Purchases and Sales Made in Q2 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
127+ 13.42% |
$13.8K - $17.3K
|
1.07K
$195K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
121+ 7.58% |
$13.1K - $16.5K
|
1.72K
$312K
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
120+ 0.34% |
$13K - $16.3K
|
35.4K
$6.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
118+ 0.28% |
$12.8K - $16K
|
42.3K
$7.68M
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
110New |
$11.9K - $15K
|
110
$20K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
109+ 80.74% |
$11.8K - $14.8K
|
244
$44.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
106+ 0.37% |
$11.5K - $14.4K
|
28.6K
$5.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
106New |
$11.5K - $14.4K
|
106
$19.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
98+ 1.9% |
$10.6K - $13.3K
|
5.25K
$953K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
94+ 5.29% |
$10.2K - $12.8K
|
1.87K
$340K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
90New |
$9.77K - $12.2K
|
90
$16.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
90+ 2.69% |
$9.77K - $12.2K
|
3.44K
$624K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
88+ 16.24% |
$9.55K - $12K
|
630
$114K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
88+ 3.63% |
$9.55K - $12K
|
2.52K
$457K
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
86+ 1.33% |
$9.34K - $11.7K
|
6.54K
$1.19M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
85+ 0.39% |
$9.23K - $11.6K
|
21.8K
$3.96M
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
83+ 0.07% |
$9.01K - $11.3K
|
124K
$22.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
78+ 0.12% |
$8.47K - $10.6K
|
63.8K
$11.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
78+ 24.3% |
$8.47K - $10.6K
|
399
$72.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
BUY
|
- |
75+ 1.57% |
$8.14K - $10.2K
|
4.84K
$879K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
75+ 1.21% |
$8.14K - $10.2K
|
6.29K
$1.14M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
74+ 0.19% |
$8.03K - $10.1K
|
39.9K
$7.25M
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
72New |
$7.82K - $9.79K
|
72
$13.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
66+ 2.88% |
$7.17K - $8.97K
|
2.36K
$428K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
BUY
|
- |
63+ 3.04% |
$6.84K - $8.57K
|
2.13K
$387K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63+ 0.23% |
$6.84K - $8.57K
|
27.1K
$4.92M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
58+ 1.37% |
$6.3K - $7.89K
|
4.3K
$781K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
56+ 0.2% |
$6.08K - $7.61K
|
27.5K
$4.99M
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
54+ 2.67% |
$5.86K - $7.34K
|
2.07K
$377K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
51+ 2.77% |
$5.54K - $6.93K
|
1.89K
$343K
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
49+ 0.9% |
$5.32K - $6.66K
|
5.47K
$994K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
46+ 0.13% |
$4.99K - $6.26K
|
35.3K
$6.41M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
41New |
$4.45K - $5.58K
|
41
$7.44K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
37+ 4.04% |
$4.02K - $5.03K
|
953
$173K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
33+ 25.98% |
$3.58K - $4.49K
|
160
$29.1K
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
30+ 0.04% |
$3.26K - $4.08K
|
72.1K
$13.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
29+ 1.49% |
$3.15K - $3.94K
|
1.98K
$360K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
29+ 0.32% |
$3.15K - $3.94K
|
9.07K
$1.65M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
26New |
$2.82K - $3.54K
|
26
$4.72K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
25New |
$2.71K - $3.4K
|
25
$4.54K
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
23+ 0.38% |
$2.5K - $3.13K
|
6.12K
$1.11M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
21+ 13.13% |
$2.28K - $2.86K
|
181
$32.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
BUY
|
- |
20+ 1.0% |
$2.17K - $2.72K
|
2.02K
$366K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
16+ 0.66% |
$1.74K - $2.18K
|
2.43K
$442K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 3.21% |
$1.74K - $2.18K
|
514
$93.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
15+ 0.34% |
$1.63K - $2.04K
|
4.45K
$809K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
14+ 0.85% |
$1.52K - $1.9K
|
1.66K
$301K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
12+ 0.14% |
$1.3K - $1.63K
|
8.51K
$1.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.34% |
$1.19K - $1.5K
|
3.26K
$593K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11New |
$1.19K - $1.5K
|
11
$2K
|