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 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.62K+ 35.94% |
$285K - $302K
|
6.12K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.61KNew |
$283K - $300K
|
1.61K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.6KNew |
$283K - $300K
|
1.6K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.59K+ 11.12% |
$281K - $297K
|
15.9K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.58K+ 28.68% |
$279K - $296K
|
7.09K
$1.26M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.58K+ 34.06% |
$279K - $295K
|
6.22K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.55K+ 32.45% |
$273K - $289K
|
6.31K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.54KNew |
$272K - $288K
|
1.54K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.54K+ 2.33% |
$272K - $288K
|
67.5K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.54KNew |
$271K - $287K
|
1.54K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.53K+ 3.86% |
$270K - $286K
|
41.1K
$7.28M
|
|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.51KNew |
$266K - $282K
|
1.51K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
1.5K+ 1.5% |
$264K - $280K
|
102K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.48K+ 13.1% |
$261K - $277K
|
12.8K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.48KNew |
$261K - $276K
|
1.48K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 10.44% |
$258K - $273K
|
15.5K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 3.13% |
$254K - $269K
|
47.3K
$8.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.42K+ 41.16% |
$250K - $265K
|
4.86K
$861K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.41K+ 9.97% |
$249K - $264K
|
15.6K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.41KNew |
$249K - $264K
|
1.41K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.4K+ 4.76% |
$247K - $261K
|
30.7K
$5.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.38KNew |
$244K - $258K
|
1.38K
$245K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.38KNew |
$243K - $258K
|
1.38K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.37K+ 3.4% |
$242K - $257K
|
41.8K
$7.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.37K+ 48.11% |
$242K - $257K
|
4.23K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.36KNew |
$239K - $254K
|
1.36K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.34KNew |
$236K - $250K
|
1.34K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.34K+ 2.4% |
$236K - $250K
|
57.2K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.34K+ 2.55% |
$236K - $250K
|
53.8K
$9.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.33K+ 0.33% |
$234K - $248K
|
407K
$72M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.32KNew |
$232K - $246K
|
1.32K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.32K+ 31.75% |
$232K - $246K
|
5.46K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.31K+ 3.85% |
$232K - $246K
|
35.5K
$6.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.31KNew |
$231K - $245K
|
1.31K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.31K+ 2.5% |
$231K - $244K
|
53.6K
$9.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.3KNew |
$230K - $244K
|
1.3K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.28K+ 6.97% |
$227K - $240K
|
19.7K
$3.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.28K+ 3.7% |
$226K - $240K
|
36K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.28KNew |
$226K - $239K
|
1.28K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.27K+ 20.47% |
$223K - $237K
|
7.45K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 11.99% |
$222K - $236K
|
11.8K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.26K+ 79.85% |
$222K - $236K
|
2.84K
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.26K+ 1.15% |
$222K - $236K
|
111K
$19.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.26K+ 7.46% |
$222K - $236K
|
18.2K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.26K+ 6.54% |
$222K - $235K
|
20.5K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.25K+ 1.33% |
$221K - $234K
|
95.3K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.25K+ 20.42% |
$220K - $233K
|
7.36K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.25K+ 1.29% |
$220K - $233K
|
97.9K
$17.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.24K+ 6.96% |
$219K - $233K
|
19.1K
$3.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.24KNew |
$219K - $233K
|
1.24K
$220K
|