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
|
Mission Wealth Management, LP
|
BUY
|
- |
838+ 6.43% |
$148K - $157K
|
13.9K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
806+ 0.75% |
$142K - $151K
|
109K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
801+ 4.15% |
$141K - $150K
|
20.1K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
785+ 25.77% |
$138K - $147K
|
3.83K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
774+ 31.66% |
$137K - $145K
|
3.22K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
772+ 5.92% |
$136K - $144K
|
13.8K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
763+ 2.0% |
$135K - $143K
|
38.9K
$7.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
763+ 1.74% |
$135K - $143K
|
44.7K
$8.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
761+ 15.48% |
$134K - $142K
|
5.68K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
751New |
$132K - $140K
|
751
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
749+ 11.14% |
$132K - $140K
|
7.47K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
737+ 82.53% |
$130K - $138K
|
1.63K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
733New |
$129K - $137K
|
733
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
703+ 7.63% |
$124K - $131K
|
9.91K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
696+ 1.05% |
$123K - $130K
|
66.8K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
695+ 0.57% |
$123K - $130K
|
122K
$22.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
694+ 53.38% |
$122K - $130K
|
1.99K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
689+ 13.81% |
$122K - $129K
|
5.68K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
684+ 3.12% |
$121K - $128K
|
22.6K
$4.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
641+ 4.18% |
$113K - $120K
|
16K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
641+ 9.02% |
$113K - $120K
|
7.74K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
636+ 13.34% |
$112K - $119K
|
5.41K
$989K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
634+ 30.73% |
$112K - $119K
|
2.7K
$493K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
632+ 2.0% |
$111K - $118K
|
32.3K
$5.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
599+ 20.18% |
$106K - $112K
|
3.57K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
587+ 6.12% |
$104K - $110K
|
10.2K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
577+ 10.91% |
$102K - $108K
|
5.87K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
540+ 1.88% |
$95.3K - $101K
|
29.3K
$5.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
516+ 0.2% |
$91K - $96.4K
|
263K
$48.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
513+ 0.33% |
$90.5K - $95.9K
|
158K
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
502+ 1.8% |
$88.6K - $93.8K
|
28.4K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
495+ 5.4% |
$87.3K - $92.5K
|
9.65K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
487+ 3.02% |
$85.9K - $91K
|
16.6K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
487+ 9.01% |
$85.9K - $91K
|
5.89K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
483+ 7.79% |
$85.2K - $90.3K
|
6.68K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
482+ 2.86% |
$85K - $90.1K
|
17.3K
$3.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
479+ 60.86% |
$84.5K - $89.5K
|
1.27K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
458+ 4.34% |
$80.8K - $85.6K
|
11K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
453+ 0.55% |
$79.9K - $84.7K
|
82.7K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
451+ 0.74% |
$79.6K - $84.3K
|
61.8K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
451+ 9.38% |
$79.6K - $84.3K
|
5.26K
$962K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
444+ 7.41% |
$78.3K - $83K
|
6.44K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
441New |
$77.8K - $82.4K
|
441
$80.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
435+ 0.63% |
$76.7K - $81.3K
|
69.5K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
413New |
$72.9K - $77.2K
|
413
$75.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
412+ 3.78% |
$72.7K - $77K
|
11.3K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
412+ 15.56% |
$72.7K - $77K
|
3.06K
$560K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
404+ 3.24% |
$71.3K - $75.5K
|
12.9K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
397+ 28.96% |
$70K - $74.2K
|
1.77K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
390+ 0.66% |
$68.8K - $72.9K
|
59.3K
$10.8M
|