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 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.36KClosed |
$291K - $342K
|
0
$0
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.4K- 23.35% |
$296K - $348K
|
7.86K
$1.44M
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.41K- 14.44% |
$297K - $349K
|
14.3K
$2.6M
|
|
May 03, 2022
Q1 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.5K- 1.18% |
$309K - $363K
|
209K
$38.3M
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.55K- 8.18% |
$315K - $370K
|
28.6K
$5.23M
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.57K- 57.33% |
$318K - $374K
|
1.92K
$350K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.65KClosed |
$327K - $384K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-2.67KClosed |
$330K - $388K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.98KClosed |
$369K - $433K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-3KClosed |
$371K - $436K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.08K- 2.4% |
$381K - $447K
|
125K
$22.9M
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-3.2KClosed |
$396K - $465K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.29K- 5.27% |
$406K - $477K
|
59.1K
$10.8M
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.38KClosed |
$417K - $490K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.42K- 59.65% |
$423K - $496K
|
2.31K
$423K
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.62KClosed |
$448K - $526K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.66K- 80.67% |
$452K - $531K
|
876
$160K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.66K- 14.05% |
$452K - $532K
|
22.4K
$4.09M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.73K- 52.33% |
$461K - $541K
|
3.4K
$621K
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.73K- 8.29% |
$461K - $542K
|
41.3K
$7.55M
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-3.87K- 18.67% |
$478K - $562K
|
16.9K
$3.08M
|
|
Apr 18, 2022
Q1 2022
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-4.01KClosed |
$496K - $582K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.06K- 18.2% |
$501K - $589K
|
18.2K
$3.33M
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.08KClosed |
$504K - $592K
|
0
$0
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.12K- 2.07% |
$509K - $599K
|
195K
$35.6M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.16K- 18.91% |
$514K - $604K
|
17.8K
$3.26M
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.19KClosed |
$518K - $609K
|
0
$0
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-4.2KClosed |
$519K - $610K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.24KClosed |
$524K - $616K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.42K- 49.77% |
$546K - $642K
|
4.46K
$815K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.42K- 28.95% |
$546K - $642K
|
10.9K
$1.98M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.45KClosed |
$549K - $646K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-4.65KClosed |
$575K - $675K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.78K- 62.73% |
$591K - $694K
|
2.84K
$519K
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.9KClosed |
$605K - $711K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.94K- 13.61% |
$611K - $717K
|
31.4K
$5.73M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.01KClosed |
$619K - $727K
|
0
$0
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-5.18K- 1.34% |
$640K - $752K
|
381K
$69.5M
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.23KClosed |
$647K - $760K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.3K- 3.77% |
$655K - $769K
|
135K
$24.7M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.5K- 50.15% |
$680K - $798K
|
5.47K
$999K
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-5.54K- 5.8% |
$685K - $805K
|
90K
$16.4M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.62K- 65.8% |
$694K - $816K
|
2.92K
$534K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.63K- 60.17% |
$696K - $818K
|
3.73K
$681K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.74K- 6.49% |
$710K - $834K
|
82.8K
$15.1M
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.81K- 25.42% |
$717K - $843K
|
17K
$3.11M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-5.81K- 46.98% |
$718K - $843K
|
6.56K
$1.2M
|
|
May 16, 2022
Q1 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-6K- 34.36% |
$741K - $870K
|
11.5K
$2.09M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-6.01K- 95.58% |
$743K - $873K
|
278
$50.8K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.23K- 9.41% |
$770K - $905K
|
60K
$11M
|