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
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
323
+ 13.77%
$42.2K - $45.2K
2.67K $484K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
306
New
$40K - $42.8K
306 $55.6K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
304
+ 7.42%
$39.8K - $42.6K
4.4K $799K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
303
+ 8.03%
$39.6K - $42.4K
4.08K $740K
Nov 14, 2023 Q3 2023
Macquarie Group LTD

Australia, C3
BUY
 -
302
New
$39.5K - $42.3K
302 $54.8K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
289
+ 0.2%
$37.8K - $40.5K
146K $26.6M
Nov 14, 2023 Q3 2023
Provident Investment Management, Inc.

Novi, MI
BUY
 -
286
+ 2.22%
$37.4K - $40K
13.1K $2.39M
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
285
New
$37.3K - $39.9K
285 $51.7K
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
284
+ 2.56%
$37.1K - $39.8K
11.4K $2.06M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
278
New
$36.4K - $38.9K
278 $50.5K
Mar 05, 2024 Q3 2023
Provida Pension Fund Administrator

Santiago, F3
BUY
 -
268
New
$35K - $37.5K
268 $48.7K
Oct 30, 2023 Q3 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
253
+ 3.15%
$33.1K - $35.4K
8.28K $1.5M
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
248
+ 10.64%
$32.4K - $34.7K
2.58K $468K
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
245
New
$32K - $34.3K
245 $44.5K
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
240
+ 4.21%
$31.4K - $33.6K
5.95K $1.08M
Oct 24, 2023 Q3 2023
Gw Henssler & Associates LTD

BUY
 -
235
+ 0.33%
$30.7K - $32.9K
72.3K $13.1M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
220
+ 13.59%
$28.8K - $30.8K
1.84K $334K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
219
+ 1.98%
$28.6K - $30.7K
11.3K $2.05M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
214
New
$28K - $30K
214 $38.9K
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
211
+ 11.91%
$27.6K - $29.5K
1.98K $360K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
211
+ 7.73%
$27.6K - $29.5K
2.94K $534K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
208
+ 13.68%
$27.2K - $29.1K
1.73K $314K
Oct 30, 2023 Q3 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
206
+ 3.93%
$26.9K - $28.8K
5.45K $989K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
205
+ 17.55%
$26.8K - $28.7K
1.37K $249K
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
200
+ 72.46%
$26.2K - $28K
476 $86.4K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
199
New
$26K - $27.9K
199 $36.1K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
198
+ 56.41%
$25.9K - $27.7K
549 $99.7K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
198
+ 1414.29%
$25.9K - $27.7K
212 $38.5K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
192
New
$25.1K - $26.9K
192 $34.9K
Nov 13, 2023 Q3 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
186
+ 2.55%
$24.3K - $26K
7.49K $1.36M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
185
+ 1.68%
$24.2K - $25.9K
11.2K $2.04M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
180
New
$23.5K - $25.2K
180 $32.7K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
178
+ 28.25%
$23.3K - $24.9K
808 $147K
Dec 04, 2023 Q3 2023
Trust CO

BUY
 -
175
+ 1.28%
$22.9K - $24.5K
13.8K $2.51M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
173
+ 4.69%
$22.6K - $24.2K
3.86K $701K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
173
+ 7.17%
$22.6K - $24.2K
2.59K $470K
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
BUY
 -
170
+ 239.44%
$22.2K - $23.8K
241 $43.8K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
166
New
$21.7K - $23.2K
166 $30.1K
Nov 09, 2023 Q3 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
165
+ 1.61%
$21.6K - $23.1K
10.4K $1.89M
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
161
+ 2.07%
$21.1K - $22.5K
7.95K $1.44M
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
155
+ 8.33%
$20.3K - $21.7K
2.02K $366K
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

BUY
 -
148
+ 2.82%
$19.4K - $20.7K
5.4K $981K
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
141
+ 7.38%
$18.4K - $19.7K
2.05K $373K
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
141
+ 9.38%
$18.4K - $19.7K
1.65K $299K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
132
+ 2.19%
$17.3K - $18.5K
6.16K $1.12M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
119
+ 2.28%
$15.6K - $16.7K
5.33K $968K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
118
New
$15.4K - $16.5K
118 $21.4K
Nov 13, 2023 Q3 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
113
+ 1.12%
$14.8K - $15.8K
10.2K $1.84M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
112
+ 4.89%
$14.6K - $15.7K
2.4K $436K

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