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 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.25K+ 24.24% |
$397K - $421K
|
11.5K
$2.11M
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.23K+ 3.5% |
$394K - $417K
|
66K
$12.1M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.23KNew |
$393K - $416K
|
2.23K
$407K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 1.14% |
$393K - $416K
|
198K
$36.1M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$379K - $402K
|
2.15K
$393K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.12K+ 3.7% |
$375K - $397K
|
59.5K
$10.9M
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.11KNew |
$373K - $395K
|
2.11K
$386K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.11K+ 155.98% |
$373K - $395K
|
3.47K
$634K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 2.04% |
$371K - $393K
|
105K
$19.3M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.1K+ 2.19% |
$370K - $392K
|
97.9K
$17.9M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 6.8% |
$368K - $390K
|
32.8K
$5.99M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.06KNew |
$363K - $385K
|
2.06K
$376K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.05K+ 8.16% |
$362K - $383K
|
27.2K
$4.97M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.05K+ 6.07% |
$361K - $383K
|
35.8K
$6.55M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.02K+ 25.27% |
$357K - $378K
|
10K
$1.83M
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.02K+ 4.23% |
$357K - $378K
|
49.8K
$9.12M
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2K+ 31.48% |
$353K - $374K
|
8.35K
$1.53M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.98K+ 3.06% |
$349K - $370K
|
66.6K
$12.2M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.97KNew |
$348K - $368K
|
1.97K
$360K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.96KNew |
$345K - $366K
|
1.96K
$358K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.95K+ 2.18% |
$343K - $364K
|
91.3K
$16.7M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.93K+ 30.04% |
$340K - $360K
|
8.34K
$1.53M
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.89K+ 117.37% |
$333K - $352K
|
3.49K
$639K
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.88KNew |
$332K - $352K
|
1.88K
$344K
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
1.88KNew |
$332K - $352K
|
1.88K
$344K
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.88K+ 2.34% |
$331K - $350K
|
82.1K
$15M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.87K+ 16.31% |
$330K - $350K
|
13.4K
$2.44M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.87KNew |
$330K - $350K
|
1.87K
$342K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.85K+ 21.72% |
$327K - $346K
|
10.4K
$1.9M
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.85K+ 70.64% |
$326K - $346K
|
4.47K
$817K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.84KNew |
$324K - $344K
|
1.84K
$336K
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
1.8KNew |
$318K - $336K
|
1.8K
$329K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.74K+ 0.58% |
$308K - $326K
|
301K
$55M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.74K+ 3.19% |
$308K - $326K
|
56.5K
$10.3M
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.73K+ 4.91% |
$305K - $324K
|
37K
$6.77M
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.72K+ 3.55% |
$304K - $322K
|
50.2K
$9.19M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.72K+ 15.79% |
$303K - $321K
|
12.6K
$2.31M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.71KNew |
$302K - $320K
|
1.71K
$313K
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.7K+ 3.87% |
$300K - $318K
|
45.6K
$8.35M
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
1.68K+ 7.59% |
$297K - $315K
|
23.9K
$4.36M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.66KNew |
$293K - $311K
|
1.66K
$304K
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.65KNew |
$290K - $307K
|
1.65K
$301K
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.61KNew |
$283K - $300K
|
1.61K
$294K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.6KNew |
$283K - $300K
|
1.6K
$293K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.58K+ 28.68% |
$279K - $296K
|
7.09K
$1.3M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.55K+ 32.45% |
$273K - $289K
|
6.31K
$1.15M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.54KNew |
$272K - $288K
|
1.54K
$282K
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.54K+ 2.33% |
$272K - $288K
|
67.5K
$12.4M
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
1.5K+ 1.5% |
$264K - $280K
|
102K
$18.6M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.48K+ 13.1% |
$261K - $277K
|
12.8K
$2.34M
|