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 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
181+ 6.87% |
$29.4K - $32.5K
|
2.82K
$520K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
173+ 2.25% |
$28.1K - $31K
|
7.85K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
173+ 692.0% |
$28.1K - $31K
|
198
$36.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
171+ 3.21% |
$27.8K - $30.7K
|
5.5K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
171+ 0.25% |
$27.8K - $30.7K
|
69.1K
$12.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
171+ 1.61% |
$27.8K - $30.7K
|
10.8K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
167+ 5.59% |
$27.2K - $29.9K
|
3.16K
$583K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
162New |
$26.3K - $29K
|
162
$29.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
161+ 13.16% |
$26.2K - $28.9K
|
1.38K
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
161+ 0.98% |
$26.2K - $28.9K
|
16.5K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
159+ 25.48% |
$25.9K - $28.5K
|
783
$145K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
158+ 1.02% |
$25.7K - $28.3K
|
15.6K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
157+ 0.42% |
$25.5K - $28.2K
|
37.5K
$6.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
157+ 7.03% |
$25.5K - $28.2K
|
2.39K
$441K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
157New |
$25.5K - $28.2K
|
157
$29K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
155+ 6.09% |
$25.2K - $27.8K
|
2.7K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
151+ 2.87% |
$24.6K - $27.1K
|
5.42K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$24.4K - $26.9K
|
150
$27.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$24.4K - $26.9K
|
150
$27.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
150New |
$24.4K - $26.9K
|
150
$27.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
148+ 28.3% |
$24.1K - $26.5K
|
671
$124K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
148+ 0.24% |
$24.1K - $26.5K
|
62.6K
$11.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
145New |
$23.6K - $26K
|
145
$26.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
140+ 1.54% |
$22.8K - $25.1K
|
9.21K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
139+ 0.9% |
$22.6K - $24.9K
|
15.6K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
127+ 4.63% |
$20.7K - $22.8K
|
2.87K
$530K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
125+ 2.9% |
$20.3K - $22.4K
|
4.43K
$818K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
125New |
$20.3K - $22.4K
|
125
$23.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
124+ 0.2% |
$20.2K - $22.2K
|
61.3K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
117+ 1.9% |
$19K - $21K
|
6.28K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
114+ 1.45% |
$18.5K - $20.4K
|
8K
$1.48M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
113+ 1.58% |
$18.4K - $20.3K
|
7.26K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
107+ 0.93% |
$17.4K - $19.2K
|
11.6K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
106+ 1.82% |
$17.2K - $19K
|
5.92K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
106+ 0.37% |
$17.2K - $19K
|
28.9K
$5.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
102+ 0.26% |
$16.6K - $18.3K
|
39.6K
$7.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
99+ 0.58% |
$16.1K - $17.8K
|
17.2K
$3.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
98+ 3.38% |
$15.9K - $17.6K
|
3K
$553K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
89New |
$14.5K - $16K
|
89
$16.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
86+ 5.92% |
$14K - $15.4K
|
1.54K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
86+ 4.29% |
$14K - $15.4K
|
2.09K
$386K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
85New |
$13.8K - $15.2K
|
85
$15.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
84+ 5.09% |
$13.7K - $15.1K
|
1.73K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
84+ 3.28% |
$13.7K - $15.1K
|
2.65K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
82+ 5.12% |
$13.3K - $14.7K
|
1.69K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
81+ 1.72% |
$13.2K - $14.5K
|
4.78K
$882K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
80+ 0.94% |
$13K - $14.3K
|
8.55K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
79+ 0.61% |
$12.8K - $14.2K
|
13K
$2.4M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
79+ 1.29% |
$12.8K - $14.2K
|
6.21K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
78+ 3.9% |
$12.7K - $14K
|
2.08K
$384K
|