Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.86MNew |
$328M - $348M
|
1.86M
$340M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
520K+ 18801.74% |
$91.7M - $97.2M
|
523K
$95.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
460KNew |
$81.2M - $86.1M
|
460K
$84.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
323K+ 17.23% |
$57.1M - $60.5M
|
2.2M
$403M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
298K+ 132.3% |
$52.6M - $55.8M
|
524K
$95.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
201K+ 672.06% |
$35.5M - $37.6M
|
231K
$42.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176K+ 747.67% |
$31.1M - $32.9M
|
200K
$36.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
171KNew |
$30.1M - $31.9M
|
171K
$31.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
153K+ 7.51% |
$27M - $28.6M
|
2.19M
$401M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
121K+ 1472.02% |
$21.4M - $22.6M
|
129K
$23.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
121K+ 5426.6% |
$21.3M - $22.5M
|
123K
$22.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
116K+ 13.8% |
$20.5M - $21.7M
|
958K
$175M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
111KNew |
$19.6M - $20.8M
|
111K
$20.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
107K+ 182.65% |
$18.8M - $20M
|
165K
$30.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
86.1K+ 78.41% |
$15.2M - $16.1M
|
196K
$35.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
84.9KNew |
$15M - $15.9M
|
84.9K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
75.9KNew |
$13.4M - $14.2M
|
75.9K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
70.9KNew |
$12.5M - $13.2M
|
70.9K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
70.3K+ 17.78% |
$12.4M - $13.1M
|
465K
$85.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68.8K+ 27.95% |
$12.1M - $12.9M
|
315K
$57.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
68.2K+ 12.83% |
$12M - $12.8M
|
600K
$110M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
65.7K+ 3208.84% |
$11.6M - $12.3M
|
67.7K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
64.8K+ 1.66% |
$11.4M - $12.1M
|
3.96M
$725M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.1K+ 51.95% |
$11M - $11.6M
|
182K
$33.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
58.7KNew |
$10.3M - $11M
|
58.7K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
58.7KNew |
$10.3M - $11M
|
58.7K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.9K+ 4.05% |
$9.69M - $10.3M
|
1.41M
$258M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
53.3K+ 122.5% |
$9.4M - $9.96M
|
96.8K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.9K+ 4.08% |
$9.33M - $9.88M
|
1.35M
$247M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
52.4K+ 66.97% |
$9.24M - $9.79M
|
131K
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
52.2K+ 230.22% |
$9.21M - $9.75M
|
74.8K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
47.1K+ 472.47% |
$8.3M - $8.8M
|
57K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 3.26% |
$8.2M - $8.69M
|
1.47M
$269M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
46K+ 3.72% |
$8.12M - $8.6M
|
1.28M
$235M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.1K+ 25.92% |
$7.44M - $7.88M
|
205K
$37.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41.3KNew |
$7.29M - $7.73M
|
41.3K
$7.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
40.2KNew |
$7.08M - $7.51M
|
40.2K
$7.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
39.4KNew |
$6.96M - $7.37M
|
39.4K
$7.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
36.7KNew |
$6.48M - $6.87M
|
36.7K
$6.72M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
36KNew |
$6.36M - $6.74M
|
36K
$6.59M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
33.2K+ 26.63% |
$5.86M - $6.21M
|
158K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.6K+ 4.93% |
$5.75M - $6.09M
|
693K
$127M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
32.5K+ 8.18% |
$5.74M - $6.08M
|
430K
$78.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
31.3K+ 114.68% |
$5.52M - $5.85M
|
58.6K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
31.3K+ 10.11% |
$5.51M - $5.84M
|
340K
$62.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
27.8K+ 3.88% |
$4.9M - $5.19M
|
744K
$136M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
27.7K+ 5.8% |
$4.89M - $5.19M
|
506K
$92.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
27.4KNew |
$4.83M - $5.12M
|
27.4K
$5.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
26.6KNew |
$4.7M - $4.98M
|
26.6K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25.7K+ 5.88% |
$4.53M - $4.8M
|
463K
$84.7M
|