Purchases and Sales Made in Q3 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 Q3 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
Oct 22, 2024 Q3 2024
Mc Adam, LLC

BUY
 -
666
+ 23.55%
$108K - $119K
3.49K $647K
Oct 03, 2024 Q3 2024
Granite Bay Wealth Management, LLC

BUY
 -
633
+ 27.52%
$103K - $113K
2.93K $543K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
633
+ 1.88%
$103K - $113K
34.3K $6.35M
Oct 24, 2024 Q3 2024
Bay Colony Advisory Group, Inc D

BUY
 -
618
+ 6.57%
$101K - $111K
10K $1.86M
Oct 23, 2024 Q3 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
614
+ 3.49%
$99.9K - $110K
18.2K $3.37M
Nov 14, 2024 Q3 2024
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
610
+ 5.92%
$99.2K - $109K
10.9K $2.02M
Nov 08, 2024 Q3 2024
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
607
+ 3.15%
$98.7K - $109K
19.9K $3.68M
Nov 14, 2024 Q3 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
597
+ 0.84%
$97.1K - $107K
71.9K $13.3M
Oct 22, 2024 Q3 2024
Lake Street Financial LLC

BUY
 -
595
+ 14.26%
$96.8K - $107K
4.77K $882K
Nov 15, 2024 Q3 2024
Frg Family Wealth Advisors LLC

BUY
 -
590
+ 15.3%
$96K - $106K
4.45K $823K
Oct 10, 2024 Q3 2024
Octavia Wealth Advisors, LLC

BUY
 -
582
+ 23.46%
$94.7K - $104K
3.06K $567K
Oct 28, 2024 Q3 2024
W Advisors, LLC

Germantown, TN
BUY
 -
581
+ 5.11%
$94.5K - $104K
11.9K $2.21M
Nov 08, 2024 Q3 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
574
New
$93.4K - $103K
574 $106K
Oct 08, 2024 Q3 2024
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
547
+ 2.07%
$89K - $98.1K
26.9K $4.98M
Nov 04, 2024 Q3 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
545
+ 1.38%
$88.6K - $97.7K
40K $7.41M
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
541
+ 56.59%
$88K - $97K
1.5K $277K
Nov 12, 2024 Q3 2024
Intrust Bank Na

Wichita, KS
BUY
 -
538
+ 0.67%
$87.5K - $96.5K
80.8K $15M
Nov 14, 2024 Q3 2024
Delta Investment Management, LLC

BUY
 -
536
+ 24.88%
$87.2K - $96.1K
2.69K $498K
Nov 13, 2024 Q3 2024
Financial Counselors Inc

BUY
 -
534
+ 17.35%
$86.8K - $95.7K
3.61K $669K
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
528
New
$85.9K - $94.7K
528 $97.7K
Oct 10, 2024 Q3 2024
Exchange Bank

Santa Rosa, CA
BUY
 -
524
+ 31.57%
$85.2K - $94K
2.18K $404K
Oct 16, 2024 Q3 2024
Bfsg, LLC

BUY
 -
517
New
$84.1K - $92.7K
517 $95.7K
Oct 09, 2024 Q3 2024
New England Professional Planning Group Inc.

BUY
 -
511
+ 14.66%
$83.1K - $91.6K
4K $740K
Nov 12, 2024 Q3 2024
Heritage Wealth Advisors

BUY
 -
505
New
$82.1K - $90.5K
505 $93.5K
Oct 23, 2024 Q3 2024
Dakota Wealth Management

BUY
 -
493
+ 2.63%
$80.2K - $88.4K
19.2K $3.56M
Nov 13, 2024 Q3 2024
Davidson Trust CO

BUY
 -
483
+ 21.8%
$78.6K - $86.6K
2.7K $500K
Oct 31, 2024 Q3 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
481
+ 13.14%
$78.2K - $86.2K
4.14K $767K
Oct 22, 2024 Q3 2024
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
478
+ 2.92%
$77.7K - $85.7K
16.8K $3.11M
Nov 12, 2024 Q3 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
474
+ 38.07%
$77.1K - $85K
1.72K $318K
Oct 18, 2024 Q3 2024
Atlas Brown,Inc.

BUY
 -
469
+ 21.39%
$76.3K - $84.1K
2.66K $493K
Nov 13, 2024 Q3 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
461
+ 8.48%
$75K - $82.7K
5.9K $1.09M
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
446
+ 16.64%
$72.5K - $80K
3.13K $579K
Oct 29, 2024 Q3 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
445
+ 13.43%
$72.4K - $79.8K
3.76K $696K
Oct 15, 2024 Q3 2024
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
443
+ 0.43%
$72K - $79.4K
104K $19.3M
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
442
+ 2.32%
$71.9K - $79.3K
19.5K $3.6M
Oct 24, 2024 Q3 2024
First American Bank

Dundee, IL
BUY
 -
442
+ 8.88%
$71.9K - $79.3K
5.42K $1M
Oct 29, 2024 Q3 2024
Fullcircle Wealth LLC

Dallas, TX
BUY
 -
440
+ 3.17%
$71.6K - $78.9K
14.3K $2.65M
Oct 30, 2024 Q3 2024
Interactive Financial Advisors

Chicago, IL
BUY
 -
435
+ 1.15%
$70.7K - $78K
38.2K $7.07M
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
426
New
$69.3K - $76.4K
426 $78.9K
Oct 29, 2024 Q3 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
418
+ 7.25%
$68K - $74.9K
6.19K $1.14M
Nov 12, 2024 Q3 2024
9258 Wealth Management, LLC

BUY
 -
402
+ 3.24%
$65.4K - $72.1K
12.8K $2.37M
Nov 05, 2024 Q3 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
399
+ 4.9%
$64.9K - $71.5K
8.54K $1.58M
Oct 24, 2024 Q3 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
395
+ 1.6%
$64.2K - $70.8K
25.1K $4.65M
Nov 12, 2024 Q3 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
392
+ 19.91%
$63.8K - $70.3K
2.36K $437K
Oct 18, 2024 Q3 2024
Rps Advisory Solutions LLC

Louisville, KY
BUY
 -
390
+ 20.91%
$63.4K - $69.9K
2.26K $417K
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
384
+ 1.68%
$62.5K - $68.9K
23.3K $4.31M
Oct 22, 2024 Q3 2024
Brighton Jones LLC

BUY
 -
380
+ 4.98%
$61.8K - $68.1K
8.01K $1.48M
Nov 07, 2024 Q3 2024
Beacon Capital Management, LLC

BUY
 -
380
+ 98.7%
$61.8K - $68.1K
765 $142K
Oct 17, 2024 Q3 2024
Manning & Napier Advisors LLC

Fairport, NY
BUY
 -
377
+ 20.75%
$61.3K - $67.6K
2.19K $406K

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