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 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
863
New
$107K - $125K
863 $159K
May 16, 2022 Q1 2022
Barclays PLC

London, X0
BUY
 -
838
+ 31.04%
$104K - $122K
3.54K $651K
Aug 05, 2022 Q1 2022
Tevis Investment Management

BUY
 -
834
New
$103K - $121K
834 $154K
Apr 14, 2022 Q1 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
833
New
$103K - $121K
833 $153K
May 16, 2022 Q1 2022
V Wealth Advisors LLC

BUY
 -
790
+ 32.46%
$97.6K - $115K
3.22K $594K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
780
+ 8.51%
$96.4K - $113K
9.95K $1.83M
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

BUY
 -
778
+ 20.79%
$96.1K - $113K
4.52K $832K
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

BUY
 -
778
+ 20.79%
$96.1K - $113K
4.52K $832K
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
758
+ 2.77%
$93.7K - $110K
28.1K $5.17M
May 13, 2022 Q1 2022
Interchange Capital Partners, LLC

BUY
 -
746
+ 4.79%
$92.2K - $108K
16.3K $3M
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
739
+ 15.64%
$91.3K - $107K
5.46K $1.01M
May 12, 2022 Q1 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
728
+ 38.72%
$89.9K - $106K
2.61K $480K
May 10, 2022 Q1 2022
New Square Capital LLC

BUY
 -
685
New
$84.6K - $99.4K
685 $126K
Apr 27, 2022 Q1 2022
Comerica Bank

BUY
 -
684
+ 5.06%
$84.5K - $99.3K
14.2K $2.61M
May 06, 2022 Q1 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
681
+ 35.07%
$84.1K - $98.9K
2.62K $483K
Apr 14, 2022 Q1 2022
Boenning & Scattergood, Inc.

BUY
 -
672
+ 17.79%
$83K - $97.6K
4.45K $819K
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

BUY
 -
664
+ 29.59%
$82K - $96.4K
2.91K $535K
May 03, 2022 Q1 2022
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
643
+ 2.59%
$79.4K - $93.3K
25.4K $4.68M
May 16, 2022 Q1 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
628
+ 2.07%
$77.6K - $91.2K
30.9K $5.69M
May 02, 2022 Q1 2022
Strategic Equity Management

BUY
 -
596
+ 0.86%
$73.6K - $86.5K
69.9K $12.9M
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
595
New
$73.5K - $86.4K
595 $110K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
589
+ 51.22%
$72.8K - $85.5K
1.74K $320K
May 16, 2022 Q1 2022
Mendel Money Management

Northbrook, IL
BUY
 -
588
+ 11.87%
$72.6K - $85.4K
5.54K $1.02M
Apr 13, 2022 Q1 2022
Investors Research Corp

BUY
 -
581
+ 40.66%
$71.8K - $84.3K
2.01K $370K
May 12, 2022 Q1 2022
Tacita Capital Inc

Toronto, A6
BUY
 -
580
+ 1.67%
$71.7K - $84.2K
35.3K $6.5M
Apr 27, 2022 Q1 2022
Hengehold Capital Management LLC

BUY
 -
575
+ 0.31%
$71K - $83.5K
186K $34.3M
Apr 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
558
+ 33.08%
$68.9K - $81K
2.25K $413K
Apr 15, 2022 Q1 2022
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
529
+ 21.72%
$65.4K - $76.8K
2.96K $546K
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
528
+ 75.43%
$65.2K - $76.6K
1.23K $226K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
513
New
$63.4K - $74.5K
513 $94.4K
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

BUY
 -
476
+ 4.1%
$58.8K - $69.1K
12.1K $2.22M
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
475
+ 2.8%
$58.7K - $69K
17.4K $3.21M
Apr 28, 2022 Q1 2022
Hardy Reed LLC

BUY
 -
466
New
$57.6K - $67.6K
466 $85.8K
May 05, 2022 Q1 2022
Signature Securities Group Corporation

BUY
 -
463
+ 2.95%
$57.2K - $67.2K
16.2K $2.98M
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
461
+ 9.9%
$57K - $66.9K
5.12K $942K
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
460
+ 5.02%
$56.8K - $66.8K
9.62K $1.77M
May 12, 2022 Q1 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
428
+ 11.18%
$52.9K - $62.1K
4.26K $783K
May 10, 2022 Q1 2022
Forvis Wealth Advisors, LLC

BUY
 -
412
+ 23.41%
$50.9K - $59.8K
2.17K $400K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
409
+ 0.55%
$50.5K - $59.4K
74.4K $13.7M
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
400
+ 174.67%
$49.4K - $58.1K
629 $116K
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
399
+ 1.01%
$49.3K - $57.9K
39.9K $7.35M
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
372
+ 30.47%
$46K - $54K
1.59K $293K
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
360
+ 7.64%
$44.5K - $52.3K
5.07K $934K
May 16, 2022 Q1 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
349
+ 0.2%
$43.1K - $50.7K
176K $32.4M
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
346
+ 5.66%
$42.7K - $50.2K
6.46K $1.19M
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
336
New
$41.5K - $48.8K
336 $61.9K
May 10, 2022 Q1 2022
Ls Investment Advisors, LLC

BUY
 -
323
+ 0.54%
$39.9K - $46.9K
60.1K $11.1M
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
314
New
$38.8K - $45.6K
314 $57.8K
Apr 14, 2022 Q1 2022
Cutler Group LP

BUY
 -
307
+ 330.11%
$37.9K - $44.6K
400 $73.6K

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