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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-116- 0.1% |
$14.3K - $16.8K
|
112K
$20.5M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-117- 6.2% |
$14.5K - $17K
|
1.77K
$324K
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-120- 2.44% |
$14.8K - $17.4K
|
4.8K
$878K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-126- 2.82% |
$15.6K - $18.3K
|
4.35K
$794K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-134- 1.7% |
$16.6K - $19.5K
|
7.74K
$1.41M
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-134- 0.82% |
$16.6K - $19.5K
|
16.3K
$2.97M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-148- 11.74% |
$18.3K - $21.5K
|
1.11K
$203K
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-151- 3.92% |
$18.7K - $21.9K
|
3.7K
$676K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-155Closed |
$19.2K - $22.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-157- 5.8% |
$19.4K - $22.8K
|
2.55K
$466K
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-165Closed |
$20.4K - $24K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-170- 8.08% |
$21K - $24.7K
|
1.94K
$354K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-177- 2.62% |
$21.9K - $25.7K
|
6.59K
$1.2M
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-185- 24.83% |
$22.9K - $26.9K
|
560
$102K
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-191- 0.67% |
$23.6K - $27.7K
|
28.5K
$5.21M
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-193- 61.86% |
$23.8K - $28K
|
119
$21.7K
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-200- 4.42% |
$24.7K - $29K
|
4.32K
$789K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-214- 81.06% |
$26.4K - $31.1K
|
50
$9.14K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-218Closed |
$26.9K - $31.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-231- 1.14% |
$28.5K - $33.5K
|
20K
$3.65M
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-248- 9.4% |
$30.6K - $36K
|
2.39K
$437K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-253- 1.62% |
$31.3K - $36.7K
|
15.4K
$2.81M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-257- 68.72% |
$31.8K - $37.3K
|
117
$21.4K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-261- 3.59% |
$32.2K - $37.9K
|
7.01K
$1.28M
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-262- 2.7% |
$32.4K - $38K
|
9.44K
$1.73M
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-263- 2.41% |
$32.5K - $38.2K
|
10.7K
$1.95M
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-265- 13.66% |
$32.7K - $38.5K
|
1.68K
$306K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-274- 4.55% |
$33.9K - $39.8K
|
5.75K
$1.05M
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-280- 3.8% |
$34.6K - $40.6K
|
7.09K
$1.3M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-281- 2.56% |
$34.7K - $40.8K
|
10.7K
$1.96M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-283- 13.24% |
$35K - $41.1K
|
1.86K
$339K
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-286- 0.8% |
$35.3K - $41.5K
|
35.3K
$6.44M
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-286- 0.41% |
$35.3K - $41.5K
|
68.8K
$12.6M
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-288- 7.0% |
$35.6K - $41.8K
|
3.83K
$699K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-289- 9.73% |
$35.7K - $42K
|
2.68K
$490K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-300- 6.48% |
$37.1K - $43.6K
|
4.33K
$791K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-301- 3.43% |
$37.2K - $43.7K
|
8.48K
$1.55M
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-302- 12.15% |
$37.3K - $43.8K
|
2.18K
$399K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-307- 43.06% |
$37.9K - $44.6K
|
406
$74.2K
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-315- 1.12% |
$38.9K - $45.7K
|
27.7K
$5.07M
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-350- 16.32% |
$43.2K - $50.8K
|
1.8K
$328K
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-358- 1.11% |
$44.2K - $52K
|
31.9K
$5.83M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-363- 12.04% |
$44.8K - $52.7K
|
2.65K
$485K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-375- 1.73% |
$46.3K - $54.4K
|
21.3K
$3.89M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-387- 6.61% |
$47.8K - $56.2K
|
5.47K
$999K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-405- 42.77% |
$50K - $58.8K
|
542
$99K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-408- 0.71% |
$50.4K - $59.2K
|
57K
$10.4M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-421- 1.57% |
$52K - $61.1K
|
26.4K
$4.82M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-422- 5.6% |
$52.1K - $61.3K
|
7.11K
$1.3M
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-424- 2.33% |
$52.4K - $61.6K
|
17.7K
$3.24M
|