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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
28.8KNew |
$2.99M - $3.49M
|
28.8K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.8KNew |
$2.78M - $3.24M
|
26.8K
$4.72M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26.7K+ 33.38% |
$2.77M - $3.23M
|
107K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
25.9KNew |
$2.69M - $3.14M
|
25.9K
$4.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
25.5K+ 7.75% |
$2.65M - $3.09M
|
355K
$62.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
23.9K+ 56.88% |
$2.48M - $2.9M
|
65.9K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
23.8KNew |
$2.47M - $2.89M
|
23.8K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.7K+ 3.33% |
$2.47M - $2.88M
|
737K
$130M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.3K+ 21.64% |
$2.42M - $2.83M
|
131K
$23.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
23.3K+ 70.34% |
$2.42M - $2.83M
|
56.5K
$9.96M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
22.8KNew |
$2.37M - $2.77M
|
22.8K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.8K+ 42.27% |
$2.26M - $2.64M
|
73.3K
$12.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
21.6K+ 38.88% |
$2.25M - $2.62M
|
77.2K
$13.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.9K+ 8.89% |
$2.17M - $2.54M
|
256K
$45.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
20.6KNew |
$2.14M - $2.49M
|
20.6K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
19.6K+ 20.76% |
$2.04M - $2.38M
|
114K
$20.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
19.4KNew |
$2.01M - $2.35M
|
19.4K
$3.42M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.1K+ 193.19% |
$1.98M - $2.32M
|
29K
$5.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
18.8KNew |
$1.96M - $2.28M
|
18.8K
$3.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18.6KNew |
$1.93M - $2.25M
|
18.6K
$3.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.5K+ 15.6% |
$1.92M - $2.24M
|
137K
$24.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 494.13% |
$1.91M - $2.23M
|
22.1K
$3.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
18.3K+ 12.44% |
$1.9M - $2.22M
|
166K
$29.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
18.3KNew |
$1.9M - $2.21M
|
18.3K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.5K+ 1.06% |
$1.82M - $2.13M
|
1.68M
$296M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17.1K+ 19.86% |
$1.78M - $2.08M
|
103K
$18.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
16.9K+ 230.75% |
$1.75M - $2.05M
|
24.2K
$4.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
16.5K+ 25.9% |
$1.71M - $1.99M
|
80K
$14.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.1KNew |
$1.67M - $1.95M
|
16.1K
$2.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16KNew |
$1.66M - $1.94M
|
16K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
16KNew |
$1.66M - $1.94M
|
16K
$2.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
15.1K+ 184.96% |
$1.57M - $1.83M
|
23.2K
$4.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15KNew |
$1.56M - $1.82M
|
15K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
14.8K+ 26.24% |
$1.53M - $1.79M
|
71.1K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
14.7KNew |
$1.53M - $1.79M
|
14.7K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 22.57% |
$1.51M - $1.77M
|
79.2K
$14M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
14.4KNew |
$1.49M - $1.75M
|
14.4K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
14.4KNew |
$1.49M - $1.74M
|
14.4K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14.4KNew |
$1.49M - $1.74M
|
14.4K
$2.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.3K+ 18.56% |
$1.49M - $1.74M
|
91.6K
$16.2M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
13.7K+ 3.13% |
$1.42M - $1.66M
|
450K
$79.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13.4K+ 123.05% |
$1.4M - $1.63M
|
24.4K
$4.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
12.2K+ 56.86% |
$1.26M - $1.48M
|
33.6K
$5.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
12KNew |
$1.24M - $1.45M
|
12K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11.9K+ 59.46% |
$1.23M - $1.44M
|
31.8K
$5.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.6K+ 258.17% |
$1.21M - $1.41M
|
16.2K
$2.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$1.17M - $1.37M
|
11.3K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.5K+ 37.68% |
$1.1M - $1.28M
|
38.5K
$6.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.5K+ 74.19% |
$1.09M - $1.27M
|
24.7K
$4.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.5K+ 0.76% |
$1.09M - $1.27M
|
1.4M
$246M
|