Purchases and Sales Made in Q3 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 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 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
537+ 756.34% |
$55.8K - $67.9K
|
608
$110K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
523+ 2.48% |
$54.4K - $66.1K
|
21.6K
$3.93M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
519+ 0.56% |
$53.9K - $65.6K
|
93.2K
$16.9M
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
518+ 12.49% |
$53.8K - $65.5K
|
4.67K
$847K
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
498+ 14.49% |
$51.8K - $63K
|
3.94K
$714K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
454+ 0.77% |
$47.2K - $57.4K
|
59.5K
$10.8M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
454+ 336.3% |
$47.2K - $57.4K
|
589
$107K
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
450+ 9.14% |
$46.8K - $56.9K
|
5.38K
$976K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
440+ 102.33% |
$45.7K - $55.7K
|
870
$158K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
430+ 18.3% |
$44.7K - $54.4K
|
2.78K
$505K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
418+ 1.59% |
$43.4K - $52.9K
|
26.8K
$4.86M
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
411+ 16.34% |
$42.7K - $52K
|
2.93K
$531K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
410+ 149.64% |
$42.6K - $51.9K
|
684
$124K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
409+ 0.91% |
$42.5K - $51.7K
|
45.6K
$8.28M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$41.6K - $50.6K
|
400
$72.6K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
400+ 3.2% |
$41.6K - $50.6K
|
12.9K
$2.34M
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
397+ 3.84% |
$41.3K - $50.2K
|
10.7K
$1.95M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
380+ 1.95% |
$39.5K - $48.1K
|
19.9K
$3.62M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
372+ 9.12% |
$38.7K - $47.1K
|
4.45K
$808K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
367+ 3.2% |
$38.1K - $46.4K
|
11.8K
$2.15M
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
355+ 19.83% |
$36.9K - $44.9K
|
2.15K
$389K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
355+ 19.14% |
$36.9K - $44.9K
|
2.21K
$401K
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
352+ 1.12% |
$36.6K - $44.5K
|
31.9K
$5.79M
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
335+ 3.9% |
$34.8K - $42.4K
|
8.91K
$1.62M
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
333+ 40.91% |
$34.6K - $42.1K
|
1.15K
$208K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
325+ 54.17% |
$33.8K - $41.1K
|
925
$168K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
325+ 54.17% |
$33.8K - $41.1K
|
925
$168K
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 1.91% |
$33.5K - $40.7K
|
17.2K
$3.12M
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
310+ 5.94% |
$32.2K - $39.2K
|
5.53K
$1M
|
|
Oct 12, 2022
Q3 2022
|
Client First Capital LLC
|
BUY
|
- |
308+ 0.38% |
$32K - $39K
|
81.1K
$14.7M
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
305+ 0.3% |
$31.7K - $38.6K
|
101K
$18.4M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
294New |
$30.6K - $37.2K
|
294
$53.4K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
289New |
$30K - $36.6K
|
289
$52.5K
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
285+ 0.93% |
$29.6K - $36K
|
30.8K
$5.6M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
282+ 1.72% |
$29.3K - $35.7K
|
16.6K
$3.02M
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
282+ 5.76% |
$29.3K - $35.7K
|
5.18K
$940K
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
280+ 11.85% |
$29.1K - $35.4K
|
2.64K
$480K
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
269+ 0.32% |
$28K - $34K
|
84.4K
$15.3M
|
|
Feb 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
268New |
$27.9K - $33.9K
|
268
$48.7K
|
|
Oct 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
268New |
$27.9K - $33.9K
|
268
$48.7K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
266+ 1.23% |
$27.6K - $33.6K
|
21.9K
$3.98M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
264+ 3.63% |
$27.4K - $33.4K
|
7.54K
$1.37M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
256+ 2.68% |
$26.6K - $32.4K
|
9.8K
$1.78M
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
255+ 13.96% |
$26.5K - $32.3K
|
2.08K
$378K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
250+ 23.3% |
$26K - $31.6K
|
1.32K
$240K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
236+ 6.41% |
$24.5K - $29.8K
|
3.92K
$711K
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
231+ 2.87% |
$24K - $29.2K
|
8.27K
$1.5M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
225+ 30.99% |
$23.4K - $28.5K
|
951
$173K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
211New |
$21.9K - $26.7K
|
211
$38.3K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
210+ 10.78% |
$21.8K - $26.6K
|
2.16K
$392K
|