32M
|
16K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-18.4K- 18.22% |
$3.24M - $3.43M
|
82.5K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-19.1K- 24.3% |
$3.38M - $3.58M
|
59.6K
$9.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19.5K- 47.99% |
$3.45M - $3.65M
|
21.2K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.9K- 8.16% |
$3.51M - $3.72M
|
224K
$36.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-20K- 19.63% |
$3.52M - $3.73M
|
81.7K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-20.8K- 22.67% |
$3.67M - $3.89M
|
71K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.1K- 1.69% |
$3.72M - $3.94M
|
1.22M
$198M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-21.8K- 14.23% |
$3.84M - $4.07M
|
131K
$21.2M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.5K- 92.29% |
$4.14M - $4.39M
|
1.96K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-24.3K- 8.65% |
$4.29M - $4.54M
|
257K
$41.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.9K- 77.33% |
$4.39M - $4.65M
|
7.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25.2K- 1.81% |
$4.45M - $4.71M
|
1.36M
$220M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-27.1K- 36.84% |
$4.78M - $5.07M
|
46.5K
$7.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-28.3K- 16.06% |
$5M - $5.3M
|
148K
$23.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.7K- 60.31% |
$5.06M - $5.36M
|
18.9K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-29.3K- 11.05% |
$5.17M - $5.48M
|
236K
$38.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-29.8K- 64.31% |
$5.26M - $5.57M
|
16.5K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-29.9K- 3.13% |
$5.27M - $5.59M
|
926K
$150M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.6K- 2.84% |
$5.4M - $5.72M
|
1.05M
$169M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-31.3K- 80.82% |
$5.51M - $5.84M
|
7.42K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31.3K- 6.75% |
$5.52M - $5.85M
|
432K
$69.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.8K- 95.7% |
$5.79M - $6.13M
|
1.48K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-33.2K- 85.93% |
$5.86M - $6.21M
|
5.44K
$879K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-33.5K- 76.98% |
$5.91M - $6.26M
|
10K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 5.58% |
$5.98M - $6.34M
|
574K
$92.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34.8K- 13.15% |
$6.15M - $6.51M
|
230K
$37.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-36.2K- 57.86% |
$6.39M - $6.77M
|
26.4K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-38.7K- 6.96% |
$6.83M - $7.23M
|
517K
$83.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-38.7K- 61.45% |
$6.83M - $7.24M
|
24.3K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-44.7K- 7.8% |
$7.88M - $8.35M
|
527K
$85.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-45.7K- 44.35% |
$8.07M - $8.55M
|
57.4K
$9.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-47.2K- 59.67% |
$8.32M - $8.82M
|
31.9K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-48.6K- 34.21% |
$8.57M - $9.08M
|
93.4K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-54.1K- 35.67% |
$9.54M - $10.1M
|
97.5K
$15.7M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.3K- 47.92% |
$10.3M - $10.9M
|
63.4K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-58.9K- 31.13% |
$10.4M - $11M
|
130K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-63.1K- 56.12% |
$11.1M - $11.8M
|
49.3K
$7.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-67.5K- 69.42% |
$11.9M - $12.6M
|
29.8K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-86.3K- 11.94% |
$15.2M - $16.1M
|
637K
$103M
|