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 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-172- 1.42% |
$30.3K - $32.1K
|
11.9K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-174- 0.69% |
$30.7K - $32.5K
|
24.9K
$4.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-175- 12.33% |
$30.9K - $32.7K
|
1.24K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-175- 4.41% |
$30.9K - $32.7K
|
3.8K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-177- 2.22% |
$31.2K - $33.1K
|
7.79K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-178- 11.27% |
$31.4K - $33.3K
|
1.4K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-185- 1.25% |
$32.6K - $34.6K
|
14.6K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-187- 2.72% |
$33K - $35K
|
6.68K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-197- 2.0% |
$34.8K - $36.8K
|
9.68K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-199- 9.1% |
$35.1K - $37.2K
|
1.99K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-203- 2.18% |
$35.8K - $37.9K
|
9.11K
$1.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-208- 2.48% |
$36.7K - $38.9K
|
8.19K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-210- 37.57% |
$37K - $39.3K
|
349
$64.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-211- 7.18% |
$37.2K - $39.4K
|
2.73K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-212- 2.81% |
$37.4K - $39.6K
|
7.32K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-213- 0.24% |
$37.6K - $39.8K
|
90.4K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-214- 3.4% |
$37.8K - $40K
|
6.08K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-217- 11.42% |
$38.3K - $40.6K
|
1.68K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-217- 31.73% |
$38.3K - $40.6K
|
467
$86.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-220- 3.1% |
$38.8K - $41.1K
|
6.88K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-220- 8.79% |
$38.8K - $41.1K
|
2.28K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-222- 0.4% |
$39.2K - $41.5K
|
55K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-224- 0.78% |
$39.5K - $41.9K
|
28.5K
$5.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-226- 0.63% |
$39.9K - $42.2K
|
35.8K
$6.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-226- 8.53% |
$39.9K - $42.2K
|
2.42K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-230- 97.05% |
$40.6K - $43K
|
7
$1.3K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-235- 1.73% |
$41.5K - $43.9K
|
13.3K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-237- 1.6% |
$41.8K - $44.3K
|
14.6K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-239- 8.42% |
$42.2K - $44.7K
|
2.6K
$481K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-240- 51.5% |
$42.3K - $44.9K
|
226
$41.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-240- 1.73% |
$42.3K - $44.9K
|
13.6K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-243- 10.54% |
$42.9K - $45.4K
|
2.06K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-244- 5.88% |
$43K - $45.6K
|
3.91K
$723K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-248- 2.71% |
$43.8K - $46.4K
|
8.91K
$1.65M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-251- 0.46% |
$44.3K - $46.9K
|
54.4K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-253- 3.21% |
$44.6K - $47.3K
|
7.63K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-256- 3.95% |
$45.2K - $47.8K
|
6.23K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-273- 1.55% |
$48.2K - $51K
|
17.3K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-277- 9.34% |
$48.9K - $51.8K
|
2.69K
$498K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-280- 7.75% |
$49.4K - $52.3K
|
3.33K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-283- 2.49% |
$49.9K - $52.9K
|
11.1K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-291- 3.86% |
$51.3K - $54.4K
|
7.25K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-291- 1.07% |
$51.3K - $54.4K
|
27K
$5M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-298- 4.18% |
$52.6K - $55.7K
|
6.83K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-300- 49.83% |
$52.9K - $56.1K
|
302
$55.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-311- 24.0% |
$54.9K - $58.1K
|
985
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-322- 0.28% |
$56.8K - $60.2K
|
114K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-330- 7.58% |
$58.2K - $61.7K
|
4.02K
$745K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-335- 3.63% |
$59.1K - $62.6K
|
8.91K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-340- 43.42% |
$60K - $63.5K
|
443
$82K
|