Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 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
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
2.94K
New
$384K - $411K
2.94K $533K
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
2.93K
+ 90.38%
$383K - $410K
6.18K $1.12M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
2.8K
+ 10.13%
$367K - $392K
30.5K $5.53M
Nov 14, 2023 Q3 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
2.8K
New
$366K - $392K
2.8K $508K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2.79K
+ 0.65%
$365K - $390K
430K $78.1M
Oct 10, 2023 Q3 2023
Wells Financial Advisors Inc

BUY
 -
2.71K
+ 4.05%
$355K - $380K
69.7K $12.6M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
2.7K
New
$354K - $378K
2.7K $491K
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
2.66K
New
$348K - $372K
2.66K $483K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
2.63K
+ 9.58%
$343K - $368K
30K $5.45M
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
2.61K
New
$341K - $365K
2.61K $473K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
2.56K
+ 99.23%
$335K - $358K
5.14K $934K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
2.55K
+ 0.7%
$334K - $357K
369K $67M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
2.52K
+ 43.46%
$330K - $353K
8.33K $1.51M
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
2.52K
+ 14.37%
$330K - $353K
20.1K $3.64M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
2.48K
New
$325K - $348K
2.48K $451K
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
2.47K
New
$322K - $345K
2.47K $448K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.46K
+ 94.26%
$322K - $345K
5.08K $922K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
2.46K
+ 18.13%
$322K - $345K
16.1K $2.91M
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
2.46K
New
$322K - $345K
2.46K $447K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
2.45K
New
$320K - $343K
2.45K $445K
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

BUY
 -
2.44K
+ 1.53%
$319K - $342K
162K $29.5M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
2.43K
+ 3.65%
$318K - $341K
69.1K $12.5M
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2.4K
+ 46.55%
$314K - $336K
7.55K $1.37M
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2.4K
+ 884.13%
$313K - $335K
2.67K $484K
Nov 28, 2023 Q3 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
2.39K
+ 2.58%
$313K - $335K
94.9K $17.2M
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
2.33K
New
$304K - $326K
2.33K $422K
Nov 08, 2023 Q3 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
2.31K
New
$301K - $323K
2.31K $419K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
2.3K
New
$301K - $322K
2.3K $418K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
2.3K
+ 66.48%
$301K - $322K
5.77K $1.05M
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
2.27K
New
$297K - $318K
2.27K $413K
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
2.25K
+ 6.61%
$294K - $315K
36.3K $6.58M
Oct 19, 2023 Q3 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
2.22K
+ 1.11%
$291K - $311K
203K $36.8M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.18K
+ 51.44%
$284K - $304K
6.4K $1.16M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
2.16K
+ 6.75%
$283K - $303K
34.2K $6.21M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
2.06K
+ 62.22%
$270K - $289K
5.38K $976K
Jan 21, 2025 Q3 2023
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
2.05K
+ 32.03%
$269K - $287K
8.47K $1.54M
Nov 08, 2023 Q3 2023
Lebenthal Global Advisors, LLC

BUY
 -
2.01K
New
$263K - $281K
2.01K $365K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.98K
+ 10.43%
$259K - $277K
20.9K $3.8M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.96K
+ 29.13%
$257K - $275K
8.7K $1.58M
Nov 09, 2023 Q3 2023
Rollins Financial

BUY
 -
1.96K
+ 12.61%
$256K - $274K
17.5K $3.18M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.96K
New
$256K - $274K
1.96K $356K
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
1.96K
New
$256K - $274K
1.96K $355K
Oct 19, 2023 Q3 2023
Flagship Private Wealth, LLC

BUY
 -
1.95K
+ 14.92%
$255K - $273K
15K $2.72M
Oct 27, 2023 Q3 2023
Midwest Heritage Bank, Fsb

BUY
 -
1.94K
+ 21.83%
$254K - $272K
10.9K $1.97M
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
1.92K
New
$251K - $268K
1.92K $348K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.9K
+ 78.65%
$249K - $266K
4.32K $784K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.88K
New
$246K - $264K
1.88K $342K
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
1.87K
+ 49.79%
$245K - $262K
5.63K $1.02M
Oct 19, 2023 Q3 2023
New Harbor Financial Group, LLC

Leominster, MA
BUY
 -
1.85K
New
$242K - $259K
1.85K $336K

Track Institutional and Insider Activities on QUAL

Follow ISHARES MSCI USA QUALITY FACTO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells QUAL shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Usa Quality Facto insider buys or sells QUAL shares.

Notify only if

News

Receive news related to ISHARES MSCI USA QUALITY FACTO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on QUAL