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 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1.35K+ 46.98% |
$195K - $223K
|
4.21K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.34K+ 37.01% |
$194K - $222K
|
4.98K
$909K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.34K+ 0.65% |
$194K - $222K
|
207K
$37.9M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.33KNew |
$192K - $220K
|
1.33K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.32K+ 11.37% |
$191K - $218K
|
12.9K
$2.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.31KNew |
$190K - $217K
|
1.31K
$240K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$189K - $217K
|
1.31K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.31KNew |
$189K - $216K
|
1.31K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.3KNew |
$189K - $216K
|
1.3K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.3KNew |
$188K - $215K
|
1.3K
$238K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$186K - $213K
|
1.29K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.27KNew |
$184K - $210K
|
1.27K
$232K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.27KNew |
$184K - $210K
|
1.27K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.26K+ 51.55% |
$183K - $209K
|
3.72K
$679K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.25KNew |
$181K - $207K
|
1.25K
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.25K+ 5.46% |
$180K - $206K
|
24.1K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.24K+ 47.25% |
$179K - $205K
|
3.86K
$705K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.24KNew |
$179K - $204K
|
1.24K
$226K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.23KNew |
$178K - $204K
|
1.23K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.23KNew |
$178K - $204K
|
1.23K
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.23KNew |
$178K - $203K
|
1.23K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.23KNew |
$178K - $203K
|
1.23K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.22K+ 5.09% |
$176K - $202K
|
25.2K
$4.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 62.9% |
$176K - $201K
|
3.14K
$574K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.19K+ 5.9% |
$173K - $197K
|
21.4K
$3.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.19K+ 23.02% |
$172K - $196K
|
6.34K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.18K+ 15.04% |
$171K - $195K
|
9.02K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.16K+ 10.63% |
$168K - $193K
|
12.1K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.16K+ 20.38% |
$167K - $192K
|
6.84K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.15K+ 7.91% |
$167K - $191K
|
15.7K
$2.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.14K+ 80.52% |
$165K - $189K
|
2.56K
$467K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.13K+ 1.84% |
$163K - $186K
|
62.4K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.12K+ 5.01% |
$162K - $185K
|
23.5K
$4.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 6.86% |
$160K - $183K
|
17.2K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.1K+ 0.27% |
$159K - $181K
|
408K
$74.5M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.09K+ 5.95% |
$158K - $181K
|
19.4K
$3.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.07K+ 65.93% |
$155K - $178K
|
2.7K
$494K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 0.84% |
$146K - $167K
|
122K
$22.3M
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
997+ 27.98% |
$144K - $165K
|
4.56K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
994+ 19.87% |
$144K - $164K
|
6K
$1.1M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
972+ 12.11% |
$141K - $161K
|
9K
$1.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
965+ 7.92% |
$140K - $160K
|
13.2K
$2.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
957+ 4.3% |
$138K - $158K
|
23.2K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
956New |
$138K - $158K
|
956
$175K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
944+ 5.47% |
$137K - $156K
|
18.2K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
938+ 9.88% |
$136K - $155K
|
10.4K
$1.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
934+ 8.11% |
$135K - $155K
|
12.4K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
924+ 22.79% |
$134K - $153K
|
4.98K
$910K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
912+ 65.0% |
$132K - $151K
|
2.32K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
906+ 54.45% |
$131K - $150K
|
2.57K
$470K
|