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 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-6.49KClosed |
$801K - $942K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-6.52KClosed |
$805K - $946K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.53K- 19.24% |
$807K - $948K
|
27.4K
$5.01M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.64K- 26.62% |
$820K - $963K
|
18.3K
$3.34M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-6.7K- 41.68% |
$828K - $973K
|
9.38K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.45K- 98.98% |
$920K - $1.08M
|
77
$14.1K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-7.88K- 61.4% |
$974K - $1.14M
|
4.96K
$906K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.9K- 22.74% |
$976K - $1.15M
|
26.8K
$4.91M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-8.04K- 75.0% |
$994K - $1.17M
|
2.68K
$490K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.64KClosed |
$1.07M - $1.25M
|
0
$0
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9.24K- 98.02% |
$1.14M - $1.34M
|
187
$34.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.34K- 0.7% |
$1.15M - $1.36M
|
1.32M
$242M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.72K- 9.99% |
$1.2M - $1.41M
|
87.6K
$16M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.78K- 4.47% |
$1.21M - $1.42M
|
209K
$38.1M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.2K- 3.07% |
$1.26M - $1.48M
|
323K
$58.9M
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-10.4KClosed |
$1.28M - $1.51M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.4K- 34.27% |
$1.29M - $1.51M
|
20K
$3.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.5K- 54.99% |
$1.3M - $1.52M
|
8.59K
$1.57M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-10.5K- 33.7% |
$1.3M - $1.53M
|
20.7K
$3.79M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.9K- 14.59% |
$1.35M - $1.58M
|
63.9K
$11.7M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-11K- 30.71% |
$1.36M - $1.6M
|
24.8K
$4.54M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.4K- 10.46% |
$1.4M - $1.65M
|
97.3K
$17.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-12.7K- 70.01% |
$1.57M - $1.85M
|
5.45K
$996K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.8KClosed |
$1.58M - $1.85M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-12.8KClosed |
$1.58M - $1.86M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-13K- 45.02% |
$1.6M - $1.88M
|
15.8K
$2.9M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-13K- 21.15% |
$1.61M - $1.89M
|
48.5K
$8.86M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.1K- 4.93% |
$1.61M - $1.9M
|
252K
$46M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-13.1KClosed |
$1.62M - $1.9M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-13.2K- 87.26% |
$1.63M - $1.92M
|
1.93K
$352K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.7K- 25.41% |
$1.69M - $1.99M
|
40.2K
$7.34M
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-13.9K- 42.03% |
$1.72M - $2.02M
|
19.2K
$3.51M
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-14K- 93.24% |
$1.72M - $2.03M
|
1.01K
$185K
|
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-14KClosed |
$1.73M - $2.03M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-14.3KClosed |
$1.77M - $2.08M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.4KClosed |
$1.78M - $2.09M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-15.1K- 23.13% |
$1.86M - $2.19M
|
50.1K
$9.16M
|
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.3K- 7.78% |
$2.01M - $2.36M
|
193K
$35.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.5K- 2.12% |
$2.03M - $2.39M
|
760K
$139M
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-16.5K- 78.52% |
$2.03M - $2.39M
|
4.5K
$822K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16.8K- 40.42% |
$2.07M - $2.44M
|
24.7K
$4.52M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-17KClosed |
$2.09M - $2.46M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-17.4K- 29.82% |
$2.15M - $2.52M
|
40.9K
$7.47M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.3K- 49.04% |
$2.26M - $2.65M
|
19K
$3.47M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-18.3KClosed |
$2.26M - $2.66M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18.5K- 29.98% |
$2.28M - $2.68M
|
43.2K
$7.89M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.8K- 3.89% |
$2.33M - $2.74M
|
466K
$85.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-19K- 14.06% |
$2.35M - $2.76M
|
116K
$21.3M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-19.1K- 9.07% |
$2.35M - $2.77M
|
191K
$34.9M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-19.7KClosed |
$2.43M - $2.86M
|
0
$0
|