Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
441+ 1.78% |
$63.8K - $73K
|
25.2K
$4.66M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
435+ 11.26% |
$62.9K - $72K
|
4.3K
$793K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
433+ 4.43% |
$62.6K - $71.6K
|
10.2K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
430+ 4.99% |
$62.2K - $71.1K
|
9.04K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
424+ 5.2% |
$61.3K - $70.1K
|
8.58K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
419+ 7.56% |
$60.6K - $69.3K
|
5.96K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
400+ 17.35% |
$57.8K - $66.2K
|
2.71K
$499K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
391+ 41.29% |
$56.5K - $64.7K
|
1.34K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
385+ 10.88% |
$55.7K - $63.7K
|
3.92K
$724K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
379+ 2.52% |
$54.8K - $62.7K
|
15.4K
$2.85M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
379+ 9.58% |
$54.8K - $62.7K
|
4.34K
$800K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
378+ 23.85% |
$54.7K - $62.5K
|
1.96K
$362K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
373+ 6.51% |
$53.9K - $61.7K
|
6.1K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
368+ 6.61% |
$53.2K - $60.9K
|
5.94K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
365New |
$52.8K - $60.4K
|
365
$67.4K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
364+ 13.89% |
$52.6K - $60.2K
|
2.99K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
363+ 0.08% |
$52.5K - $60.1K
|
454K
$83.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
360New |
$52.1K - $59.6K
|
360
$66.4K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
351+ 128.57% |
$50.8K - $58.1K
|
624
$115K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
347+ 16.41% |
$50.2K - $57.4K
|
2.46K
$454K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
343+ 11.52% |
$49.6K - $56.7K
|
3.32K
$613K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
341+ 3.11% |
$49.3K - $56.4K
|
11.3K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
338+ 16.52% |
$48.9K - $55.9K
|
2.38K
$440K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
331New |
$47.9K - $54.8K
|
331
$61.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
330+ 20.63% |
$47.7K - $54.6K
|
1.93K
$356K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
320+ 6.78% |
$46.3K - $52.9K
|
5.04K
$931K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
316+ 8.89% |
$45.7K - $52.3K
|
3.87K
$715K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
314+ 19.33% |
$45.4K - $51.9K
|
1.94K
$358K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
308+ 6.4% |
$44.5K - $51K
|
5.12K
$945K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
306+ 2.05% |
$44.3K - $50.6K
|
15.2K
$2.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
302+ 1.52% |
$43.7K - $50K
|
20.2K
$3.73M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
301+ 2.5% |
$43.5K - $49.8K
|
12.3K
$2.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
299+ 1661.11% |
$43.2K - $49.5K
|
317
$58.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
293+ 33.6% |
$42.4K - $48.5K
|
1.17K
$215K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
293New |
$42.4K - $48.5K
|
293
$54.1K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
288+ 17.87% |
$41.7K - $47.6K
|
1.9K
$351K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
277+ 1.04% |
$40.1K - $45.8K
|
27K
$4.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
274+ 7.27% |
$39.6K - $45.3K
|
4.05K
$747K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
268+ 6.22% |
$38.8K - $44.3K
|
4.58K
$845K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
264+ 14.61% |
$38.2K - $43.7K
|
2.07K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
258+ 21.43% |
$37.3K - $42.7K
|
1.46K
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
253+ 216.24% |
$36.6K - $41.9K
|
370
$68.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
248+ 15.34% |
$35.9K - $41K
|
1.87K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
225+ 4.06% |
$32.5K - $37.2K
|
5.77K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
224New |
$32.4K - $37.1K
|
224
$41.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
213+ 1.45% |
$30.8K - $35.2K
|
14.9K
$2.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
202New |
$29.2K - $33.4K
|
202
$37.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
201+ 4.05% |
$29.1K - $33.3K
|
5.16K
$952K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
188+ 3.1% |
$27.2K - $31.1K
|
6.25K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
187New |
$27K - $30.9K
|
187
$34.5K
|