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 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
8.03K+ 3.89% |
$1.42M - $1.5M
|
214K
$39.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.94K+ 15.96% |
$1.4M - $1.48M
|
57.7K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
7.71KNew |
$1.36M - $1.44M
|
7.71K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.63K+ 33.41% |
$1.35M - $1.43M
|
30.4K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.62K+ 10.19% |
$1.35M - $1.43M
|
82.5K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.62K+ 2.52% |
$1.34M - $1.42M
|
310K
$56.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
7.5KNew |
$1.32M - $1.4M
|
7.5K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.48K+ 1.91% |
$1.32M - $1.4M
|
399K
$72.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.46K+ 2.24% |
$1.32M - $1.39M
|
340K
$62.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
7.23K+ 1.76% |
$1.27M - $1.35M
|
418K
$76.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.05K+ 1166.72% |
$1.24M - $1.32M
|
7.65K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.71KNew |
$1.18M - $1.25M
|
6.71K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.68KNew |
$1.18M - $1.25M
|
6.68K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.49K+ 180.94% |
$1.14M - $1.21M
|
10.1K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.37K+ 1.93% |
$1.12M - $1.19M
|
335K
$61.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.25K+ 41.06% |
$1.1M - $1.17M
|
21.5K
$3.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.17K+ 2.4% |
$1.09M - $1.15M
|
263K
$48.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.16K+ 21.77% |
$1.09M - $1.15M
|
34.5K
$6.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
6.14K+ 8.35% |
$1.08M - $1.15M
|
79.7K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
6KNew |
$1.06M - $1.12M
|
6K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.98K+ 20.67% |
$1.06M - $1.12M
|
34.9K
$6.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.84KNew |
$1.03M - $1.09M
|
5.84K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.72K+ 11.59% |
$1.01M - $1.07M
|
55.1K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5.64KNew |
$994K - $1.05M
|
5.64K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.51KNew |
$972K - $1.03M
|
5.51K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.5KNew |
$970K - $1.03M
|
5.5K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.48K+ 2.53% |
$967K - $1.02M
|
222K
$40.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
5.13KNew |
$905K - $959K
|
5.13K
$938K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.12K+ 28.15% |
$903K - $957K
|
23.3K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.1K+ 4.11% |
$900K - $954K
|
129K
$23.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.04KNew |
$889K - $942K
|
5.04K
$922K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.02K+ 9.19% |
$886K - $939K
|
59.7K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.99K+ 4.34% |
$879K - $932K
|
120K
$21.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.88KNew |
$861K - $912K
|
4.88K
$892K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.78K+ 7.06% |
$842K - $892K
|
72.4K
$13.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.65KNew |
$820K - $869K
|
4.65K
$851K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.64KNew |
$818K - $867K
|
4.64K
$848K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.36K+ 23.37% |
$768K - $814K
|
23K
$4.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.24K+ 2.53% |
$749K - $793K
|
172K
$31.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.16K+ 6.56% |
$734K - $778K
|
67.6K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.14K+ 2.38% |
$731K - $774K
|
178K
$32.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.13K+ 0.53% |
$729K - $772K
|
784K
$143M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.12K+ 1.51% |
$727K - $770K
|
277K
$50.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
4.09K+ 3.22% |
$722K - $765K
|
131K
$24M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.05K+ 3.89% |
$714K - $757K
|
108K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.04K+ 16.96% |
$712K - $755K
|
27.8K
$5.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.93K+ 0.8% |
$694K - $735K
|
495K
$90.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.89K+ 2.57% |
$687K - $728K
|
156K
$28.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.85K+ 6.6% |
$679K - $720K
|
62.2K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.72KNew |
$656K - $695K
|
3.72K
$680K
|