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 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
148+ 6.78% |
$26.1K - $27.7K
|
2.33K
$428K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
143New |
$25.2K - $26.7K
|
143
$26.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
142+ 4.5% |
$25.1K - $26.5K
|
3.3K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
141+ 148.42% |
$24.9K - $26.4K
|
236
$43.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
139+ 77.22% |
$24.5K - $26K
|
319
$58.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
139+ 5.73% |
$24.5K - $26K
|
2.56K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
138+ 114.05% |
$24.3K - $25.8K
|
259
$47.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
133New |
$23.5K - $24.9K
|
133
$24.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
133+ 8.48% |
$23.5K - $24.9K
|
1.7K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
132+ 7.89% |
$23.3K - $24.7K
|
1.81K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
131New |
$23.1K - $24.5K
|
131
$24K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
131+ 0.41% |
$23.1K - $24.5K
|
31.8K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
130+ 51.38% |
$22.9K - $24.3K
|
383
$70.3K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
129+ 0.72% |
$22.8K - $24.1K
|
18.1K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
127New |
$22.4K - $23.7K
|
127
$23.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
127+ 9.95% |
$22.4K - $23.7K
|
1.4K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
125+ 33.78% |
$22.1K - $23.4K
|
495
$90.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
116+ 2.55% |
$20.5K - $21.7K
|
4.67K
$857K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
115+ 0.74% |
$20.3K - $21.5K
|
15.7K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
115+ 2.2% |
$20.3K - $21.5K
|
5.35K
$981K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
113+ 3.69% |
$19.9K - $21.1K
|
3.18K
$583K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
112+ 1120.0% |
$19.8K - $20.9K
|
122
$22.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
112New |
$19.8K - $20.9K
|
112
$20.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
112+ 2.38% |
$19.8K - $20.9K
|
4.82K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
112+ 2.1% |
$19.8K - $20.9K
|
5.45K
$999K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
111+ 5.06% |
$19.6K - $20.7K
|
2.31K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
110New |
$19.4K - $20.6K
|
110
$20.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
107+ 9.17% |
$18.9K - $20K
|
1.27K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
104+ 0.26% |
$18.3K - $19.4K
|
39.7K
$7.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
101+ 5.82% |
$17.8K - $18.9K
|
1.84K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$17.6K - $18.7K
|
100
$18.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
96+ 246.15% |
$16.9K - $17.9K
|
135
$24.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
95New |
$16.8K - $17.8K
|
95
$17.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
91+ 3.19% |
$16.1K - $17K
|
2.94K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
86+ 0.89% |
$15.2K - $16.1K
|
9.72K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
84+ 6.53% |
$14.8K - $15.7K
|
1.37K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
83New |
$14.6K - $15.5K
|
83
$15.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
82+ 63.08% |
$14.5K - $15.3K
|
212
$38.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
81+ 0.25% |
$14.3K - $15.1K
|
32.4K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.37% |
$14.1K - $15K
|
5.91K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
78+ 3.95% |
$13.8K - $14.6K
|
2.05K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
78+ 3.75% |
$13.8K - $14.6K
|
2.16K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
76+ 6.58% |
$13.4K - $14.2K
|
1.23K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
75New |
$13.2K - $14K
|
75
$13.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
75+ 0.39% |
$13.2K - $14K
|
19.5K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
74+ 0.86% |
$13.1K - $13.8K
|
8.72K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
73+ 0.3% |
$12.9K - $13.6K
|
24.5K
$4.49M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
73New |
$12.9K - $13.6K
|
73
$13.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
72+ 1.03% |
$12.7K - $13.5K
|
7.03K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
68+ 1.69% |
$12K - $12.7K
|
4.1K
$751K
|