Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

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
Summit Trail Advisors, LLC

New York, NY
BUY
 -
5.66K
New
$699K - $821K
5.66K $1.03M
Apr 18, 2022 Q1 2022
First Citizens Financial Corp

BUY
 -
5.59K
+ 242.81%
$691K - $812K
7.9K $1.44M
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
5.42K
New
$670K - $787K
5.42K $991K
May 13, 2022 Q1 2022
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
5.36K
New
$662K - $778K
5.36K $979K
Apr 27, 2022 Q1 2022
Centerpoint Advisors, LLC

BUY
 -
5.31K
+ 3.91%
$656K - $770K
141K $25.8M
May 04, 2022 Q1 2022
Windsor Group LTD

BUY
 -
5.28K
+ 9.88%
$653K - $767K
58.8K $10.7M
Apr 04, 2022 Q1 2022
Garrett Investment Advisors LLC

BUY
 -
5.14K
+ 13.49%
$635K - $746K
43.2K $7.9M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
5.08K
New
$628K - $737K
5.08K $928K
May 24, 2022 Q1 2022
Carlson Capital Management

BUY
 -
4.85K
New
$599K - $704K
4.85K $886K
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
4.84K
New
$598K - $702K
4.84K $884K
May 05, 2022 Q1 2022
National Bank Of Canada

BUY
 -
4.77K
+ 2.98%
$590K - $693K
165K $30.1M
May 06, 2022 Q1 2022
Balentine LLC

Atlanta, GA
BUY
 -
4.71K
+ 109.33%
$582K - $684K
9.02K $1.65M
Apr 27, 2022 Q1 2022
Alta Wealth Advisors LLC

BUY
 -
4.71K
+ 66.64%
$582K - $684K
11.8K $2.15M
Apr 19, 2022 Q1 2022
Resonant Capital Advisors, LLC

BUY
 -
4.68K
+ 3.38%
$578K - $680K
143K $26.2M
May 13, 2022 Q1 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
4.66K
+ 333.0%
$576K - $677K
6.06K $1.11M
May 06, 2022 Q1 2022
Astoria Strategic Wealth, Inc.

BUY
 -
4.66K
+ 4.86%
$576K - $676K
100K $18.4M
May 16, 2022 Q1 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
4.57K
+ 3.97%
$564K - $663K
120K $21.9M
May 18, 2022 Q1 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
4.34K
+ 1.68%
$537K - $631K
263K $48M
Apr 21, 2022 Q1 2022
Hoese & CO LLP

BUY
 -
4.3K
+ 22.18%
$531K - $624K
23.7K $4.33M
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

BUY
 -
4.06K
New
$501K - $589K
4.06K $741K
May 10, 2022 Q1 2022
Intrust Bank Na

Wichita, KS
BUY
 -
4.04K
+ 4.09%
$499K - $586K
103K $18.8M
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

BUY
 -
3.93K
+ 5.99%
$486K - $571K
69.6K $12.7M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.9K
+ 47.97%
$481K - $566K
12K $2.2M
May 03, 2022 Q1 2022
Motive Wealth Advisors

BUY
 -
3.86K
+ 8.68%
$477K - $561K
48.4K $8.84M
Apr 22, 2022 Q1 2022
Kovitz Investment Group Partners, LLC

BUY
 -
3.86K
New
$476K - $560K
3.86K $704K
May 03, 2022 Q1 2022
Round Table Services, LLC

BUY
 -
3.84K
New
$474K - $557K
3.84K $701K
May 16, 2022 Q1 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
3.83K
+ 14.51%
$473K - $556K
30.2K $5.53M
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
3.83K
+ 16.42%
$473K - $555K
27.1K $4.96M
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
3.81K
+ 8.38%
$471K - $553K
49.3K $9M
Apr 15, 2022 Q1 2022
Tkg Advisors, LLC

BUY
 -
3.44K
+ 76.34%
$425K - $500K
7.95K $1.45M
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
3.41K
+ 16.93%
$421K - $495K
23.6K $4.3M
Apr 21, 2022 Q1 2022
New England Professional Planning Group Inc.

BUY
 -
3.4K
New
$420K - $493K
3.4K $621K
May 16, 2022 Q1 2022
Moore Capital Management, LP

New York, NY
BUY
 -
3.37K
New
$416K - $489K
3.37K $616K
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
3.37K
+ 245.16%
$416K - $489K
4.74K $866K
Apr 26, 2022 Q1 2022
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
3.34K
New
$413K - $485K
3.34K $611K
May 16, 2022 Q1 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
3.24K
New
$401K - $471K
3.24K $592K
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
3.24K
+ 61.08%
$400K - $470K
8.54K $1.56M
Apr 22, 2022 Q1 2022
Wipfli Financial Advisors Llc,

BUY
 -
3.22K
+ 68.89%
$398K - $467K
7.89K $1.44M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.18K
+ 1.52%
$393K - $461K
212K $38.8M
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
3.17K
New
$391K - $459K
3.17K $578K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
3.13K
+ 71.85%
$387K - $454K
7.48K $1.37M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.96K
New
$366K - $430K
2.96K $542K
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
2.95K
New
$365K - $428K
2.95K $539K
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.92K
+ 60.88%
$360K - $423K
7.71K $1.41M
Apr 22, 2022 Q1 2022
Alpha Cubed Investments, LLC

BUY
 -
2.9K
New
$359K - $422K
2.9K $531K
Apr 14, 2022 Q1 2022
Schwab Charitable Fund

BUY
 -
2.9K
+ 24.89%
$358K - $421K
14.5K $2.66M
May 16, 2022 Q1 2022
Hsbc Holdings PLC

London, X0
BUY
 -
2.89K
+ 1.85%
$357K - $420K
159K $29.1M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.85K
+ 34.24%
$352K - $413K
11.2K $2.04M
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
2.81K
+ 11.72%
$347K - $407K
26.7K $4.88M

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