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 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
390+ 0.66% |
$68.8K - $72.9K
|
59.3K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
387+ 2.77% |
$68.3K - $72.3K
|
14.4K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
383New |
$67.6K - $71.6K
|
383
$70.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
382+ 11.68% |
$67.4K - $71.4K
|
3.65K
$668K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
382+ 0.63% |
$67.4K - $71.4K
|
60.7K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
380+ 13.49% |
$67K - $71K
|
3.2K
$585K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
373+ 5.8% |
$65.8K - $69.7K
|
6.8K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
369+ 4.24% |
$65.1K - $69K
|
9.08K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
363+ 10.55% |
$64K - $67.8K
|
3.8K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
362+ 26.16% |
$63.9K - $67.7K
|
1.75K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
361+ 286.51% |
$63.7K - $67.5K
|
487
$89.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
360+ 4.33% |
$63.5K - $67.3K
|
8.68K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
360+ 0.5% |
$63.5K - $67.3K
|
72.7K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
360+ 10.74% |
$63.5K - $67.3K
|
3.71K
$679K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
350+ 1.82% |
$61.7K - $65.4K
|
19.5K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
350+ 4.1% |
$61.7K - $65.4K
|
8.89K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
350+ 0.63% |
$61.7K - $65.4K
|
55.5K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
331+ 3.3% |
$58.4K - $61.9K
|
10.4K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
326+ 6.55% |
$57.5K - $60.9K
|
5.3K
$970K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
324+ 4.76% |
$57.2K - $60.6K
|
7.13K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
319+ 3.04% |
$56.3K - $59.6K
|
10.8K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
319+ 5.81% |
$56.3K - $59.6K
|
5.81K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
313+ 5.26% |
$55.2K - $58.5K
|
6.27K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
310+ 3.62% |
$54.7K - $57.9K
|
8.88K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
307+ 4.23% |
$54.2K - $57.4K
|
7.57K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
295+ 22.85% |
$52K - $55.1K
|
1.59K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
292+ 1.95% |
$51.5K - $54.6K
|
15.3K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
291+ 194.0% |
$51.3K - $54.4K
|
441
$80.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
286New |
$50.5K - $53.5K
|
286
$52.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
284+ 1014.29% |
$50.1K - $53.1K
|
312
$57.1K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
281+ 8.33% |
$49.6K - $52.5K
|
3.65K
$668K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
280+ 1.47% |
$49.4K - $52.3K
|
19.4K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
273+ 6.47% |
$48.2K - $51K
|
4.49K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
270New |
$47.6K - $50.5K
|
270
$49.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
267+ 83.44% |
$47.1K - $49.9K
|
587
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
261+ 1.8% |
$46K - $48.8K
|
14.7K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
258+ 4.36% |
$45.5K - $48.2K
|
6.18K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
257+ 5.67% |
$45.3K - $48K
|
4.79K
$875K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
244+ 3.05% |
$43K - $45.6K
|
8.25K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
244+ 4.6% |
$43K - $45.6K
|
5.55K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
243+ 6.1% |
$42.9K - $45.4K
|
4.23K
$773K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
239+ 0.96% |
$42.2K - $44.7K
|
25K
$4.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
239+ 0.64% |
$42.2K - $44.7K
|
37.7K
$6.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
236+ 57.99% |
$41.6K - $44.1K
|
643
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
231+ 4.93% |
$40.8K - $43.2K
|
4.92K
$899K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
228+ 1.06% |
$40.2K - $42.6K
|
21.7K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
227New |
$40K - $42.4K
|
227
$41.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
225+ 2.59% |
$39.7K - $42.1K
|
8.92K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
222+ 10.35% |
$39.2K - $41.5K
|
2.37K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
219+ 1.0% |
$38.6K - $40.9K
|
22.2K
$4.05M
|