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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-406- 1.76% |
$66K - $72.8K
|
22.7K
$4.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-411- 15.07% |
$66.8K - $73.7K
|
2.32K
$428K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-412- 1.17% |
$67K - $73.9K
|
34.8K
$6.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-416- 0.41% |
$67.7K - $74.6K
|
100K
$18.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-434- 16.73% |
$70.6K - $77.8K
|
2.16K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-440- 3.95% |
$71.6K - $78.9K
|
10.7K
$1.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-446- 4.6% |
$72.5K - $80K
|
9.24K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-459- 1.57% |
$74.7K - $82.3K
|
28.8K
$5.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-460- 9.22% |
$74.8K - $82.5K
|
4.53K
$836K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-466- 0.72% |
$75.8K - $83.6K
|
64.6K
$11.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-473- 0.47% |
$76.9K - $84.8K
|
101K
$18.6M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-473- 6.99% |
$76.9K - $84.8K
|
6.29K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-476- 3.29% |
$77.4K - $85.3K
|
14K
$2.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-480- 16.71% |
$78.1K - $86.1K
|
2.39K
$442K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-487- 2.32% |
$79.2K - $87.3K
|
20.5K
$3.79M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-491- 1.54% |
$79.9K - $88K
|
31.4K
$5.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-502- 1.42% |
$81.6K - $90K
|
34.9K
$6.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-524- 20.86% |
$85.2K - $94K
|
1.99K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-526- 11.55% |
$85.5K - $94.3K
|
4.03K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-526- 19.4% |
$85.5K - $94.3K
|
2.19K
$403K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-551- 0.91% |
$89.6K - $98.8K
|
59.8K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-569- 21.4% |
$92.5K - $102K
|
2.09K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-578- 2.3% |
$94K - $104K
|
24.5K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-593- 26.0% |
$96.4K - $106K
|
1.69K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-608- 1.1% |
$98.9K - $109K
|
54.9K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-610- 0.74% |
$99.2K - $109K
|
81.7K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-619- 37.22% |
$101K - $111K
|
1.04K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-625- 0.6% |
$102K - $112K
|
104K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-634- 32.71% |
$103K - $114K
|
1.3K
$241K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-646- 0.45% |
$105K - $116K
|
143K
$26.4M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-656- 17.5% |
$107K - $118K
|
3.09K
$571K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-679- 3.41% |
$110K - $122K
|
19.2K
$3.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-681- 3.42% |
$111K - $122K
|
19.2K
$3.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-684- 10.69% |
$111K - $123K
|
5.71K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-694- 1.12% |
$113K - $124K
|
61.3K
$11.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-708- 6.19% |
$115K - $127K
|
10.7K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-733- 0.74% |
$119K - $131K
|
98.3K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-755- 0.13% |
$123K - $135K
|
586K
$108M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-770- 4.05% |
$125K - $138K
|
18.3K
$3.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-786- 26.72% |
$128K - $141K
|
2.16K
$398K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-799- 3.24% |
$130K - $143K
|
23.8K
$4.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-801- 3.96% |
$130K - $144K
|
19.4K
$3.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-802- 2.7% |
$130K - $144K
|
28.9K
$5.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-817- 3.67% |
$133K - $146K
|
21.4K
$3.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-840- 1.23% |
$137K - $151K
|
67.6K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-856- 12.56% |
$139K - $153K
|
5.96K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-873- 0.18% |
$142K - $157K
|
491K
$90.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-913- 3.34% |
$148K - $164K
|
26.5K
$4.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-916- 3.67% |
$149K - $164K
|
24.1K
$4.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-917- 23.4% |
$149K - $164K
|
3K
$554K
|