Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Quality Facto (QUAL)
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 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 0.58% |
$14.4K - $15.4K
|
18.9K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
104+ 3.29% |
$13.6K - $14.6K
|
3.26K
$592K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
103+ 22.94% |
$13.5K - $14.4K
|
552
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
102+ 1.03% |
$13.3K - $14.3K
|
10K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
101New |
$13.2K - $14.1K
|
101
$18.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$13.1K - $14K
|
100
$18.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
81+ 0.53% |
$10.6K - $11.3K
|
15.2K
$2.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
78+ 0.29% |
$10.2K - $10.9K
|
26.9K
$4.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
74+ 4.86% |
$9.68K - $10.4K
|
1.6K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
70+ 2.89% |
$9.15K - $9.8K
|
2.5K
$453K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
66+ 1.65% |
$8.63K - $9.24K
|
4.08K
$740K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
65+ 0.81% |
$8.5K - $9.1K
|
8.07K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
64+ 3.3% |
$8.37K - $8.96K
|
2.01K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
63+ 2.16% |
$8.24K - $8.82K
|
2.97K
$540K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
60+ 3.05% |
$7.85K - $8.4K
|
2.03K
$368K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
55New |
$7.19K - $7.7K
|
55
$9.99K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
55New |
$7.19K - $7.7K
|
55
$9.99K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
55+ 12.94% |
$7.19K - $7.7K
|
480
$87.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
52+ 2.48% |
$6.8K - $7.28K
|
2.15K
$391K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
52+ 1.31% |
$6.8K - $7.28K
|
4.01K
$728K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
51+ 3.06% |
$6.67K - $7.14K
|
1.72K
$312K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
50+ 0.73% |
$6.54K - $7K
|
6.92K
$1.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
47+ 4.67% |
$6.15K - $6.58K
|
1.05K
$191K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
46+ 2.31% |
$6.02K - $6.44K
|
2.04K
$369K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
40+ 6.97% |
$5.23K - $5.6K
|
614
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
39+ 1.96% |
$5.1K - $5.46K
|
2.02K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
37+ 2.25% |
$4.84K - $5.18K
|
1.69K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
37+ 2.14% |
$4.84K - $5.18K
|
1.77K
$321K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
34+ 2.7% |
$4.45K - $4.76K
|
1.3K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 51.72% |
$3.92K - $4.2K
|
88
$16K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28+ 31.46% |
$3.66K - $3.92K
|
117
$21.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
26New |
$3.4K - $3.64K
|
26
$4.72K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
24New |
$3.14K - $3.36K
|
24
$4.36K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
24+ 0.26% |
$3.14K - $3.36K
|
9.09K
$1.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
22+ 0.09% |
$2.88K - $3.08K
|
24.1K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
21+ 1.18% |
$2.75K - $2.94K
|
1.8K
$326K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
20+ 0.47% |
$2.62K - $2.8K
|
4.3K
$781K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
18+ 0.74% |
$2.35K - $2.52K
|
2.45K
$445K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17New |
$2.22K - $2.38K
|
17
$3.09K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$2.09K - $2.24K
|
16
$2.91K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15+ 0.49% |
$1.96K - $2.1K
|
3.05K
$555K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.38% |
$1.05K - $1.12K
|
2.13K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8+ 4.35% |
$1.05K - $1.12K
|
192
$34.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.06% |
$392 - $420
|
4.74K
$861K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1New |
$131 - $140
|
1
$182
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1New |
$131 - $140
|
1
$182
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$131 - $140
|
28.2K
$5.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1- 0.06% |
$131 - $140
|
1.6K
$290K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1- 0.06% |
$131 - $140
|
1.54K
$280K
|