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 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.54KNew |
$367K - $420K
|
2.54K
$464K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.53K+ 136.76% |
$366K - $419K
|
4.38K
$800K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.51KNew |
$363K - $415K
|
2.51K
$459K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.49KNew |
$361K - $412K
|
2.49K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.49K+ 3.14% |
$360K - $412K
|
81.8K
$14.9M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.49K+ 3.14% |
$360K - $412K
|
81.8K
$14.9M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.45K+ 4378.57% |
$355K - $406K
|
2.51K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
2.45K+ 6.66% |
$354K - $405K
|
39.2K
$7.17M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.44K+ 7.14% |
$353K - $403K
|
36.6K
$6.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
2.43K+ 12.83% |
$352K - $402K
|
21.4K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.41KNew |
$349K - $399K
|
2.41K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.41K+ 26.43% |
$348K - $398K
|
11.5K
$2.1M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.39K+ 7.99% |
$346K - $396K
|
32.4K
$5.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.36K+ 0.12% |
$341K - $390K
|
1.95M
$357M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.35K+ 4.1% |
$340K - $389K
|
59.8K
$10.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.35K+ 64.15% |
$340K - $389K
|
6.01K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.33KNew |
$337K - $385K
|
2.33K
$425K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.32K+ 16.73% |
$335K - $383K
|
16.2K
$2.95M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.3KNew |
$333K - $381K
|
2.3K
$421K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.3K+ 118.47% |
$332K - $380K
|
4.23K
$774K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.29KNew |
$330K - $378K
|
2.29K
$418K
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
2.26K+ 12.75% |
$326K - $373K
|
19.9K
$3.64M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.24K+ 74.18% |
$324K - $371K
|
5.26K
$961K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.23K+ 3.83% |
$323K - $370K
|
60.6K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.22K+ 1.23% |
$321K - $368K
|
183K
$33.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.2KNew |
$318K - $363K
|
2.2K
$401K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.18K+ 35.45% |
$316K - $361K
|
8.34K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.17K+ 208.04% |
$314K - $360K
|
3.22K
$588K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.16K+ 13.02% |
$312K - $357K
|
18.7K
$3.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.15K+ 66.7% |
$311K - $356K
|
5.38K
$982K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
2.1KNew |
$304K - $348K
|
2.1K
$384K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.09K+ 41.51% |
$303K - $346K
|
7.14K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.03K+ 12.78% |
$293K - $335K
|
17.9K
$3.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2KNew |
$289K - $331K
|
2K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$283K - $324K
|
1.96K
$358K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.95KNew |
$282K - $323K
|
1.95K
$357K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
1.95KNew |
$282K - $322K
|
1.95K
$356K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.95KNew |
$282K - $322K
|
1.95K
$356K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.94K+ 2.83% |
$280K - $321K
|
70.5K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.93K+ 134.5% |
$279K - $319K
|
3.36K
$614K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.92KNew |
$278K - $318K
|
1.92K
$352K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.91KNew |
$277K - $317K
|
1.91K
$350K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.91K+ 4.42% |
$277K - $316K
|
45.2K
$8.26M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.89K+ 15.99% |
$273K - $313K
|
13.7K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.88K+ 4.06% |
$271K - $311K
|
48.2K
$8.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.8KNew |
$261K - $298K
|
1.8K
$330K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.8KNew |
$260K - $298K
|
1.8K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.8KNew |
$260K - $297K
|
1.8K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.79K+ 2.59% |
$259K - $296K
|
70.9K
$12.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.79K+ 6.54% |
$258K - $295K
|
29.1K
$5.31M
|