Purchases and Sales Made in Q1 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 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
Apr 18, 2024 Q1 2024
Oxinas Partners Wealth Management LLC

BUY
 -
3
+ 0.19%
$434 - $496
1.57K $289K
Apr 30, 2024 Q1 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
3
+ 0.16%
$434 - $496
1.89K $349K
May 13, 2024 Q1 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
3
+ 0.05%
$434 - $496
5.77K $1.07M
May 14, 2024 Q1 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3
+ 0.02%
$434 - $496
19K $3.51M
Apr 26, 2024 Q1 2024
Sterling Investment Counsel, LLC

BUY
 -
2
+ 0.07%
$289 - $331
2.68K $494K
Apr 17, 2024 Q1 2024
John W. Brooker & Co., Cp As

BUY
 -
1
+ 0.01%
$145 - $165
9.85K $1.82M
Apr 18, 2024 Q1 2024
Piscataqua Savings Bank

BUY
 -
1
New
$145 - $165
1 $185
May 10, 2024 Q1 2024
Providence First Trust CO

BUY
 -
1
+ 0.02%
$145 - $165
4.72K $871K
May 14, 2024 Q1 2024
Cadence Bank

Tupelo, MS
BUY
 -
1
+ 0.06%
$145 - $165
1.8K $331K
May 09, 2024 Q1 2024
Leo Wealth, LLC

Hurst, TX
SELL
 -
-1
- 0.04%
$145 - $165
2.23K $412K
May 10, 2024 Q1 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-2
- -0.0%
$289 - $331
44K $8.13M
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-4
- 0.21%
$578 - $662
1.94K $358K
Apr 19, 2024 Q1 2024
Lake Street Financial LLC

SELL
 -
-4
- 0.1%
$578 - $662
4.02K $742K
May 10, 2024 Q1 2024
Orion Capital Management LLC

SELL
 -
-5
- 0.32%
$723 - $827
1.57K $289K
Apr 29, 2024 Q1 2024
Financial Advisory Service, Inc.

SELL
 -
-6
- 2.01%
$868 - $993
293 $54.1K
May 08, 2024 Q1 2024
Abel Hall, LLC

Baton Rouge, LA
SELL
 -
-6
- 0.06%
$868 - $993
9.72K $1.79M
May 03, 2024 Q1 2024
Paulson Wealth Management Inc.

SELL
 -
-7
- 0.17%
$1.01K - $1.16K
4.22K $779K
May 09, 2024 Q1 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-7
- 0.12%
$1.01K - $1.16K
5.6K $1.03M
Apr 24, 2024 Q1 2024
Archford Capital Strategies, LLC

SELL
 -
-8
- 0.52%
$1.16K - $1.32K
1.53K $283K
Apr 29, 2024 Q1 2024
Yarger Wealth Strategies, LLC

Westerville, OH
SELL
 -
-8
- 0.21%
$1.16K - $1.32K
3.75K $693K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-8
- 1.41%
$1.16K - $1.32K
559 $103K
Apr 30, 2024 Q1 2024
Retirement Group, LLC

SELL
 -
-10
- 1.17%
$1.45K - $1.65K
848 $157K
Apr 15, 2024 Q1 2024
Prosperity Planning, Inc.

SELL
 -
-11
- 0.74%
$1.59K - $1.82K
1.49K $274K
May 07, 2024 Q1 2024
Firestone Capital Management

SELL
 -
-12
- 0.33%
$1.74K - $1.99K
3.65K $674K
May 03, 2024 Q1 2024
Transcend Capital Advisors, LLC

SELL
 -
-15
- 0.08%
$2.17K - $2.48K
19K $3.51M
Apr 18, 2024 Q1 2024
Integrity Wealth Solutions LLC

Denver, CO
SELL
 -
-16
- 1.0%
$2.31K - $2.65K
1.58K $292K
May 09, 2024 Q1 2024
Lebenthal Global Advisors, LLC

SELL
 -
-20
- 0.9%
$2.89K - $3.31K
2.2K $405K
Apr 16, 2024 Q1 2024
Cambridge Advisors Inc.

SELL
 -
-23
- 1.43%
$3.33K - $3.81K
1.58K $292K
May 03, 2024 Q1 2024
Valmark Advisers, Inc.

SELL
 -
-24
- 0.66%
$3.47K - $3.97K
3.64K $671K
May 03, 2024 Q1 2024
Hemenway Trust CO LLC

SELL
 -
-25
- 1.31%
$3.62K - $4.14K
1.89K $348K
Apr 25, 2024 Q1 2024
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-29
- 1.09%
$4.19K - $4.8K
2.64K $487K
Apr 25, 2024 Q1 2024
Chicago Partners Investment Group LLC

SELL
 -
-31
- 0.13%
$4.48K - $5.13K
24.5K $4.52M
May 03, 2024 Q1 2024
Carnegie Capital Asset Management, LLC

SELL
 -
-32
- 0.27%
$4.63K - $5.29K
11.6K $2.14M
May 07, 2024 Q1 2024
White Lighthouse Investment Management Inc.

SELL
 -
-33
- 0.96%
$4.77K - $5.46K
3.4K $627K
May 10, 2024 Q1 2024
Jordan Park Group LLC

SELL
 -
-34
- 0.55%
$4.92K - $5.62K
6.2K $1.14M
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
SELL
 -
-34
- 12.5%
$4.92K - $5.62K
238 $43.9K
May 07, 2024 Q1 2024
Bernardo Wealth Planning LLC

SELL
 -
-35
- 0.5%
$5.06K - $5.79K
7K $1.29M
May 14, 2024 Q1 2024
Prudential PLC

London, England, X0
SELL
 -
-35
- 0.65%
$5.06K - $5.79K
5.33K $983K
Apr 30, 2024 Q1 2024
Lodestone Wealth Management LLC

Spokane, WA
SELL
 -
-38
- 1.21%
$5.5K - $6.29K
3.12K $575K
Apr 12, 2024 Q1 2024
Retirement Planning Group

SELL
 -
-39
- 0.44%
$5.64K - $6.45K
8.87K $1.64M
May 06, 2024 Q1 2024
Oppenheimer & CO Inc

New York, NY
SELL
 -
-42
- 0.97%
$6.07K - $6.95K
4.3K $794K
Apr 15, 2024 Q1 2024
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-43
- 0.97%
$6.22K - $7.11K
4.4K $812K
Apr 26, 2024 Q1 2024
Advanced Asset Management Advisors Inc

Dublin, OH
SELL
 -
-44
- 3.15%
$6.36K - $7.28K
1.35K $250K
May 01, 2024 Q1 2024
Klingman & Associates, LLC

SELL
 -
-45
- 2.3%
$6.51K - $7.44K
1.91K $353K
May 09, 2024 Q1 2024
Sonoma Private Wealth LLC

San Francisco, CA
SELL
 -
-50
- 1.23%
$7.23K - $8.27K
4.01K $740K
May 15, 2024 Q1 2024
Beck Capital Management, LLC

Austin, TX
SELL
 -
-51
- 1.08%
$7.38K - $8.44K
4.67K $862K
Oct 28, 2024 Q1 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
SELL
 -
-51
- 7.49%
$7.38K - $8.44K
630 $116K
Apr 23, 2024 Q1 2024
Phillips Financial Management, LLC

SELL
 -
-53
- 68.83%
$7.66K - $8.77K
24 $4.43K
May 09, 2024 Q1 2024
Clearwater Capital Advisors, LLC

SELL
 -
-56
- 2.14%
$8.1K - $9.26K
2.56K $473K

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