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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2- 0.07% |
$353 - $374
|
2.7K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-2- 0.01% |
$353 - $374
|
13.8K
$2.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4- 0.98% |
$706 - $748
|
405
$74.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 25.0% |
$706 - $748
|
12
$2.19K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6- 1.63% |
$1.06K - $1.12K
|
361
$66K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.56% |
$1.23K - $1.31K
|
1.24K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-9- 0.41% |
$1.59K - $1.68K
|
2.18K
$398K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-10- 0.53% |
$1.76K - $1.87K
|
1.89K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10- 0.08% |
$1.76K - $1.87K
|
12.7K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-14- 2.2% |
$2.47K - $2.62K
|
623
$114K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14- 0.17% |
$2.47K - $2.62K
|
8.16K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-14- 0.88% |
$2.47K - $2.62K
|
1.58K
$288K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-14- 0.88% |
$2.47K - $2.62K
|
1.58K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 4.05% |
$2.82K - $2.99K
|
379
$69.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-19- 0.49% |
$3.35K - $3.55K
|
3.84K
$703K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-23- 1.05% |
$4.06K - $4.3K
|
2.17K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-24- 0.49% |
$4.23K - $4.49K
|
4.92K
$900K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-24- 0.09% |
$4.23K - $4.49K
|
26.4K
$4.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-24- 1.05% |
$4.23K - $4.49K
|
2.26K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-26- 2.01% |
$4.59K - $4.86K
|
1.27K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-26- 0.77% |
$4.59K - $4.86K
|
3.35K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-32- 2.08% |
$5.65K - $5.98K
|
1.51K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-32- 0.98% |
$5.65K - $5.98K
|
3.24K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-35- 0.78% |
$6.17K - $6.54K
|
4.46K
$816K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-37- 0.2% |
$6.53K - $6.92K
|
18.2K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-37- 0.12% |
$6.53K - $6.92K
|
29.7K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-37- 2.79% |
$6.53K - $6.92K
|
1.29K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 5.88% |
$6.53K - $6.92K
|
592
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-40- 1.55% |
$7.06K - $7.48K
|
2.54K
$464K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-41- 2.91% |
$7.23K - $7.66K
|
1.37K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-42- 3.15% |
$7.41K - $7.85K
|
1.29K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-42- 2.43% |
$7.41K - $7.85K
|
1.69K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-44- 0.7% |
$7.76K - $8.22K
|
6.25K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-46- 0.43% |
$8.12K - $8.6K
|
10.7K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-46- 3.15% |
$8.12K - $8.6K
|
1.42K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-47- 0.75% |
$8.29K - $8.78K
|
6.23K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-48- 2.64% |
$8.47K - $8.97K
|
1.77K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-56- 4.22% |
$9.88K - $10.5K
|
1.27K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 3.91% |
$10.1K - $10.7K
|
1.4K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-59- 3.66% |
$10.4K - $11K
|
1.55K
$284K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-63- 1.71% |
$11.1K - $11.8K
|
3.62K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-63- 0.78% |
$11.1K - $11.8K
|
7.97K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 62.38% |
$11.1K - $11.8K
|
38
$6.95K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-64- 5.19% |
$11.3K - $12K
|
1.17K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-67- 1.78% |
$11.8K - $12.5K
|
3.69K
$674K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-68- 2.79% |
$12K - $12.7K
|
2.37K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-71- 4.66% |
$12.5K - $13.3K
|
1.45K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-76- 4.79% |
$13.4K - $14.2K
|
1.51K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-96- 0.07% |
$16.9K - $17.9K
|
134K
$24.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-97- 0.84% |
$17.1K - $18.1K
|
11.4K
$2.09M
|