Purchases and Sales Made in Q2 2024 in Ishares Msci Usa Quality Facto (QUAL)
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 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.79K+ 3.75% |
$277K - $310K
|
49.5K
$8.73M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.78K+ 9.43% |
$275K - $308K
|
20.6K
$3.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.76K+ 3.7% |
$273K - $306K
|
49.4K
$8.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.75K+ 28.48% |
$270K - $303K
|
7.88K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.72K+ 109.86% |
$265K - $297K
|
3.28K
$578K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.71K+ 8.9% |
$264K - $296K
|
20.9K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.68K+ 2.7% |
$260K - $291K
|
64.1K
$11.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.65KNew |
$255K - $286K
|
1.65K
$291K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.64K+ 73.65% |
$253K - $283K
|
3.86K
$680K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.63K+ 6.7% |
$252K - $283K
|
26K
$4.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.63KNew |
$252K - $283K
|
1.63K
$288K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.61KNew |
$248K - $278K
|
1.61K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.6KNew |
$248K - $278K
|
1.6K
$283K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.59K+ 5.93% |
$246K - $275K
|
28.4K
$5.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.59K+ 7.84% |
$245K - $275K
|
21.8K
$3.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.58K+ 15.66% |
$244K - $273K
|
11.6K
$2.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55K+ 8.61% |
$240K - $268K
|
19.5K
$3.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.55K+ 3.49% |
$239K - $268K
|
45.9K
$8.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.55K+ 0.64% |
$239K - $268K
|
245K
$43.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.53K+ 0.33% |
$237K - $265K
|
462K
$81.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.53K+ 44.68% |
$236K - $265K
|
4.95K
$874K
|
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.52K+ 4.71% |
$234K - $263K
|
33.7K
$5.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.51KNew |
$234K - $262K
|
1.51K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.51KNew |
$233K - $261K
|
1.51K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.49KNew |
$230K - $258K
|
1.49K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.49K+ 61.54% |
$230K - $258K
|
3.91K
$689K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.48K+ 1.71% |
$229K - $256K
|
87.9K
$15.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.47KNew |
$227K - $254K
|
1.47K
$259K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.46K+ 98.99% |
$226K - $254K
|
2.94K
$519K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.46KNew |
$225K - $253K
|
1.46K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.45KNew |
$224K - $251K
|
1.45K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.44K+ 7.02% |
$223K - $249K
|
22K
$3.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.43K+ 57.16% |
$220K - $247K
|
3.92K
$691K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.41K+ 111.9% |
$218K - $244K
|
2.67K
$471K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.39K+ 31.67% |
$214K - $240K
|
5.77K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.38KNew |
$214K - $240K
|
1.38K
$244K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.37KNew |
$212K - $238K
|
1.37K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.36K+ 111.14% |
$210K - $235K
|
2.58K
$455K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
1.36KNew |
$210K - $235K
|
1.36K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.34K+ 1.69% |
$207K - $232K
|
81K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.33K+ 0.22% |
$206K - $231K
|
614K
$108M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.31KNew |
$202K - $227K
|
1.31K
$231K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.3KNew |
$201K - $225K
|
1.3K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.3KNew |
$201K - $225K
|
1.3K
$229K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.29KNew |
$200K - $224K
|
1.29K
$228K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$193K - $216K
|
1.25K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.25K+ 2.92% |
$193K - $216K
|
44K
$7.76M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$191K - $215K
|
1.24K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.24KNew |
$191K - $214K
|
1.24K
$218K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.23K+ 45.62% |
$191K - $214K
|
3.94K
$694K
|