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 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.4K+ 5.3% |
$1.08M - $1.26M
|
206K
$36.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
10.4K+ 206.63% |
$1.08M - $1.26M
|
15.4K
$2.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
9.66K+ 12.93% |
$1M - $1.17M
|
84.4K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.09KNew |
$944K - $1.1M
|
9.09K
$1.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
9.08K+ 3.26% |
$942K - $1.1M
|
288K
$50.8M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
8.86KNew |
$920K - $1.07M
|
8.86K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8.85K+ 8.77% |
$919K - $1.07M
|
110K
$19.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
8.28KNew |
$860K - $1M
|
8.28K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
8.24K+ 4.68% |
$855K - $998K
|
184K
$32.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.13K+ 7.01% |
$844K - $986K
|
124K
$21.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.09K+ 78.16% |
$839K - $980K
|
18.4K
$3.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.62KNew |
$791K - $923K
|
7.62K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.62KNew |
$791K - $923K
|
7.62K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.59KNew |
$788K - $920K
|
7.59K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.57K+ 41.21% |
$786K - $917K
|
25.9K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.51K+ 13.89% |
$779K - $910K
|
61.6K
$10.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.42K+ 3.76% |
$770K - $899K
|
205K
$36.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7.3KNew |
$758K - $885K
|
7.3K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
7.06K+ 8.05% |
$733K - $856K
|
94.8K
$16.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.96K+ 41.43% |
$722K - $844K
|
23.8K
$4.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
6.25K+ 294.95% |
$649K - $758K
|
8.37K
$1.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
6.2K+ 20.16% |
$644K - $752K
|
36.9K
$6.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.13KNew |
$636K - $743K
|
6.13K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.09K+ 3.27% |
$632K - $738K
|
192K
$33.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.05KNew |
$628K - $734K
|
6.05K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.03K+ 4305.71% |
$626K - $731K
|
6.17K
$1.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.85K+ 2.43% |
$607K - $709K
|
247K
$43.5M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.85KNew |
$607K - $709K
|
5.85K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
5.83K+ 33.37% |
$605K - $706K
|
23.3K
$4.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.73KNew |
$595K - $695K
|
5.73K
$1.01M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.64K+ 1.44% |
$586K - $684K
|
397K
$70M
|
|
|
Feb 03, 2023
Q4 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.61K+ 15.76% |
$583K - $680K
|
41.2K
$7.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.55K+ 1.63% |
$576K - $673K
|
347K
$61.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.3KNew |
$551K - $643K
|
5.3K
$935K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.13K+ 16.88% |
$533K - $622K
|
35.5K
$6.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.07KNew |
$527K - $615K
|
5.07K
$895K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5KNew |
$519K - $606K
|
5K
$882K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.99K+ 199.64% |
$518K - $605K
|
7.49K
$1.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.83K+ 10.58% |
$501K - $585K
|
50.5K
$8.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.71K+ 89.71% |
$489K - $571K
|
9.96K
$1.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.58K+ 223.85% |
$475K - $555K
|
6.63K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.57K+ 2.39% |
$475K - $555K
|
196K
$34.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.43K+ 20.06% |
$460K - $537K
|
26.5K
$4.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
4.2K+ 94.13% |
$436K - $509K
|
8.67K
$1.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.16K+ 26.97% |
$431K - $504K
|
19.6K
$3.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.01K+ 5.66% |
$417K - $486K
|
74.9K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.92K+ 10.21% |
$407K - $475K
|
42.3K
$7.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
3.68KNew |
$382K - $447K
|
3.68K
$650K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.68K+ 107.55% |
$382K - $446K
|
7.09K
$1.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$380K - $444K
|
3.66K
$645K
|