Purchases and Sales Made in Q4 2023 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
33.2K+ 10.76% |
$4.24M - $4.92M
|
342K
$62.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.1K+ 2.53% |
$4.22M - $4.89M
|
1.34M
$246M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33K+ 19.64% |
$4.21M - $4.88M
|
201K
$36.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
32.8KNew |
$4.19M - $4.85M
|
32.8K
$6.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32.4K+ 5.81% |
$4.14M - $4.8M
|
591K
$108M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
31.4KNew |
$4.01M - $4.65M
|
31.4K
$5.76M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.1KNew |
$3.97M - $4.6M
|
31.1K
$5.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
30.1KNew |
$3.85M - $4.46M
|
30.1K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
30.1KNew |
$3.85M - $4.46M
|
30.1K
$5.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30KNew |
$3.83M - $4.44M
|
30K
$5.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
30K+ 6.61% |
$3.83M - $4.44M
|
484K
$88.7M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
29K+ 1170.05% |
$3.71M - $4.3M
|
31.5K
$5.78M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
27.9K+ 330.21% |
$3.57M - $4.13M
|
36.4K
$6.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27.3KNew |
$3.48M - $4.04M
|
27.3K
$5M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
26.8K+ 29416.48% |
$3.42M - $3.96M
|
26.9K
$4.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
26.2K+ 13.6% |
$3.34M - $3.87M
|
219K
$40.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
26KNew |
$3.32M - $3.85M
|
26K
$4.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
25.9K+ 82.4% |
$3.31M - $3.84M
|
57.4K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.8K+ 17.68% |
$3.3M - $3.82M
|
172K
$31.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
25.7K+ 14.77% |
$3.28M - $3.81M
|
200K
$36.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.5K+ 5.95% |
$3.25M - $3.77M
|
454K
$83.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
24.8KNew |
$3.17M - $3.67M
|
24.8K
$4.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
24.5KNew |
$3.13M - $3.63M
|
24.5K
$4.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.4K+ 14.61% |
$3.11M - $3.61M
|
191K
$35.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
24.3K+ 15.57% |
$3.1M - $3.59M
|
180K
$33M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24K+ 15.57% |
$3.06M - $3.55M
|
178K
$32.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
23K+ 11.35% |
$2.94M - $3.4M
|
226K
$41.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22.9K+ 25.39% |
$2.92M - $3.39M
|
113K
$20.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
22.8K+ 51.0% |
$2.91M - $3.38M
|
67.6K
$12.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
22.5K+ 14.55% |
$2.87M - $3.33M
|
177K
$32.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22.5K+ 5.25% |
$2.87M - $3.33M
|
451K
$82.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
22.1KNew |
$2.82M - $3.27M
|
22.1K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
21.1K+ 23.36% |
$2.7M - $3.13M
|
112K
$20.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
21K+ 3.91% |
$2.67M - $3.1M
|
557K
$102M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
20.8K+ 10.66% |
$2.66M - $3.08M
|
216K
$39.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.7K+ 159.98% |
$2.65M - $3.07M
|
33.7K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
20.7K+ 15.24% |
$2.64M - $3.06M
|
156K
$28.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
20.4K+ 39.22% |
$2.6M - $3.02M
|
72.3K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
19.8KNew |
$2.53M - $2.93M
|
19.8K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.5K+ 3.46% |
$2.49M - $2.89M
|
583K
$107M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18.9K+ 69.48% |
$2.41M - $2.79M
|
46K
$8.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.5KNew |
$2.36M - $2.74M
|
18.5K
$3.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
18.5K+ 66.55% |
$2.36M - $2.74M
|
46.3K
$8.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
18.3KNew |
$2.34M - $2.71M
|
18.3K
$3.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
17.6K+ 8.33% |
$2.24M - $2.6M
|
229K
$41.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.3KNew |
$2.2M - $2.55M
|
17.3K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 16.31% |
$2.16M - $2.51M
|
121K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 17.47% |
$2.09M - $2.43M
|
110K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16.4KNew |
$2.09M - $2.42M
|
16.4K
$3M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
16.3KNew |
$2.08M - $2.41M
|
16.3K
$2.99M
|