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 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.52K+ 18.42% |
$654K - $748K
|
29.1K
$5.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.47K+ 4.38% |
$646K - $739K
|
106K
$19.6M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.42K+ 32.56% |
$639K - $731K
|
18K
$3.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.35K+ 2.54% |
$629K - $719K
|
175K
$32.3M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.34K+ 20.26% |
$628K - $718K
|
25.8K
$4.76M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.33K+ 6.26% |
$627K - $717K
|
73.5K
$13.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.2K+ 1.78% |
$607K - $695K
|
240K
$44.3M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.15K+ 2.56% |
$600K - $687K
|
166K
$30.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.13K+ 9.74% |
$598K - $684K
|
46.6K
$8.59M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.09K+ 27.3% |
$591K - $676K
|
19.1K
$3.52M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.08K+ 3.23% |
$591K - $676K
|
130K
$24.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
3.95K+ 8.98% |
$571K - $653K
|
47.9K
$8.85M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.94K+ 17.82% |
$570K - $652K
|
26.1K
$4.81M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.94KNew |
$570K - $652K
|
3.94K
$727K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
3.93K+ 11.05% |
$569K - $650K
|
39.5K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.93KNew |
$568K - $650K
|
3.93K
$725K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
3.9KNew |
$563K - $645K
|
3.9K
$719K
|
|
|
May 06, 2024
Q1 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
3.89K+ 1.4% |
$563K - $644K
|
282K
$52M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.87K+ 42.62% |
$559K - $639K
|
12.9K
$2.39M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.71K+ 8.15% |
$537K - $614K
|
49.3K
$9.09M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.71K+ 12.3% |
$536K - $613K
|
33.9K
$6.25M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.64K+ 6.22% |
$526K - $602K
|
62.1K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.57KNew |
$516K - $590K
|
3.57K
$659K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.54K+ 6.19% |
$511K - $585K
|
60.6K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.53KNew |
$510K - $583K
|
3.53K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.52KNew |
$508K - $582K
|
3.52K
$649K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.46KNew |
$501K - $573K
|
3.46K
$639K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.34K+ 37.28% |
$483K - $552K
|
12.3K
$2.27M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.33KNew |
$482K - $551K
|
3.33K
$615K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.33KNew |
$481K - $550K
|
3.33K
$614K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.32K+ 9.31% |
$480K - $549K
|
39K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.25K+ 46.24% |
$469K - $537K
|
10.3K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.23K+ 0.52% |
$467K - $534K
|
629K
$116M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.22K+ 2.78% |
$466K - $533K
|
119K
$21.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.17K+ 4.28% |
$458K - $524K
|
77.2K
$14.2M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.13K+ 13.22% |
$453K - $518K
|
26.8K
$4.95M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.09KNew |
$447K - $512K
|
3.09K
$571K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.08KNew |
$445K - $509K
|
3.08K
$568K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.07K+ 6.67% |
$444K - $508K
|
49.1K
$9.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.04K+ 0.94% |
$440K - $503K
|
326K
$60.2M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.02K+ 9.44% |
$437K - $500K
|
35K
$6.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
3KNew |
$434K - $496K
|
3K
$554K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.91KNew |
$421K - $482K
|
2.91K
$537K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
2.87K+ 21.84% |
$414K - $474K
|
16K
$2.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.8KNew |
$405K - $464K
|
2.8K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.71K+ 14.55% |
$392K - $449K
|
21.3K
$3.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.65K+ 1.93% |
$384K - $439K
|
140K
$25.8M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.64KNew |
$381K - $436K
|
2.64K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.63K+ 22.11% |
$380K - $434K
|
14.5K
$2.68M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.54KNew |
$367K - $420K
|
2.54K
$469K
|