Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-20.6K- 5.46% |
$2.14M - $2.5M
|
356K
$62.8M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-22.8K- 4.92% |
$2.37M - $2.76M
|
441K
$77.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-23.3K- 37.56% |
$2.42M - $2.82M
|
38.7K
$6.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-23.6K- 24.87% |
$2.45M - $2.86M
|
71.3K
$12.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23.8K- 79.1% |
$2.47M - $2.88M
|
6.28K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-24.5K- 75.02% |
$2.55M - $2.97M
|
8.16K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-24.7K- 50.16% |
$2.57M - $3M
|
24.6K
$4.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.2K- 2.5% |
$2.61M - $3.05M
|
983K
$173M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-26.7K- 13.48% |
$2.78M - $3.24M
|
172K
$30.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-29.2K- 84.59% |
$3.03M - $3.54M
|
5.32K
$938K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-30K- 54.61% |
$3.12M - $3.64M
|
24.9K
$4.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-30.1K- 80.4% |
$3.12M - $3.65M
|
7.34K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-30.3K- 50.2% |
$3.14M - $3.67M
|
30K
$5.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-31.2K- 17.92% |
$3.24M - $3.78M
|
143K
$25.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-32.2K- 39.26% |
$3.35M - $3.91M
|
49.9K
$8.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33K- 0.39% |
$3.42M - $4M
|
8.45M
$1.49B
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-34.8K- 5.49% |
$3.61M - $4.22M
|
599K
$106M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36K- 4.74% |
$3.74M - $4.36M
|
723K
$128M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38K- 12.26% |
$3.94M - $4.6M
|
272K
$47.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-38.1K- 40.94% |
$3.96M - $4.62M
|
55K
$9.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-41.5K- 13.82% |
$4.31M - $5.03M
|
259K
$45.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-41.9K- 64.5% |
$4.35M - $5.08M
|
23.1K
$4.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-42.3K- 71.19% |
$4.4M - $5.13M
|
17.1K
$3.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-43.9K- 9.09% |
$4.55M - $5.32M
|
439K
$77.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-44.3K- 1.11% |
$4.6M - $5.37M
|
3.95M
$697M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44.4K- 28.42% |
$4.61M - $5.39M
|
112K
$19.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-45.8K- 22.15% |
$4.75M - $5.55M
|
161K
$28.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.8K- 6.59% |
$4.76M - $5.56M
|
650K
$115M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.5K- 4.81% |
$4.83M - $5.64M
|
921K
$162M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-47.1K- 47.81% |
$4.89M - $5.71M
|
51.5K
$9.07M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-51.2K- 22.56% |
$5.31M - $6.2M
|
176K
$31M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53.3K- 94.66% |
$5.53M - $6.46M
|
3.01K
$530K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.7K- 12.3% |
$5.58M - $6.51M
|
383K
$67.5M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-54.7K- 68.28% |
$5.68M - $6.63M
|
25.4K
$4.48M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-58.1K- 21.34% |
$6.03M - $7.04M
|
214K
$37.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-62.1K- 29.33% |
$6.45M - $7.53M
|
150K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-62.8K- 90.92% |
$6.52M - $7.61M
|
6.27K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-72.1K- 17.97% |
$7.48M - $8.74M
|
329K
$58M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-74.8K- 88.64% |
$7.77M - $9.07M
|
9.59K
$1.69M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-78.1K- 93.38% |
$8.11M - $9.47M
|
5.54K
$977K
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-95.6K- 5.52% |
$9.93M - $11.6M
|
1.64M
$289M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-99.9K- 27.43% |
$10.4M - $12.1M
|
264K
$46.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-112K- 70.59% |
$11.6M - $13.6M
|
46.7K
$8.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-119K- 5.55% |
$12.3M - $14.4M
|
2.03M
$357M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-125K- 5.42% |
$13M - $15.2M
|
2.18M
$385M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-131K- 52.86% |
$13.6M - $15.9M
|
117K
$20.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-134K- 31.47% |
$13.9M - $16.2M
|
292K
$51.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-144K- 5.25% |
$14.9M - $17.4M
|
2.6M
$458M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-169K- 85.34% |
$17.6M - $20.5M
|
29.1K
$5.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-196K- 3.68% |
$20.3M - $23.8M
|
5.13M
$904M
|