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 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-46- 1.6% |
$4.99K - $6.26K
|
2.83K
$514K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47- 0.43% |
$5.1K - $6.39K
|
10.8K
$1.96M
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-47- 0.5% |
$5.1K - $6.39K
|
9.4K
$1.71M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.73% |
$5.21K - $6.53K
|
2.73K
$496K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-50- 2.23% |
$5.43K - $6.8K
|
2.2K
$399K
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-50Closed |
$5.43K - $6.8K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-60- 5.93% |
$6.51K - $8.16K
|
951
$173K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-61- 1.51% |
$6.62K - $8.29K
|
3.98K
$723K
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-62- 0.79% |
$6.73K - $8.43K
|
7.8K
$1.42M
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-65- 0.9% |
$7.06K - $8.84K
|
7.18K
$1.3M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-66- 0.84% |
$7.17K - $8.97K
|
7.83K
$1.42M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-70- 0.28% |
$7.6K - $9.52K
|
24.8K
$4.49M
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-70- 8.05% |
$7.6K - $9.52K
|
800
$145K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-74- 1.27% |
$8.03K - $10.1K
|
5.76K
$1.05M
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-74- 3.84% |
$8.03K - $10.1K
|
1.85K
$337K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-74- 3.78% |
$8.03K - $10.1K
|
1.88K
$342K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77Closed |
$8.36K - $10.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-78- 2.99% |
$8.47K - $10.6K
|
2.53K
$459K
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-82- 5.08% |
$8.9K - $11.2K
|
1.53K
$278K
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-83- 49.7% |
$9.01K - $11.3K
|
84
$15.3K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-88- 4.03% |
$9.55K - $12K
|
2.1K
$381K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-90- 1.1% |
$9.77K - $12.2K
|
8.13K
$1.48M
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-95- 0.14% |
$10.3K - $12.9K
|
68.7K
$12.5M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-98- 1.41% |
$10.6K - $13.3K
|
6.83K
$1.24M
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-107- 4.48% |
$11.6K - $14.5K
|
2.28K
$415K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-109- 7.23% |
$11.8K - $14.8K
|
1.4K
$254K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-113Closed |
$12.3K - $15.4K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-113- 5.84% |
$12.3K - $15.4K
|
1.82K
$331K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-120- 1.44% |
$13K - $16.3K
|
8.19K
$1.49M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-124- 2.44% |
$13.5K - $16.9K
|
4.95K
$899K
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-126- 0.3% |
$13.7K - $17.1K
|
41.4K
$7.53M
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-128Closed |
$13.9K - $17.4K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-130- 1.67% |
$14.1K - $17.7K
|
7.65K
$1.39M
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-130- 0.97% |
$14.1K - $17.7K
|
13.2K
$2.4M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-131- 19.47% |
$14.2K - $17.8K
|
542
$98.4K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-139- 0.31% |
$15.1K - $18.9K
|
44.9K
$8.16M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-139- 0.31% |
$15.1K - $18.9K
|
44.9K
$8.16M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-140Closed |
$15.2K - $19K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-141- 19.05% |
$15.3K - $19.2K
|
599
$109K
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-149- 4.8% |
$16.2K - $20.3K
|
2.96K
$537K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-155- 5.55% |
$16.8K - $21.1K
|
2.64K
$479K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-155- 3.73% |
$16.8K - $21.1K
|
4.01K
$727K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-159- 4.12% |
$17.3K - $21.6K
|
3.7K
$671K
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-163- 3.05% |
$17.7K - $22.2K
|
5.19K
$942K
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-164- 0.8% |
$17.8K - $22.3K
|
20.3K
$3.69M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-164- 6.45% |
$17.8K - $22.3K
|
2.38K
$432K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-167Closed |
$18.1K - $22.7K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-170Closed |
$18.5K - $23.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-184- 0.31% |
$20K - $25K
|
59.6K
$10.8M
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-185- 0.65% |
$20.1K - $25.2K
|
28.4K
$5.16M
|