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 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
858New |
$151K - $160K
|
858
$157K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
852+ 4.07% |
$150K - $159K
|
21.8K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
847+ 8.94% |
$149K - $158K
|
10.3K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
806+ 0.75% |
$142K - $151K
|
109K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
801+ 4.15% |
$141K - $150K
|
20.1K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
785+ 25.77% |
$138K - $147K
|
3.83K
$702K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
774+ 31.66% |
$137K - $145K
|
3.22K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
772+ 5.92% |
$136K - $144K
|
13.8K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
763+ 1.74% |
$135K - $143K
|
44.7K
$8.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
761+ 15.48% |
$134K - $142K
|
5.68K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
749+ 11.14% |
$132K - $140K
|
7.47K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
733New |
$129K - $137K
|
733
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
703+ 7.63% |
$124K - $131K
|
9.91K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
696+ 1.05% |
$123K - $130K
|
66.8K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
695+ 0.57% |
$123K - $130K
|
122K
$22.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
694+ 53.38% |
$122K - $130K
|
1.99K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
689+ 13.81% |
$122K - $129K
|
5.68K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
684+ 3.12% |
$121K - $128K
|
22.6K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
641+ 9.02% |
$113K - $120K
|
7.74K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
636+ 13.34% |
$112K - $119K
|
5.41K
$991K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
634+ 30.73% |
$112K - $119K
|
2.7K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
632+ 2.0% |
$111K - $118K
|
32.3K
$5.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
599+ 20.18% |
$106K - $112K
|
3.57K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
587+ 6.12% |
$104K - $110K
|
10.2K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
540+ 1.88% |
$95.3K - $101K
|
29.3K
$5.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
516+ 0.2% |
$91K - $96.4K
|
263K
$48.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
513+ 0.33% |
$90.5K - $95.9K
|
158K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
502+ 1.8% |
$88.6K - $93.8K
|
28.4K
$5.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
495+ 5.4% |
$87.3K - $92.5K
|
9.65K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
487+ 9.01% |
$85.9K - $91K
|
5.89K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
487+ 3.02% |
$85.9K - $91K
|
16.6K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
483+ 7.79% |
$85.2K - $90.3K
|
6.68K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
482+ 2.86% |
$85K - $90.1K
|
17.3K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
458+ 4.34% |
$80.8K - $85.6K
|
11K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
451+ 0.74% |
$79.6K - $84.3K
|
61.8K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
435+ 0.63% |
$76.7K - $81.3K
|
69.5K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
413New |
$72.9K - $77.2K
|
413
$75.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
412+ 15.56% |
$72.7K - $77K
|
3.06K
$561K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
404+ 3.24% |
$71.3K - $75.5K
|
12.9K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
397+ 28.96% |
$70K - $74.2K
|
1.77K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
390+ 0.66% |
$68.8K - $72.9K
|
59.3K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
383New |
$67.6K - $71.6K
|
383
$70.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
382+ 11.68% |
$67.4K - $71.4K
|
3.65K
$670K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
380+ 13.49% |
$67K - $71K
|
3.2K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
373+ 5.8% |
$65.8K - $69.7K
|
6.8K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
369+ 4.24% |
$65.1K - $69K
|
9.08K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
363+ 10.55% |
$64K - $67.8K
|
3.8K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
362+ 26.16% |
$63.9K - $67.7K
|
1.75K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
361+ 286.51% |
$63.7K - $67.5K
|
487
$89.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
360+ 0.5% |
$63.5K - $67.3K
|
72.7K
$13.3M
|