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 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-226- 0.63% |
$39.9K - $42.2K
|
35.8K
$6.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-230- 97.05% |
$40.6K - $43K
|
7
$1.28K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-235- 1.73% |
$41.5K - $43.9K
|
13.3K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-237- 1.6% |
$41.8K - $44.3K
|
14.6K
$2.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-240- 51.5% |
$42.3K - $44.9K
|
226
$41.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-240- 1.73% |
$42.3K - $44.9K
|
13.6K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-244- 5.88% |
$43K - $45.6K
|
3.91K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-248- 2.71% |
$43.8K - $46.4K
|
8.91K
$1.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-251- 0.46% |
$44.3K - $46.9K
|
54.4K
$9.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-253- 3.21% |
$44.6K - $47.3K
|
7.63K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-256- 3.95% |
$45.2K - $47.8K
|
6.23K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-283- 2.49% |
$49.9K - $52.9K
|
11.1K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-291- 3.86% |
$51.3K - $54.4K
|
7.25K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-298- 4.18% |
$52.6K - $55.7K
|
6.83K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-311- 24.0% |
$54.9K - $58.1K
|
985
$180K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-322- 0.28% |
$56.8K - $60.2K
|
114K
$20.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-335- 3.63% |
$59.1K - $62.6K
|
8.91K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-342- 0.51% |
$60.3K - $63.9K
|
67.3K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-343- 2.96% |
$60.5K - $64.1K
|
11.2K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-344- 9.82% |
$60.7K - $64.3K
|
3.16K
$578K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-353- 6.51% |
$62.3K - $66K
|
5.07K
$927K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-365- 10.45% |
$64.4K - $68.2K
|
3.13K
$572K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-386- 2.92% |
$68.1K - $72.1K
|
12.8K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-415- 3.85% |
$73.2K - $77.6K
|
10.4K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-421- 14.01% |
$74.3K - $78.7K
|
2.58K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-436- 5.55% |
$76.9K - $81.5K
|
7.41K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-436- 0.94% |
$76.9K - $81.5K
|
46K
$8.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-439- 0.14% |
$77.4K - $82.1K
|
304K
$55.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-443- 0.95% |
$78.2K - $82.8K
|
46.3K
$8.47M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-443- 1.41% |
$78.2K - $82.8K
|
30.9K
$5.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-451- 3.73% |
$79.6K - $84.3K
|
11.6K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-478- 23.49% |
$84.3K - $89.3K
|
1.56K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-498- 1.36% |
$87.9K - $93.1K
|
36K
$6.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-501- 8.77% |
$88.4K - $93.6K
|
5.21K
$954K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-517- 7.84% |
$91.2K - $96.6K
|
6.08K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-521- 1.15% |
$91.9K - $97.4K
|
44.6K
$8.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-530- 1.36% |
$93.5K - $99.1K
|
38.3K
$7.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-533- 2.21% |
$94K - $99.6K
|
23.6K
$4.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-548- 0.6% |
$96.7K - $102K
|
90.4K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-553- 3.32% |
$97.6K - $103K
|
16.1K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-574- 2.8% |
$101K - $107K
|
20K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-591- 1.09% |
$104K - $110K
|
53.8K
$9.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-601- 2.08% |
$106K - $112K
|
28.3K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-606- 4.05% |
$107K - $113K
|
14.4K
$2.63M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-621- 0.72% |
$110K - $116K
|
86K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-633- 15.02% |
$112K - $118K
|
3.58K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-638- 14.94% |
$113K - $119K
|
3.63K
$665K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-651- 1.64% |
$115K - $122K
|
39K
$7.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-654- 1.49% |
$115K - $122K
|
43.3K
$7.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-694- 17.66% |
$122K - $130K
|
3.24K
$592K
|