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 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.3KNew |
$230K - $244K
|
1.3K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.28K+ 3.7% |
$226K - $240K
|
36K
$6.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.27K+ 20.47% |
$223K - $237K
|
7.45K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 11.99% |
$222K - $236K
|
11.8K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.26K+ 79.85% |
$222K - $236K
|
2.84K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.26K+ 6.54% |
$222K - $235K
|
20.5K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.25K+ 20.42% |
$220K - $233K
|
7.36K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.25K+ 1.29% |
$220K - $233K
|
97.9K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.24KNew |
$219K - $233K
|
1.24K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.24K+ 6.96% |
$219K - $233K
|
19.1K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.24K+ 41.54% |
$219K - $232K
|
4.23K
$773K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 5.64% |
$218K - $231K
|
23.2K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$215K - $228K
|
1.22K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.21K+ 4.2% |
$213K - $226K
|
30K
$5.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.21K+ 6.27% |
$213K - $225K
|
20.4K
$3.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.18KNew |
$208K - $220K
|
1.18K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.17K+ 5.14% |
$206K - $218K
|
23.9K
$4.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.16K+ 17.99% |
$205K - $218K
|
7.63K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.15K+ 0.63% |
$203K - $215K
|
185K
$33.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.15KNew |
$203K - $215K
|
1.15K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.14KNew |
$200K - $212K
|
1.14K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.13K+ 9.42% |
$198K - $210K
|
13.1K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.12K+ 37.35% |
$198K - $210K
|
4.12K
$754K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.12K+ 2.02% |
$197K - $209K
|
56.6K
$10.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 0.35% |
$195K - $206K
|
316K
$57.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.1K+ 5.39% |
$194K - $206K
|
21.5K
$3.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 13.64% |
$194K - $205K
|
9.14K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.07K+ 5.07% |
$188K - $199K
|
22.1K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 4.5% |
$181K - $192K
|
23.9K
$4.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.02K+ 1.07% |
$180K - $190K
|
96K
$17.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.02KNew |
$179K - $190K
|
1.02K
$186K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.02K+ 8.42% |
$179K - $190K
|
13.1K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
991+ 10.54% |
$175K - $185K
|
10.4K
$1.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
955+ 8.38% |
$168K - $178K
|
12.4K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
880+ 2.97% |
$155K - $164K
|
30.5K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
858New |
$151K - $160K
|
858
$157K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
856+ 14.52% |
$151K - $160K
|
6.75K
$1.24M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
852+ 4.07% |
$150K - $159K
|
21.8K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
847+ 8.94% |
$149K - $158K
|
10.3K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
838+ 38.81% |
$148K - $157K
|
3K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
838+ 6.43% |
$148K - $157K
|
13.9K
$2.54M
|
|
|
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
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
785+ 25.77% |
$138K - $147K
|
3.83K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
774+ 31.66% |
$137K - $145K
|
3.22K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
772+ 5.92% |
$136K - $144K
|
13.8K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
763+ 1.74% |
$135K - $143K
|
44.7K
$8.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
763+ 2.0% |
$135K - $143K
|
38.9K
$7.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
761+ 15.48% |
$134K - $142K
|
5.68K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
751New |
$132K - $140K
|
751
$137K
|