Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.9M+ 14046.28% |
$853M - $1B
|
6.95M
$1.25B
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.24M+ 6510.88% |
$277M - $325M
|
2.28M
$410M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.07M+ 78.52% |
$132M - $155M
|
2.42M
$436M
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
727K+ 4521.81% |
$89.9M - $106M
|
744K
$134M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
622KNew |
$76.8M - $90.3M
|
622K
$112M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
304KNew |
$37.6M - $44.2M
|
304K
$54.8M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
283K+ 43.75% |
$34.9M - $41M
|
929K
$167M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
280K+ 5.56% |
$34.6M - $40.6M
|
5.31M
$955M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
209K+ 14.98% |
$25.9M - $30.4M
|
1.61M
$289M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
202K+ 1319.57% |
$24.9M - $29.3M
|
217K
$39.1M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
192KNew |
$23.7M - $27.9M
|
192K
$34.6M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
161K+ 1.38% |
$19.9M - $23.4M
|
11.9M
$2.14B
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
147KNew |
$18.2M - $21.3M
|
147K
$26.5M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
136K+ 3.7% |
$16.8M - $19.8M
|
3.82M
$688M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
133K+ 21.54% |
$16.4M - $19.3M
|
750K
$135M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133KNew |
$16.4M - $19.3M
|
133K
$23.9M
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
132KNew |
$16.3M - $19.1M
|
132K
$23.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
119KNew |
$14.8M - $17.3M
|
119K
$21.5M
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
109KNew |
$13.5M - $15.8M
|
109K
$19.6M
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
107KNew |
$13.2M - $15.5M
|
107K
$19.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.3K+ 1.89% |
$11.2M - $13.1M
|
4.86M
$875M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
90K+ 162.52% |
$11.1M - $13.1M
|
145K
$26.2M
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
86.8K+ 2.64% |
$10.7M - $12.6M
|
3.37M
$607M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
84.5K+ 559.51% |
$10.4M - $12.3M
|
99.6K
$17.9M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
83.8KNew |
$10.4M - $12.2M
|
83.8K
$15.1M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
81.1KNew |
$10M - $11.8M
|
81.1K
$14.6M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
78KNew |
$9.63M - $11.3M
|
78K
$14M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
72.2K+ 44.46% |
$8.92M - $10.5M
|
235K
$42.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
65.8K+ 112.87% |
$8.14M - $9.56M
|
124K
$22.4M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65.3K+ 22.69% |
$8.07M - $9.48M
|
353K
$63.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
63.5K+ 5.12% |
$7.85M - $9.22M
|
1.31M
$235M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
60.1K+ 19.89% |
$7.42M - $8.72M
|
362K
$65.2M
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
59.8KNew |
$7.39M - $8.69M
|
59.8K
$10.8M
|
|
|
Aug 29, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
58.6KNew |
$7.24M - $8.51M
|
58.6K
$10.6M
|
|
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
58.6KNew |
$7.24M - $8.51M
|
58.6K
$10.6M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
58.2KNew |
$7.2M - $8.46M
|
58.2K
$10.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
56.9K+ 5.77% |
$7.03M - $8.26M
|
1.04M
$188M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
55.4K+ 8.74% |
$6.85M - $8.05M
|
690K
$124M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
55.3K+ 28.76% |
$6.83M - $8.02M
|
247K
$44.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54K+ 77.81% |
$6.68M - $7.84M
|
123K
$22.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
53.3K+ 863.43% |
$6.58M - $7.73M
|
59.4K
$10.7M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
49.4K+ 39.88% |
$6.1M - $7.17M
|
173K
$31.2M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.3K+ 7.55% |
$6.09M - $7.15M
|
702K
$126M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
46.7K+ 1.25% |
$5.77M - $6.78M
|
3.77M
$679M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46.7KNew |
$5.77M - $6.78M
|
46.7K
$8.4M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
45.2K+ 115.49% |
$5.59M - $6.56M
|
84.4K
$15.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
45K+ 26.2% |
$5.56M - $6.54M
|
217K
$39.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
44K+ 16.81% |
$5.44M - $6.39M
|
306K
$55.1M
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
43.9KNew |
$5.42M - $6.37M
|
43.9K
$7.9M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
43K+ 2253.88% |
$5.31M - $6.24M
|
44.9K
$8.09M
|