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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-13- 0.31% |
$1.61K - $1.89K
|
4.16K
$760K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15- 0.68% |
$1.85K - $2.18K
|
2.18K
$399K
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-15- 0.97% |
$1.85K - $2.18K
|
1.54K
$280K
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-18- 0.33% |
$2.22K - $2.61K
|
5.39K
$984K
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-18- 1.1% |
$2.22K - $2.61K
|
1.62K
$296K
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-20- 0.16% |
$2.47K - $2.9K
|
12.2K
$2.23M
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-20- 0.36% |
$2.47K - $2.9K
|
5.59K
$1.02M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-22- 0.54% |
$2.72K - $3.19K
|
4.08K
$745K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-23- 6.69% |
$2.84K - $3.34K
|
321
$58.7K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 2.98% |
$2.84K - $3.34K
|
749
$137K
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-24- 0.25% |
$2.97K - $3.48K
|
9.67K
$1.77M
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-25Closed |
$3.09K - $3.63K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-25- 39.06% |
$3.09K - $3.63K
|
39
$7.13K
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-26- 1.52% |
$3.21K - $3.77K
|
1.69K
$309K
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-26- 0.29% |
$3.21K - $3.77K
|
8.79K
$1.61M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-31- 0.24% |
$3.83K - $4.5K
|
13K
$2.38M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 12.41% |
$4.2K - $4.94K
|
240
$43.9K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-35- 0.5% |
$4.32K - $5.08K
|
6.93K
$1.27M
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-36Closed |
$4.45K - $5.23K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-38Closed |
$4.69K - $5.52K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-44- 0.31% |
$5.44K - $6.39K
|
14K
$2.56M
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-45- 1.35% |
$5.56K - $6.53K
|
3.28K
$599K
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-50- 0.74% |
$6.18K - $7.26K
|
6.67K
$1.22M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51- 1.26% |
$6.3K - $7.4K
|
3.99K
$729K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51- 1.26% |
$6.3K - $7.4K
|
3.99K
$729K
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-52Closed |
$6.42K - $7.55K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-56- 0.98% |
$6.92K - $8.13K
|
5.63K
$1.03M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-59- 0.35% |
$7.29K - $8.57K
|
16.9K
$3.09M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-60Closed |
$7.41K - $8.71K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-60- 4.89% |
$7.41K - $8.71K
|
1.17K
$213K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-60Closed |
$7.41K - $8.71K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-62- 0.62% |
$7.66K - $9K
|
10K
$1.83M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-62Closed |
$7.66K - $9K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-68Closed |
$8.4K - $9.87K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-68Closed |
$8.4K - $9.87K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-71- 4.9% |
$8.77K - $10.3K
|
1.38K
$252K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-71- 3.01% |
$8.77K - $10.3K
|
2.29K
$418K
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-72Closed |
$8.9K - $10.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-72Closed |
$8.9K - $10.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-73- 4.26% |
$9.02K - $10.6K
|
1.64K
$300K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-74- 1.42% |
$9.14K - $10.7K
|
5.15K
$942K
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-77- 0.89% |
$9.51K - $11.2K
|
8.57K
$1.57M
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-79- 4.57% |
$9.76K - $11.5K
|
1.65K
$301K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-82- 3.77% |
$10.1K - $11.9K
|
2.09K
$383K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84- 20.74% |
$10.4K - $12.2K
|
321
$58.7K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-89- 1.43% |
$11K - $12.9K
|
6.15K
$1.12M
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-93- 3.97% |
$11.5K - $13.5K
|
2.25K
$411K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-94- 5.02% |
$11.6K - $13.6K
|
1.78K
$325K
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-99- 3.64% |
$12.2K - $14.4K
|
2.62K
$479K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-108- 70.59% |
$13.3K - $15.7K
|
45
$8.22K
|