Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

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 29, 2025 Q4 2024
Principle Wealth Partners LLC

BUY
 -
132
+ 7.89%
$23.3K - $24.7K
1.81K $331K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
131
New
$23.1K - $24.5K
131 $24K
Jan 23, 2025 Q4 2024
Custom Index Systems, LLC

New York, NY
BUY
 -
116
+ 2.55%
$20.5K - $21.7K
4.67K $857K
Jan 15, 2025 Q4 2024
Portside Wealth Group, LLC

Provo, UT
BUY
 -
115
+ 0.74%
$20.3K - $21.5K
15.7K $2.88M
Jan 17, 2025 Q4 2024
Octavia Wealth Advisors, LLC

BUY
 -
113
+ 3.69%
$19.9K - $21.1K
3.18K $582K
Jan 16, 2025 Q4 2024
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
112
+ 1120.0%
$19.8K - $20.9K
122 $22.4K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
112
New
$19.8K - $20.9K
112 $20.5K
Jan 23, 2025 Q4 2024
Clarity Financial LLC

BUY
 -
112
+ 2.38%
$19.8K - $20.9K
4.82K $883K
Jan 23, 2025 Q4 2024
Manning & Napier Advisors LLC

Fairport, NY
BUY
 -
111
+ 5.06%
$19.6K - $20.7K
2.31K $423K
Jan 24, 2025 Q4 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
104
+ 0.26%
$18.3K - $19.4K
39.7K $7.27M
Jan 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
96
+ 246.15%
$16.9K - $17.9K
135 $24.8K
Jan 16, 2025 Q4 2024
Alpha Cubed Investments, LLC

BUY
 -
91
+ 3.19%
$16.1K - $17K
2.94K $540K
Jan 16, 2025 Q4 2024
Amplius Wealth Advisors, LLC

BUY
 -
86
+ 0.89%
$15.2K - $16.1K
9.72K $1.78M
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
83
New
$14.6K - $15.5K
83 $15.2K
Jan 17, 2025 Q4 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
80
+ 1.37%
$14.1K - $15K
5.91K $1.08M
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
78
+ 3.95%
$13.8K - $14.6K
2.05K $376K
Jan 16, 2025 Q4 2024
Farrell Financial LLC

Orchard Park, NY
BUY
 -
75
+ 0.39%
$13.2K - $14K
19.5K $3.58M
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
75
New
$13.2K - $14K
75 $13.8K
Jan 23, 2025 Q4 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
74
+ 0.86%
$13.1K - $13.8K
8.72K $1.6M
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
72
+ 1.03%
$12.7K - $13.5K
7.03K $1.29M
Jan 22, 2025 Q4 2024
Sheridan Capital Management, LLC

San Rafael, CA
BUY
 -
66
+ 0.58%
$11.6K - $12.3K
11.5K $2.11M
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
59
+ 4.99%
$10.4K - $11K
1.24K $228K
Jan 29, 2025 Q4 2024
Bristlecone Advisors, LLC

BUY
 -
59
+ 0.34%
$10.4K - $11K
17.2K $3.16M
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
55
+ 3.29%
$9.7K - $10.3K
1.73K $316K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
50
+ 7.94%
$8.82K - $9.35K
680 $125K
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
50
+ 1000.0%
$8.82K - $9.35K
55 $10.1K
Jan 14, 2025 Q4 2024
Carnegie Capital Asset Management, LLC

BUY
 -
48
+ 0.42%
$8.47K - $8.97K
11.4K $2.1M
Jan 27, 2025 Q4 2024
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
45
+ 1.56%
$7.94K - $8.41K
2.93K $536K
Jan 29, 2025 Q4 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
44
New
$7.76K - $8.22K
44 $8.07K
Jan 17, 2025 Q4 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
41
+ 4.7%
$7.23K - $7.66K
913 $167K
Jan 30, 2025 Q4 2024
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
37
+ 1.71%
$6.53K - $6.92K
2.2K $404K
Jan 24, 2025 Q4 2024
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
36
New
$6.35K - $6.73K
36 $6.6K
Jan 30, 2025 Q4 2024
Blue Zone Wealth Advisors, LLC

BUY
 -
31
+ 1.45%
$5.47K - $5.79K
2.16K $397K
Jan 29, 2025 Q4 2024
Single Point Partners, LLC

BUY
 -
30
+ 2.69%
$5.29K - $5.61K
1.15K $210K
Jan 22, 2025 Q4 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
28
+ 1.16%
$4.94K - $5.23K
2.45K $449K
Jan 24, 2025 Q4 2024
Patron Partners, LLC

BUY
 -
28
+ 2.47%
$4.94K - $5.23K
1.16K $213K
Jan 24, 2025 Q4 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
28
New
$4.94K - $5.23K
28 $5.13K
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
25
+ 0.94%
$4.41K - $4.67K
2.7K $495K
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
25
+ 1.63%
$4.41K - $4.67K
1.56K $285K
Jan 27, 2025 Q4 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
25
+ 0.64%
$4.41K - $4.67K
3.93K $721K
Jan 16, 2025 Q4 2024
Zhang Financial LLC

BUY
 -
24
+ 1.25%
$4.23K - $4.49K
1.94K $356K
Jan 30, 2025 Q4 2024
Waypoint Wealth Partners Inc.

BUY
 -
19
+ 0.16%
$3.35K - $3.55K
12.3K $2.25M
Jan 21, 2025 Q4 2024
Lex Aurum Advisors, LLC

BUY
 -
18
+ 0.23%
$3.18K - $3.36K
8.01K $1.47M
Jan 21, 2025 Q4 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
17
+ 0.54%
$3K - $3.18K
3.19K $584K
Jan 24, 2025 Q4 2024
Pb Mares Wealth Management LLC

BUY
 -
13
+ 1.0%
$2.29K - $2.43K
1.31K $240K
Jan 24, 2025 Q4 2024
Valley National Advisers Inc

BUY
 -
12
+ 18.18%
$2.12K - $2.24K
78 $14.3K
Jan 21, 2025 Q4 2024
Archford Capital Strategies, LLC

BUY
 -
12
+ 0.78%
$2.12K - $2.24K
1.54K $283K
Jan 24, 2025 Q4 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
11
+ 0.56%
$1.94K - $2.06K
1.97K $361K
Jan 03, 2025 Q4 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
11
+ 0.1%
$1.94K - $2.06K
11.3K $2.07M

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