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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.2K+ 17.76% |
$1.04M - $1.19M
|
47.7K
$8.72M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.19K+ 4.69% |
$1.04M - $1.19M
|
160K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.19K+ 163.97% |
$1.04M - $1.19M
|
11.6K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
7.18K+ 7.1% |
$1.04M - $1.19M
|
108K
$19.8M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
7.08K+ 22.51% |
$1.02M - $1.17M
|
38.5K
$7.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.02K+ 3.11% |
$1.01M - $1.16M
|
233K
$42.5M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7KNew |
$1.01M - $1.16M
|
7K
$1.28M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
7K+ 8.07% |
$1.01M - $1.16M
|
93.7K
$17.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.8KNew |
$983K - $1.12M
|
6.8K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.74K+ 1.27% |
$975K - $1.12M
|
538K
$98.3M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.73K+ 8.81% |
$973K - $1.11M
|
83.1K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.69KNew |
$967K - $1.11M
|
6.69K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
6.59K+ 18.96% |
$952K - $1.09M
|
41.3K
$7.55M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.52K+ 26.42% |
$943K - $1.08M
|
31.2K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.4K+ 50.58% |
$925K - $1.06M
|
19.1K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.22K+ 284.11% |
$900K - $1.03M
|
8.41K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.2K+ 17.12% |
$897K - $1.03M
|
42.4K
$7.75M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.2K+ 8.22% |
$897K - $1.03M
|
81.7K
$14.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.1K+ 0.45% |
$882K - $1.01M
|
1.35M
$246M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.93K+ 8.77% |
$857K - $980K
|
73.5K
$13.4M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.9K+ 13.1% |
$853K - $975K
|
50.9K
$9.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
5.86KNew |
$847K - $969K
|
5.86K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.85K+ 46.07% |
$846K - $967K
|
18.5K
$3.39M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.84K+ 11.36% |
$845K - $966K
|
57.3K
$10.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.77K+ 62.85% |
$834K - $954K
|
14.9K
$2.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.73K+ 30.77% |
$829K - $949K
|
24.4K
$4.45M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.71K+ 11.41% |
$826K - $945K
|
55.8K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
5.67K+ 9.62% |
$820K - $938K
|
64.6K
$11.8M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.59KNew |
$809K - $925K
|
5.59K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
5.59KNew |
$808K - $925K
|
5.59K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.57K+ 218.35% |
$805K - $921K
|
8.12K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
5.46K+ 323.99% |
$789K - $903K
|
7.14K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
5.43K+ 4.44% |
$785K - $898K
|
128K
$23.3M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.37K+ 11.99% |
$776K - $888K
|
50.1K
$9.16M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.32K+ 5.45% |
$769K - $879K
|
103K
$18.8M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.21K+ 3.02% |
$754K - $863K
|
178K
$32.5M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.19K+ 51.58% |
$751K - $859K
|
15.3K
$2.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.16K+ 2.68% |
$746K - $853K
|
197K
$36.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.14KNew |
$743K - $850K
|
5.14K
$939K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.11K+ 2.87% |
$739K - $845K
|
183K
$33.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.05K+ 1.6% |
$731K - $836K
|
321K
$58.6M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
5.01K+ 3.2% |
$725K - $830K
|
162K
$29.6M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.01K+ 4.55% |
$725K - $830K
|
115K
$21.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
5K+ 15.65% |
$723K - $827K
|
36.9K
$6.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5K+ 13.22% |
$723K - $827K
|
42.8K
$7.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.99K+ 98.03% |
$721K - $825K
|
10.1K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.95K+ 109.32% |
$716K - $819K
|
9.48K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.94K+ 17.64% |
$714K - $817K
|
32.9K
$6.02M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.91KNew |
$709K - $811K
|
4.91K
$896K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.63KNew |
$669K - $766K
|
4.63K
$846K
|