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 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.15KNew |
$1.26M - $1.34M
|
7.15K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
7.09KNew |
$1.25M - $1.33M
|
7.09K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.05K+ 1166.72% |
$1.24M - $1.32M
|
7.65K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.04K+ 21.12% |
$1.24M - $1.32M
|
40.4K
$7.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.01K+ 14.5% |
$1.24M - $1.31M
|
55.4K
$9.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.86K+ 5.02% |
$1.21M - $1.28M
|
143K
$25.4M
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
6.75KNew |
$1.19M - $1.26M
|
6.75K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.71KNew |
$1.18M - $1.25M
|
6.71K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.68KNew |
$1.18M - $1.25M
|
6.68K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.62KNew |
$1.17M - $1.24M
|
6.62K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.58K+ 7.77% |
$1.16M - $1.23M
|
91.3K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.52K+ 220.98% |
$1.15M - $1.22M
|
9.47K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.49K+ 180.94% |
$1.14M - $1.21M
|
10.1K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.43K+ 8.22% |
$1.13M - $1.2M
|
84.6K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.37K+ 1.93% |
$1.12M - $1.19M
|
335K
$59.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.25K+ 41.06% |
$1.1M - $1.17M
|
21.5K
$3.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.17K+ 2.4% |
$1.09M - $1.15M
|
263K
$46.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.16K+ 21.77% |
$1.09M - $1.15M
|
34.5K
$6.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
6.14K+ 8.35% |
$1.08M - $1.15M
|
79.7K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
6KNew |
$1.06M - $1.12M
|
6K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.98K+ 20.67% |
$1.06M - $1.12M
|
34.9K
$6.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.84KNew |
$1.03M - $1.09M
|
5.84K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.72K+ 11.59% |
$1.01M - $1.07M
|
55.1K
$9.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5.64KNew |
$994K - $1.05M
|
5.64K
$998K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.54K+ 29.86% |
$978K - $1.04M
|
24.1K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
5.52KNew |
$973K - $1.03M
|
5.52K
$977K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.51KNew |
$972K - $1.03M
|
5.51K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.5KNew |
$970K - $1.03M
|
5.5K
$974K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.48K+ 2.53% |
$967K - $1.02M
|
222K
$39.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.46K+ 15.66% |
$963K - $1.02M
|
40.3K
$7.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.33K+ 2.11% |
$940K - $996K
|
258K
$45.7M
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
5.27KNew |
$930K - $985K
|
5.27K
$933K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.19K+ 5.29% |
$915K - $969K
|
103K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 7.15% |
$907K - $961K
|
77K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
5.13KNew |
$905K - $959K
|
5.13K
$908K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.12K+ 28.15% |
$903K - $957K
|
23.3K
$4.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.1K+ 4.11% |
$900K - $954K
|
129K
$22.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.04KNew |
$889K - $942K
|
5.04K
$893K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.02K+ 9.19% |
$886K - $939K
|
59.7K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.02K+ 4.58% |
$886K - $938K
|
115K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.99K+ 4.34% |
$879K - $932K
|
120K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.98KNew |
$878K - $930K
|
4.98K
$881K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.88KNew |
$861K - $912K
|
4.88K
$864K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.82K+ 18.22% |
$851K - $901K
|
31.3K
$5.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.78K+ 7.06% |
$842K - $892K
|
72.4K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.65KNew |
$820K - $869K
|
4.65K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.64KNew |
$818K - $867K
|
4.64K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.56K+ 4.95% |
$804K - $852K
|
96.7K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.43KNew |
$782K - $829K
|
4.43K
$785K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.36K+ 23.37% |
$768K - $814K
|
23K
$4.07M
|