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 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
204+ 8.87% |
$36K - $38.1K
|
2.51K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
204+ 12.41% |
$36K - $38.1K
|
1.85K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
202+ 6.53% |
$35.6K - $37.8K
|
3.29K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
198+ 12.21% |
$34.9K - $37K
|
1.82K
$329K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
181+ 9.1% |
$31.9K - $33.8K
|
2.17K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
164+ 10.72% |
$28.9K - $30.7K
|
1.69K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
156+ 1.52% |
$27.5K - $29.2K
|
10.4K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
148+ 6.78% |
$26.1K - $27.7K
|
2.33K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
139+ 77.22% |
$24.5K - $26K
|
319
$57.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
115+ 0.74% |
$20.3K - $21.5K
|
15.7K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
113+ 3.69% |
$19.9K - $21.1K
|
3.18K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
112+ 1120.0% |
$19.8K - $20.9K
|
122
$22K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
101+ 5.82% |
$17.8K - $18.9K
|
1.84K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
91+ 3.19% |
$16.1K - $17K
|
2.94K
$532K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.89% |
$15.2K - $16.1K
|
9.72K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
83New |
$14.6K - $15.5K
|
83
$15K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.37% |
$14.1K - $15K
|
5.91K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
78+ 3.95% |
$13.8K - $14.6K
|
2.05K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
75+ 0.39% |
$13.2K - $14K
|
19.5K
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
75New |
$13.2K - $14K
|
75
$13.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
72+ 1.03% |
$12.7K - $13.5K
|
7.03K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
59+ 4.99% |
$10.4K - $11K
|
1.24K
$224K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
55+ 3.29% |
$9.7K - $10.3K
|
1.73K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 7.94% |
$8.82K - $9.35K
|
680
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
48+ 0.42% |
$8.47K - $8.97K
|
11.4K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
41+ 4.7% |
$7.23K - $7.66K
|
913
$165K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
25+ 1.63% |
$4.41K - $4.67K
|
1.56K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
24+ 1.25% |
$4.23K - $4.49K
|
1.94K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11+ 0.24% |
$1.94K - $2.06K
|
4.64K
$839K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
11+ 0.29% |
$1.94K - $2.06K
|
3.78K
$683K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11+ 0.1% |
$1.94K - $2.06K
|
11.3K
$2.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.3% |
$1.41K - $1.5K
|
2.67K
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.9% |
$353 - $374
|
225
$40.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.29% |
$353 - $374
|
683
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$176 - $187
|
5.39K
$974K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1+ 0.08% |
$176 - $187
|
1.31K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2- 0.07% |
$353 - $374
|
2.7K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-2- 0.01% |
$353 - $374
|
13.8K
$2.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4- 0.98% |
$706 - $748
|
405
$73.2K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.56% |
$1.23K - $1.31K
|
1.24K
$224K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-10- 0.53% |
$1.76K - $1.87K
|
1.89K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-14- 0.88% |
$2.47K - $2.62K
|
1.58K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14- 0.17% |
$2.47K - $2.62K
|
8.16K
$1.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-14- 0.88% |
$2.47K - $2.62K
|
1.58K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-26- 2.01% |
$4.59K - $4.86K
|
1.27K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-32- 0.98% |
$5.65K - $5.98K
|
3.24K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-32- 2.08% |
$5.65K - $5.98K
|
1.51K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-37- 0.2% |
$6.53K - $6.92K
|
18.2K
$3.28M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-40- 1.55% |
$7.06K - $7.48K
|
2.54K
$458K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-42- 3.15% |
$7.41K - $7.85K
|
1.29K
$233K
|