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 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.66K- 4.23% |
$998K - $1.06M
|
128K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.7K- 2.74% |
$1.01M - $1.07M
|
203K
$37.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.83K- 6.26% |
$1.03M - $1.09M
|
87.3K
$16M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.85K- 55.29% |
$1.21M - $1.28M
|
5.54K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.92K- 17.84% |
$1.22M - $1.29M
|
31.8K
$5.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-7.06K- 5.19% |
$1.25M - $1.32M
|
129K
$23.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.29K- 4.97% |
$1.29M - $1.36M
|
139K
$25.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-7.92K- 30.98% |
$1.4M - $1.48M
|
17.6K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.2K- 10.68% |
$1.45M - $1.53M
|
68.6K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.5K- 27.13% |
$1.5M - $1.59M
|
22.8K
$4.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.5K- 10.32% |
$1.85M - $1.96M
|
91.2K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-10.6K- 30.42% |
$1.87M - $1.98M
|
24.2K
$4.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 7.68% |
$1.9M - $2.01M
|
130K
$23.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.3K- 46.43% |
$2M - $2.12M
|
13.1K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.5K- 20.64% |
$2.03M - $2.15M
|
44.2K
$8.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 2.96% |
$2.08M - $2.2M
|
386K
$70.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-13K- 1.02% |
$2.29M - $2.42M
|
1.25M
$229M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-14.4K- 2.35% |
$2.54M - $2.69M
|
599K
$110M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15K- 5.63% |
$2.64M - $2.8M
|
251K
$46M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-16.1K- 62.4% |
$2.84M - $3.01M
|
9.7K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.3K- 74.28% |
$3.05M - $3.23M
|
5.99K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-17.7K- 52.64% |
$3.13M - $3.32M
|
16K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-18.4K- 18.22% |
$3.24M - $3.43M
|
82.5K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19.5K- 47.99% |
$3.45M - $3.65M
|
21.2K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-20.8K- 22.67% |
$3.67M - $3.89M
|
71K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.1K- 1.69% |
$3.72M - $3.94M
|
1.22M
$224M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.5K- 92.29% |
$4.14M - $4.39M
|
1.96K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-27.1K- 36.84% |
$4.78M - $5.07M
|
46.5K
$8.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-28.3K- 16.06% |
$5M - $5.3M
|
148K
$27.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-31.3K- 80.82% |
$5.51M - $5.84M
|
7.42K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.8K- 95.7% |
$5.79M - $6.13M
|
1.48K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-33.2K- 85.93% |
$5.86M - $6.21M
|
5.44K
$995K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-33.5K- 76.98% |
$5.91M - $6.26M
|
10K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34.8K- 13.15% |
$6.15M - $6.51M
|
230K
$42.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-36.2K- 57.86% |
$6.39M - $6.77M
|
26.4K
$4.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-38.7K- 61.45% |
$6.83M - $7.24M
|
24.3K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-47.2K- 59.67% |
$8.32M - $8.82M
|
31.9K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-54.1K- 35.67% |
$9.54M - $10.1M
|
97.5K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-67.5K- 69.42% |
$11.9M - $12.6M
|
29.8K
$5.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-86.3K- 11.94% |
$15.2M - $16.1M
|
637K
$116M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-89.8K- 60.57% |
$15.8M - $16.8M
|
58.5K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-107K- 13.73% |
$18.9M - $20.1M
|
674K
$123M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-114K- 5.73% |
$20.1M - $21.3M
|
1.88M
$343M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-124K- 70.01% |
$21.8M - $23.1M
|
53K
$9.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-153K- 1.95% |
$26.9M - $28.5M
|
7.68M
$1.4B
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-193K- 4.88% |
$34M - $36M
|
3.76M
$688M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-245K- 6.04% |
$43.2M - $45.8M
|
3.81M
$696M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-401K- 56.02% |
$70.8M - $75M
|
315K
$57.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-519K- 99.35% |
$91.6M - $97M
|
3.4K
$623K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-661K- 89.8% |
$117M - $124M
|
75.1K
$13.7M
|