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 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.2K+ 96.81% |
$845K - $931K
|
10.6K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.19K+ 18.88% |
$843K - $930K
|
32.6K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.11K+ 18.35% |
$831K - $916K
|
32.9K
$6.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.05K+ 14.99% |
$822K - $906K
|
38.8K
$7.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4.98K+ 5.27% |
$810K - $893K
|
99.5K
$18.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.97K+ 4.58% |
$808K - $891K
|
113K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.95K+ 192.41% |
$804K - $887K
|
7.52K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.86K+ 2.07% |
$790K - $871K
|
240K
$43.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.82K+ 35.08% |
$784K - $864K
|
18.6K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.76KNew |
$775K - $854K
|
4.76K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.75K+ 6.23% |
$773K - $852K
|
81K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
4.75K+ 6.01% |
$772K - $851K
|
83.8K
$15.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.68K+ 4.7% |
$761K - $839K
|
104K
$19M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.67K+ 22.09% |
$760K - $838K
|
25.8K
$4.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.63K+ 2.88% |
$752K - $829K
|
166K
$30.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.61K+ 5.26% |
$749K - $826K
|
92.2K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.56K+ 20.84% |
$742K - $818K
|
26.5K
$4.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.55K+ 96.03% |
$740K - $816K
|
9.29K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4.53K+ 16.53% |
$737K - $813K
|
32K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.51K+ 237.22% |
$734K - $809K
|
6.41K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.46K+ 2.49% |
$726K - $800K
|
184K
$33.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 18.65% |
$723K - $797K
|
28.3K
$5.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.41K+ 3.29% |
$717K - $791K
|
138K
$25.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.37K+ 2.91% |
$710K - $783K
|
154K
$28.2M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.32K+ 7.68% |
$703K - $775K
|
60.6K
$11.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.32K+ 63.32% |
$703K - $775K
|
11.1K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
4.31K+ 1.32% |
$701K - $773K
|
332K
$60.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.22K+ 20.5% |
$686K - $756K
|
24.8K
$4.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.18K+ 10.29% |
$680K - $750K
|
44.8K
$8.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.18K+ 0.33% |
$679K - $749K
|
1.27M
$232M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.14K+ 5.35% |
$673K - $742K
|
81.4K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.13K+ 6.18% |
$671K - $740K
|
70.9K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.1K+ 0.3% |
$667K - $736K
|
1.39M
$254M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.07K+ 3.86% |
$662K - $730K
|
110K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.03KNew |
$655K - $722K
|
4.03K
$736K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.97KNew |
$645K - $711K
|
3.97K
$725K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.81KNew |
$619K - $682K
|
3.81K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
3.8K+ 10.25% |
$619K - $682K
|
40.9K
$7.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.75KNew |
$611K - $673K
|
3.75K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.72K+ 4.6% |
$605K - $667K
|
84.7K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.61K+ 30.22% |
$588K - $648K
|
15.6K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.58K+ 2.47% |
$582K - $641K
|
148K
$27.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
3.53KNew |
$574K - $632K
|
3.53K
$644K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 2.14% |
$573K - $632K
|
168K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.52K+ 13.86% |
$573K - $631K
|
28.9K
$5.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.52K+ 8.36% |
$572K - $631K
|
45.6K
$8.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 61.92% |
$563K - $621K
|
9.06K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.43K+ 1.31% |
$558K - $615K
|
265K
$48.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.41K+ 43.25% |
$555K - $612K
|
11.3K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.4K+ 2.07% |
$552K - $609K
|
167K
$30.6M
|