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 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.31K+ 105.2% |
$375K - $413K
|
4.5K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.31K+ 14.3% |
$375K - $413K
|
18.4K
$3.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.27KNew |
$369K - $407K
|
2.27K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.26K+ 2.98% |
$368K - $406K
|
78.2K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.26K+ 11.48% |
$368K - $405K
|
21.9K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.26K+ 5.72% |
$367K - $405K
|
41.7K
$7.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.22K+ 6.55% |
$361K - $398K
|
36K
$6.59M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.22K+ 52.26% |
$361K - $398K
|
6.46K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.22K+ 3.81% |
$360K - $397K
|
60.3K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.21K+ 26.64% |
$359K - $396K
|
10.5K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.17KNew |
$352K - $389K
|
2.17K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.15KNew |
$350K - $385K
|
2.15K
$393K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.13KNew |
$347K - $382K
|
2.13K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.12K+ 15.96% |
$345K - $380K
|
15.4K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 1.66% |
$344K - $379K
|
129K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
2.11K+ 3.93% |
$344K - $379K
|
55.8K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.11K+ 7.79% |
$343K - $379K
|
29.2K
$5.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.09K+ 0.64% |
$341K - $375K
|
328K
$59.9M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.05K+ 3.71% |
$333K - $367K
|
57.3K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.03KNew |
$330K - $364K
|
2.03K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.02K+ 57.62% |
$328K - $362K
|
5.52K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.98K+ 21.3% |
$323K - $356K
|
11.3K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.97K+ 30.11% |
$321K - $354K
|
8.53K
$1.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
1.92K+ 4.4% |
$313K - $345K
|
45.6K
$8.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.91KNew |
$310K - $342K
|
1.91K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
1.89KNew |
$307K - $338K
|
1.89K
$345K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.87K+ 13.32% |
$304K - $335K
|
15.9K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.84K+ 2.68% |
$300K - $330K
|
70.5K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.79K+ 2.78% |
$291K - $321K
|
66K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.75K+ 68.53% |
$285K - $314K
|
4.31K
$787K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.75KNew |
$284K - $313K
|
1.75K
$319K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.71K+ 33.96% |
$277K - $306K
|
6.73K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.69K+ 27.22% |
$275K - $303K
|
7.9K
$1.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.69KNew |
$275K - $303K
|
1.69K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.68K+ 2.67% |
$274K - $302K
|
64.7K
$11.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
1.67K+ 5.68% |
$272K - $300K
|
31.1K
$5.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 7.86% |
$271K - $298K
|
22.8K
$4.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.65K+ 0.99% |
$268K - $295K
|
168K
$30.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.63K+ 55.85% |
$266K - $293K
|
4.56K
$833K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.63K+ 1.74% |
$264K - $292K
|
95K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.63K+ 4.64% |
$264K - $291K
|
36.6K
$6.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.62KNew |
$264K - $291K
|
1.62K
$296K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.61K+ 22.65% |
$261K - $288K
|
8.69K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.6K+ 7.59% |
$260K - $287K
|
22.7K
$4.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
1.6KNew |
$259K - $286K
|
1.6K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.59K+ 2.8% |
$259K - $286K
|
58.6K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.59K+ 4.89% |
$259K - $285K
|
34.1K
$6.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.58K+ 50.54% |
$257K - $283K
|
4.71K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.58KNew |
$257K - $283K
|
1.58K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.58KNew |
$256K - $283K
|
1.58K
$288K
|