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 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-34- 2.02% |
$6K - $6.35K
|
1.65K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-35- 0.78% |
$6.17K - $6.54K
|
4.46K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-36- 0.36% |
$6.35K - $6.73K
|
9.94K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-37- 0.2% |
$6.53K - $6.92K
|
18.2K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-37- 2.79% |
$6.53K - $6.92K
|
1.29K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-37- 5.88% |
$6.53K - $6.92K
|
592
$109K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-37- 0.12% |
$6.53K - $6.92K
|
29.7K
$5.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-39- 0.18% |
$6.88K - $7.29K
|
21.5K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-40- 1.55% |
$7.06K - $7.48K
|
2.54K
$466K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-41- 2.91% |
$7.23K - $7.66K
|
1.37K
$252K
|
|
|
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
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-42- 2.43% |
$7.41K - $7.85K
|
1.69K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-44- 0.7% |
$7.76K - $8.22K
|
6.25K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-46- 0.43% |
$8.12K - $8.6K
|
10.7K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-46- 3.15% |
$8.12K - $8.6K
|
1.42K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-47- 0.75% |
$8.29K - $8.78K
|
6.23K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-48- 2.64% |
$8.47K - $8.97K
|
1.77K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-50- 0.22% |
$8.82K - $9.35K
|
22.5K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-54- 0.02% |
$9.53K - $10.1K
|
254K
$46.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-56- 4.22% |
$9.88K - $10.5K
|
1.27K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 3.91% |
$10.1K - $10.7K
|
1.4K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-59- 3.66% |
$10.4K - $11K
|
1.55K
$286K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-63- 1.71% |
$11.1K - $11.8K
|
3.62K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 62.38% |
$11.1K - $11.8K
|
38
$6.99K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-63- 0.78% |
$11.1K - $11.8K
|
7.97K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-64- 5.19% |
$11.3K - $12K
|
1.17K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-67- 1.78% |
$11.8K - $12.5K
|
3.69K
$678K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-68- 2.79% |
$12K - $12.7K
|
2.37K
$436K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-70- 13.86% |
$12.3K - $13.1K
|
435
$80K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-71- 4.66% |
$12.5K - $13.3K
|
1.45K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-72- 3.35% |
$12.7K - $13.5K
|
2.08K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-73- 2.9% |
$12.9K - $13.6K
|
2.45K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-76- 4.79% |
$13.4K - $14.2K
|
1.51K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-90- 3.18% |
$15.9K - $16.8K
|
2.74K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-96- 0.07% |
$16.9K - $17.9K
|
134K
$24.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-97- 0.84% |
$17.1K - $18.1K
|
11.4K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-98- 2.04% |
$17.3K - $18.3K
|
4.7K
$864K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-99- 1.26% |
$17.5K - $18.5K
|
7.73K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-100- 5.31% |
$17.6K - $18.7K
|
1.79K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-101- 3.77% |
$17.8K - $18.9K
|
2.58K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-101- 1.63% |
$17.8K - $18.9K
|
6.11K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-104- 0.81% |
$18.3K - $19.4K
|
12.8K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-105- 0.25% |
$18.5K - $19.6K
|
41.6K
$7.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-106- 3.93% |
$18.7K - $19.8K
|
2.59K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-108- 3.76% |
$19.1K - $20.2K
|
2.77K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-111- 1.76% |
$19.6K - $20.7K
|
6.21K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-111- 1.07% |
$19.6K - $20.7K
|
10.2K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-111- 15.48% |
$19.6K - $20.7K
|
606
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-112- 2.23% |
$19.8K - $20.9K
|
4.9K
$901K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-114- 3.07% |
$20.1K - $21.3K
|
3.6K
$663K
|