Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

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 17, 2023 Q4 2022
Teamwork Financial Advisors, LLC

BUY
 -
3.62K
+ 24.58%
$376K - $439K
18.3K $3.24M
Jan 13, 2023 Q4 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
3.58K
New
$372K - $434K
3.58K $632K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.58K
New
$371K - $434K
3.58K $631K
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
BUY
 -
3.56K
New
$370K - $432K
3.56K $628K
Feb 13, 2023 Q4 2022
Diversified, LLC

BUY
 -
3.41K
+ 86.01%
$354K - $414K
7.38K $1.3M
Feb 08, 2023 Q4 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
3.31K
+ 24.2%
$344K - $401K
17K $3M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
3.13K
+ 9.37%
$324K - $379K
36.5K $6.43M
Jan 20, 2023 Q4 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
3.08K
New
$320K - $374K
3.08K $544K
Feb 10, 2023 Q4 2022
Commerce Bank

Kansas City, MO
BUY
 -
3.06K
New
$318K - $371K
3.06K $540K
Feb 14, 2023 Q4 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
3.01K
+ 2.35%
$312K - $365K
131K $23.1M
Feb 07, 2023 Q4 2022
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
2.92K
New
$303K - $354K
2.92K $515K
Feb 03, 2023 Q4 2022
Goldstein Advisors, LLC

Madison, WI
BUY
 -
2.85K
New
$296K - $345K
2.85K $502K
Feb 13, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
2.69K
New
$280K - $326K
2.69K $475K
Feb 14, 2023 Q4 2022
Helen Stephens Group, LLC

BUY
 -
2.68K
+ 2.05%
$278K - $325K
133K $23.5M
Jan 19, 2023 Q4 2022
Hengehold Capital Management LLC

BUY
 -
2.67K
+ 1.39%
$277K - $323K
195K $34.4M
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
2.65K
+ 127.78%
$276K - $322K
4.73K $834K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.62K
New
$271K - $317K
2.62K $461K
Jan 24, 2023 Q4 2022
Centerpoint Advisors, LLC

BUY
 -
2.6K
+ 1.84%
$270K - $315K
144K $25.3M
Jan 25, 2023 Q4 2022
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
2.55K
New
$265K - $309K
2.55K $450K
Jan 27, 2023 Q4 2022
Motive Wealth Advisors

BUY
 -
2.5K
+ 3.46%
$260K - $303K
74.8K $13.2M
Oct 03, 2024 Q4 2022
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
2.48K
New
$258K - $301K
2.48K $438K
Jan 25, 2023 Q4 2022
Colton Groome Financial Advisors, LLC

BUY
 -
2.47K
+ 6.19%
$256K - $299K
42.3K $7.47M
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
2.47K
+ 5.41%
$256K - $299K
48.1K $8.48M
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
2.44K
+ 184.58%
$254K - $296K
3.77K $664K
Jan 18, 2023 Q4 2022
Cardinal Strategic Wealth Guidance

BUY
 -
2.42K
+ 1.89%
$251K - $293K
130K $23M
Apr 05, 2023 Q4 2022
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
2.42K
New
$251K - $293K
2.42K $426K
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
2.41K
New
$250K - $292K
2.41K $425K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
2.4K
+ 0.56%
$249K - $291K
427K $75.3M
Jan 30, 2023 Q4 2022
Private Capital Management LLC

BUY
 -
2.35K
+ 16.04%
$244K - $285K
17K $3M
Feb 10, 2023 Q4 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
2.29K
+ 3.97%
$238K - $278K
60K $10.6M
Jan 13, 2023 Q4 2022
Northside Capital Management, LLC

BUY
 -
2.27K
New
$236K - $276K
2.27K $401K
Jan 20, 2023 Q4 2022
Flagship Private Wealth, LLC

BUY
 -
2.25K
+ 22.32%
$234K - $273K
12.4K $2.18M
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
2.18K
+ 53.22%
$226K - $264K
6.27K $1.1M
Jun 13, 2023 Q4 2022
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
2.13K
New
$221K - $258K
2.13K $376K
Nov 19, 2024 Q4 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
2.11K
+ 11.21%
$219K - $255K
20.9K $3.69M
Feb 10, 2023 Q4 2022
Fairhaven Wealth Management, LLC

BUY
 -
2.1K
New
$218K - $255K
2.1K $371K
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
2.1K
New
$218K - $254K
2.1K $370K
Jan 17, 2023 Q4 2022
Leavell Investment Management, Inc.

BUY
 -
1.99K
New
$207K - $241K
1.99K $351K
Oct 27, 2023 Q4 2022
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.93K
New
$200K - $234K
1.93K $341K
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
1.92K
New
$199K - $233K
1.92K $339K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
1.89K
New
$196K - $229K
1.89K $333K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.89K
+ 51.71%
$196K - $229K
5.53K $975K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1.84K
New
$191K - $223K
1.84K $325K
Jan 31, 2023 Q4 2022
Leuthold Group, LLC

BUY
 -
1.84K
New
$191K - $223K
1.84K $324K
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

BUY
 -
1.83K
New
$190K - $222K
1.83K $323K
Feb 09, 2023 Q4 2022
True Link Financial Advisors, LLC

BUY
 -
1.81K
New
$188K - $220K
1.81K $320K
Feb 13, 2023 Q4 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
1.8K
New
$187K - $219K
1.8K $318K
Feb 09, 2023 Q4 2022
Running Point Capital Advisors, LLC

BUY
 -
1.79K
+ 1.98%
$186K - $217K
92.3K $16.3M
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.78K
New
$184K - $215K
1.78K $313K

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