Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
156K+ 2563.21% |
$17.7M - $19.7M
|
162K
$29.5M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
150KNew |
$17M - $18.9M
|
150K
$27.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
144KNew |
$16.3M - $18.2M
|
144K
$26.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
138KNew |
$15.6M - $17.4M
|
138K
$25.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
131KNew |
$14.9M - $16.6M
|
131K
$23.9M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
131K+ 63.72% |
$14.8M - $16.5M
|
337K
$61.1M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
131KNew |
$14.8M - $16.5M
|
131K
$23.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
129K+ 17.84% |
$14.6M - $16.3M
|
852K
$155M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
127K+ 252.18% |
$14.4M - $16.1M
|
178K
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
126KNew |
$14.3M - $15.9M
|
126K
$22.9M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
125KNew |
$14.2M - $15.8M
|
125K
$22.8M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
125K+ 16.92% |
$14.1M - $15.7M
|
862K
$157M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
123K+ 545.42% |
$13.9M - $15.5M
|
145K
$26.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
121K+ 2793.46% |
$13.7M - $15.3M
|
126K
$22.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
120KNew |
$13.5M - $15.1M
|
120K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
119KNew |
$13.5M - $15.1M
|
119K
$21.7M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
117K+ 308731.59% |
$13.3M - $14.8M
|
117K
$21.3M
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
117KNew |
$13.2M - $14.7M
|
117K
$21.2M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
116K+ 538.31% |
$13.1M - $14.6M
|
137K
$24.9M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
114K+ 242.63% |
$12.9M - $14.4M
|
161K
$29.3M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
108KNew |
$12.3M - $13.7M
|
108K
$19.6M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
107K+ 1001.46% |
$12.1M - $13.5M
|
117K
$21.3M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
106K+ 4353.37% |
$12M - $13.4M
|
108K
$19.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
100K+ 24155.9% |
$11.4M - $12.7M
|
101K
$18.3M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
100KNew |
$11.3M - $12.6M
|
100K
$18.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
97.7K+ 58.72% |
$11.1M - $12.3M
|
264K
$47.9M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
96KNew |
$10.9M - $12.1M
|
96K
$17.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
95K+ 260.46% |
$10.8M - $12M
|
131K
$23.9M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
94.2KNew |
$10.7M - $11.9M
|
94.2K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
94.1KNew |
$10.7M - $11.9M
|
94.1K
$17.1M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
91.3K+ 1091.29% |
$10.3M - $11.5M
|
99.7K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
91.2KNew |
$10.3M - $11.5M
|
91.2K
$16.6M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
87.6K+ 242.51% |
$9.92M - $11.1M
|
124K
$22.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
83.7KNew |
$9.47M - $10.6M
|
83.7K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
83.4K+ 338.04% |
$9.45M - $10.5M
|
108K
$19.6M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
80.9K+ 209.98% |
$9.16M - $10.2M
|
119K
$21.7M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
80K+ 17.67% |
$9.06M - $10.1M
|
532K
$96.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
76.8K+ 1749.51% |
$8.69M - $9.69M
|
81.1K
$14.7M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
76.3K+ 5.96% |
$8.64M - $9.63M
|
1.36M
$246M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76.2K+ 32.39% |
$8.63M - $9.62M
|
311K
$56.6M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
73.9K+ 5.12% |
$8.37M - $9.33M
|
1.52M
$276M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
73.1KNew |
$8.28M - $9.23M
|
73.1K
$13.3M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
72.7KNew |
$8.24M - $9.18M
|
72.7K
$13.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70.1K+ 57.21% |
$7.94M - $8.85M
|
193K
$35M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
67.7K+ 744.11% |
$7.66M - $8.54M
|
76.8K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
66.9KNew |
$7.58M - $8.44M
|
66.9K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
65.1KNew |
$7.37M - $8.21M
|
65.1K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
64.9K+ 1771.6% |
$7.35M - $8.19M
|
68.6K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
64.7K+ 863.25% |
$7.33M - $8.16M
|
72.2K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
64.2K+ 3249.95% |
$7.26M - $8.1M
|
66.1K
$12M
|