Purchases and Sales Made in Q2 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 Q2 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
Jul 31, 2024 Q2 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
116
+ 14.93%
$17.9K - $20.1K
893 $157K
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
114
+ 4.45%
$17.6K - $19.7K
2.67K $471K
Aug 13, 2024 Q2 2024
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
113
+ 4.59%
$17.5K - $19.6K
2.58K $454K
Jul 12, 2024 Q2 2024
Country Trust Bank

BUY
 -
110
New
$17K - $19.1K
110 $19.4K
Jul 19, 2024 Q2 2024
Parsons Capital Management Inc

BUY
 -
110
+ 1.8%
$17K - $19.1K
6.21K $1.09M
Aug 02, 2024 Q2 2024
Strategy Asset Managers LLC

BUY
 -
106
+ 6.22%
$16.4K - $18.4K
1.81K $319K
Jul 31, 2024 Q2 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
105
+ 1.82%
$16.2K - $18.2K
5.88K $1.04M
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
102
+ 3.01%
$15.8K - $17.7K
3.49K $616K
Aug 14, 2024 Q2 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
102
+ 10.86%
$15.8K - $17.7K
1.04K $184K
Jul 24, 2024 Q2 2024
Pinnacle Wealth Management Group, Inc.

BUY
 -
100
+ 5.4%
$15.5K - $17.3K
1.95K $344K
Jul 08, 2024 Q2 2024
Sugarloaf Wealth Management, LLC

BUY
 -
96
+ 29.0%
$14.8K - $16.6K
427 $75.3K
Jul 16, 2024 Q2 2024
Falcon Wealth Planning

BUY
 -
92
+ 6.06%
$14.2K - $15.9K
1.61K $284K
Aug 14, 2024 Q2 2024
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
88
+ 3.53%
$13.6K - $15.2K
2.58K $455K
Aug 14, 2024 Q2 2024
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
81
+ 0.55%
$12.5K - $14K
14.8K $2.61M
Aug 12, 2024 Q2 2024
Econ Financial Services Corp

BUY
 -
79
+ 0.74%
$12.2K - $13.7K
10.8K $1.9M
Jul 17, 2024 Q2 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
78
+ 0.24%
$12.1K - $13.5K
33.1K $5.85M
Aug 12, 2024 Q2 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
76
+ 15.83%
$11.7K - $13.2K
556 $98.1K
Aug 01, 2024 Q2 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
74
New
$11.4K - $12.8K
74 $13K
Aug 06, 2024 Q2 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
73
+ 0.83%
$11.3K - $12.6K
8.86K $1.56M
Aug 14, 2024 Q2 2024
Bare Financial Services, Inc

Gap, PA
BUY
 -
73
New
$11.3K - $12.6K
73 $12.9K
Nov 14, 2024 Q2 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
73
+ 0.45%
$11.3K - $12.6K
16.4K $2.89M
Jul 22, 2024 Q2 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
70
+ 0.38%
$10.8K - $12.1K
18.5K $3.26M
Aug 12, 2024 Q2 2024
Commerce Bank

Kansas City, MO
BUY
 -
70
+ 2.23%
$10.8K - $12.1K
3.21K $566K
Aug 14, 2024 Q2 2024
Scotia Capital Inc.

BUY
 -
69
+ 3.97%
$10.7K - $12K
1.81K $319K
Jul 30, 2024 Q2 2024
Activest Wealth Management

BUY
 -
67
+ 23.43%
$10.4K - $11.6K
353 $62.3K
Jul 25, 2024 Q2 2024
Bristlecone Advisors, LLC

BUY
 -
63
+ 0.37%
$9.74K - $10.9K
17.1K $3.01M
Jul 19, 2024 Q2 2024
Carnegie Capital Asset Management, LLC

BUY
 -
61
+ 0.53%
$9.43K - $10.6K
11.7K $2.06M
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
59
New
$9.12K - $10.2K
59 $10.4K
Aug 13, 2024 Q2 2024
Camden National Bank

Camden, ME
BUY
 -
59
+ 2.12%
$9.12K - $10.2K
2.84K $501K
Aug 02, 2024 Q2 2024
9258 Wealth Management, LLC

BUY
 -
57
+ 0.46%
$8.81K - $9.87K
12.4K $2.19M
Jul 23, 2024 Q2 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
51
+ 0.22%
$7.88K - $8.83K
22.9K $4.05M
Aug 20, 2024 Q2 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
51
New
$7.88K - $8.83K
51 $8.99K
Jul 05, 2024 Q2 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
50
New
$7.73K - $8.66K
50 $8.82K
Nov 01, 2024 Q2 2024
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
50
+ 3.24%
$7.73K - $8.66K
1.59K $281K
Jul 23, 2024 Q2 2024
Fortis Capital Management LLC

BUY
 -
49
+ 0.2%
$7.57K - $8.49K
24.3K $4.29M
Aug 15, 2024 Q2 2024
Gsa Capital Partners LLP

London, X0
BUY
 -
49
+ 2.5%
$7.57K - $8.49K
2.01K $355K
Aug 12, 2024 Q2 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
47
+ 0.16%
$7.26K - $8.14K
29.7K $5.24M
Jul 26, 2024 Q2 2024
Sheridan Capital Management, LLC

San Rafael, CA
BUY
 -
45
+ 0.39%
$6.96K - $7.79K
11.6K $2.04M
Jul 29, 2024 Q2 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
45
+ 0.5%
$6.96K - $7.79K
9.07K $1.6M
Aug 01, 2024 Q2 2024
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
45
+ 3.35%
$6.96K - $7.79K
1.39K $245K
Aug 12, 2024 Q2 2024
Independent Advisor Alliance

BUY
 -
45
+ 2.25%
$6.96K - $7.79K
2.05K $361K
Jul 31, 2024 Q2 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
43
New
$6.65K - $7.45K
43 $7.58K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
38
+ 1.6%
$5.87K - $6.58K
2.42K $427K
Aug 13, 2024 Q2 2024
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
38
+ 0.37%
$5.87K - $6.58K
10.3K $1.82M
Aug 13, 2024 Q2 2024
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
35
New
$5.41K - $6.06K
35 $6.17K
Jul 29, 2024 Q2 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
33
+ 0.36%
$5.1K - $5.72K
9.31K $1.64M
Aug 05, 2024 Q2 2024
Hanlon Investment Management, Inc.

BUY
 -
33
+ 0.29%
$5.1K - $5.72K
11.4K $2M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
33
+ 0.33%
$5.1K - $5.72K
9.94K $1.75M
Aug 14, 2024 Q2 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
31
+ 0.36%
$4.79K - $5.37K
8.72K $1.54M

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