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 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-426- 0.66% |
$52.6K - $61.8K
|
63.7K
$11.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-442- 2.49% |
$54.6K - $64.2K
|
17.3K
$3.19M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-449- 15.14% |
$55.5K - $65.2K
|
2.52K
$464K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-466- 18.74% |
$57.6K - $67.6K
|
2.02K
$372K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-472- 7.95% |
$58.3K - $68.5K
|
5.47K
$1.01M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-480- 37.09% |
$59.3K - $69.7K
|
814
$150K
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-492- 19.78% |
$60.8K - $71.4K
|
2K
$368K
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-500- 10.31% |
$61.8K - $72.6K
|
4.35K
$802K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-503- 10.6% |
$62.1K - $73K
|
4.24K
$782K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-522- 14.5% |
$64.5K - $75.8K
|
3.08K
$567K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-524Closed |
$64.7K - $76.1K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-526- 21.43% |
$65K - $76.4K
|
1.93K
$355K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-550- 15.29% |
$68K - $79.8K
|
3.05K
$561K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-550- 7.69% |
$68K - $79.8K
|
6.6K
$1.22M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-557- 7.38% |
$68.8K - $80.9K
|
7K
$1.29M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-561- 6.79% |
$69.3K - $81.4K
|
7.7K
$1.42M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-638- 3.91% |
$78.8K - $92.6K
|
15.7K
$2.89M
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-650- 1.83% |
$80.3K - $94.4K
|
34.8K
$6.41M
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-650- 3.46% |
$80.3K - $94.4K
|
18.1K
$3.34M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-654- 2.45% |
$80.8K - $94.9K
|
26.1K
$4.8M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-655- 23.91% |
$80.9K - $95.1K
|
2.08K
$384K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-725- 4.91% |
$89.6K - $105K
|
14K
$2.59M
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-726- 3.42% |
$89.7K - $105K
|
20.5K
$3.77M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-766- 96.84% |
$94.6K - $111K
|
25
$4.61K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-779- 21.93% |
$96.2K - $113K
|
2.77K
$511K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-800- 1.69% |
$98.8K - $116K
|
46.5K
$8.57M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-805- 2.32% |
$99.5K - $117K
|
33.9K
$6.24M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-828- 6.12% |
$102K - $120K
|
12.7K
$2.34M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-849- 8.47% |
$105K - $123K
|
9.17K
$1.69M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-851- 7.39% |
$105K - $124K
|
10.7K
$1.97M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-863- 3.82% |
$107K - $125K
|
21.7K
$4M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-877- 7.85% |
$108K - $127K
|
10.3K
$1.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-889- 5.61% |
$110K - $129K
|
15K
$2.76M
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-907- 7.22% |
$112K - $132K
|
11.7K
$2.15M
|
|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-945- 1.32% |
$117K - $137K
|
70.7K
$13M
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-950- 30.02% |
$117K - $138K
|
2.22K
$408K
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-963- 36.67% |
$119K - $140K
|
1.66K
$306K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-972- 1.71% |
$120K - $141K
|
55.7K
$10.3M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-991- 7.66% |
$122K - $144K
|
11.9K
$2.2M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$129K - $152K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.05K- 21.72% |
$130K - $153K
|
3.79K
$698K
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.08K- 19.39% |
$133K - $156K
|
4.48K
$825K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.1K- 10.87% |
$136K - $160K
|
9.04K
$1.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.11K- 15.4% |
$137K - $161K
|
6.1K
$1.12M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.17K- 41.9% |
$145K - $170K
|
1.62K
$299K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.26K- 18.98% |
$156K - $183K
|
5.38K
$992K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.28K- 30.04% |
$158K - $185K
|
2.97K
$547K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-1.29K- 14.25% |
$160K - $188K
|
7.78K
$1.43M
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.3K- 8.82% |
$161K - $189K
|
13.5K
$2.48M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 45.63% |
$162K - $191K
|
1.57K
$289K
|