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 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.6K+ 34.63% |
$1.43M - $1.68M
|
45.1K
$8.15M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.6K+ 34.63% |
$1.43M - $1.68M
|
45.1K
$8.15M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 32.38% |
$1.42M - $1.67M
|
47.1K
$8.51M
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11.5K+ 1.53% |
$1.42M - $1.67M
|
762K
$138M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
10.8KNew |
$1.33M - $1.57M
|
10.8K
$1.95M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.7K+ 3.72% |
$1.33M - $1.56M
|
299K
$54.1M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 43.26% |
$1.31M - $1.54M
|
35.2K
$6.37M
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.4K+ 33.99% |
$1.29M - $1.51M
|
41.1K
$7.44M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.1K+ 25.23% |
$1.24M - $1.46M
|
50K
$9.05M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.71KNew |
$1.2M - $1.41M
|
9.71K
$1.76M
|
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
9.6K+ 22.7% |
$1.19M - $1.39M
|
51.9K
$9.39M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
9.36K+ 6.22% |
$1.16M - $1.36M
|
160K
$28.9M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.28K+ 3.34% |
$1.15M - $1.35M
|
287K
$51.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
9.05K+ 9.54% |
$1.12M - $1.31M
|
104K
$18.8M
|
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
9.03K+ 8.71% |
$1.12M - $1.31M
|
113K
$20.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
9KNew |
$1.11M - $1.31M
|
9K
$1.63M
|
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
8.96K+ 11.71% |
$1.11M - $1.3M
|
85.5K
$15.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
8.95K+ 2.69% |
$1.11M - $1.3M
|
341K
$61.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
8.61K+ 5.96% |
$1.06M - $1.25M
|
153K
$27.7M
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
8.57K+ 47.88% |
$1.06M - $1.24M
|
26.5K
$4.79M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.56K+ 11.18% |
$1.06M - $1.24M
|
85K
$15.4M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
8.5KNew |
$1.05M - $1.23M
|
8.5K
$1.54M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.26KNew |
$1.02M - $1.2M
|
8.26K
$1.49M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.22K+ 22.72% |
$1.02M - $1.19M
|
44.4K
$8.03M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.15K+ 168.21% |
$1.01M - $1.18M
|
13K
$2.35M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
8.11K+ 24.09% |
$1M - $1.18M
|
41.8K
$7.56M
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
8.01K+ 115.08% |
$989K - $1.16M
|
15K
$2.71M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7.98K+ 689.38% |
$986K - $1.16M
|
9.14K
$1.65M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.95K+ 21.14% |
$982K - $1.15M
|
45.5K
$8.24M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
7.84K+ 2.93% |
$968K - $1.14M
|
276K
$49.8M
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
7.31K+ 3.94% |
$903K - $1.06M
|
193K
$34.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
7.29KNew |
$901K - $1.06M
|
7.29K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.29KNew |
$900K - $1.06M
|
7.29K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.28K+ 7.68% |
$899K - $1.06M
|
102K
$18.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
7.23K+ 147.65% |
$893K - $1.05M
|
12.1K
$2.19M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.11K+ 25.7% |
$878K - $1.03M
|
34.8K
$6.29M
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.1K+ 5.1% |
$877K - $1.03M
|
146K
$26.4M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6.97K+ 5.04% |
$862K - $1.01M
|
145K
$26.3M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.6KNew |
$815K - $958K
|
6.6K
$1.19M
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
6.56K+ 6.41% |
$810K - $952K
|
109K
$19.7M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.53K+ 4.17% |
$807K - $948K
|
163K
$29.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
6.52K+ 19.55% |
$805K - $946K
|
39.9K
$7.21M
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
6.46K+ 5.56% |
$799K - $938K
|
123K
$22.2M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.39K+ 143.86% |
$789K - $927K
|
10.8K
$1.96M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.13K+ 3.05% |
$757K - $890K
|
207K
$37.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.9K+ 1.12% |
$729K - $856K
|
533K
$96.4M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.87K+ 17.71% |
$726K - $853K
|
39.1K
$7.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
5.82K+ 99.4% |
$719K - $845K
|
11.7K
$2.11M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5.77KNew |
$713K - $838K
|
5.77K
$1.04M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.69K+ 19.07% |
$703K - $826K
|
35.5K
$6.43M
|