Purchases and Sales Made in Q3 2024 in Ishares Msci Usa Quality Facto (QUAL)
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 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
342+ 8.83% |
$55.6K - $61.3K
|
4.22K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
341+ 1.07% |
$55.5K - $61.1K
|
32.3K
$5.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
337+ 2.87% |
$54.8K - $60.4K
|
12.1K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
337+ 5.65% |
$54.8K - $60.4K
|
6.3K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
336+ 4.38% |
$54.6K - $60.2K
|
8.01K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
333+ 5.89% |
$54.2K - $59.7K
|
5.99K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
323+ 8.2% |
$52.5K - $57.9K
|
4.26K
$779K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
322+ 4.23% |
$52.4K - $57.7K
|
7.93K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
319+ 0.41% |
$51.9K - $57.2K
|
78.2K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
307+ 6.96% |
$49.9K - $55K
|
4.72K
$862K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
305+ 9.5% |
$49.6K - $54.7K
|
3.52K
$643K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
303New |
$49.3K - $54.3K
|
303
$55.4K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
299+ 1.45% |
$48.6K - $53.6K
|
20.9K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
295+ 12.38% |
$48K - $52.9K
|
2.68K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
294+ 5.96% |
$47.8K - $52.7K
|
5.23K
$956K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
292+ 3.53% |
$47.5K - $52.4K
|
8.57K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
287+ 7.35% |
$46.7K - $51.5K
|
4.19K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
269+ 2.98% |
$43.8K - $48.2K
|
9.31K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
266+ 11.74% |
$43.3K - $47.7K
|
2.53K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
263+ 8.27% |
$42.8K - $47.2K
|
3.45K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
260+ 61.32% |
$42.3K - $46.6K
|
684
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
254New |
$41.3K - $45.5K
|
254
$46.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
252+ 2.22% |
$41K - $45.2K
|
11.6K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
245+ 2.36% |
$39.8K - $43.9K
|
10.6K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 4.0% |
$39.4K - $43.4K
|
6.29K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
239New |
$38.9K - $42.9K
|
239
$43.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
239+ 4.03% |
$38.9K - $42.9K
|
6.17K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
238+ 0.41% |
$38.7K - $42.7K
|
58.5K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
230+ 4.53% |
$37.4K - $41.2K
|
5.3K
$969K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
227+ 46.33% |
$36.9K - $40.7K
|
717
$131K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
224+ 0.26% |
$36.4K - $40.2K
|
86.7K
$15.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
223+ 4.87% |
$36.3K - $40K
|
4.81K
$878K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
222+ 2.22% |
$36.1K - $39.8K
|
10.2K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
220New |
$35.8K - $39.4K
|
220
$40.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
219+ 12.94% |
$35.6K - $39.3K
|
1.91K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
218+ 0.55% |
$35.5K - $39.1K
|
39.7K
$7.25M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
212+ 5.56% |
$34.5K - $38K
|
4.03K
$736K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
207+ 4.62% |
$33.7K - $37.1K
|
4.69K
$856K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
205+ 14.93% |
$33.3K - $36.8K
|
1.58K
$288K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
202+ 0.13% |
$32.9K - $36.2K
|
150K
$27.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
201+ 5.43% |
$32.7K - $36K
|
3.91K
$714K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
200+ 2.31% |
$32.5K - $35.9K
|
8.87K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
199+ 1.75% |
$32.4K - $35.7K
|
11.6K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
192+ 2.77% |
$31.2K - $34.4K
|
7.13K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
186+ 1.84% |
$30.3K - $33.3K
|
10.3K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
185+ 10.22% |
$30.1K - $33.2K
|
2K
$365K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
181+ 6.87% |
$29.4K - $32.5K
|
2.82K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
173+ 2.25% |
$28.1K - $31K
|
7.85K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
173+ 692.0% |
$28.1K - $31K
|
198
$36.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
171+ 3.21% |
$27.8K - $30.7K
|
5.5K
$1M
|