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
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
96+ 0.13% |
$11.9K - $13.9K
|
72K
$13.2M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
95New |
$11.7K - $13.8K
|
95
$17.4K
|
|
|
May 13, 2022
Q1 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
79+ 0.17% |
$9.76K - $11.5K
|
46.4K
$8.48M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
79+ 0.84% |
$9.76K - $11.5K
|
9.49K
$1.73M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
77+ 0.27% |
$9.51K - $11.2K
|
28.5K
$5.21M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
75New |
$9.27K - $10.9K
|
75
$13.7K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
69+ 0.17% |
$8.52K - $10K
|
41.6K
$7.6M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
64+ 3.19% |
$7.91K - $9.29K
|
2.07K
$378K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
62New |
$7.66K - $9K
|
62
$11.3K
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
58+ 0.81% |
$7.17K - $8.42K
|
7.25K
$1.32M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
53+ 0.34% |
$6.55K - $7.69K
|
15.7K
$2.88M
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 1.06% |
$6.18K - $7.26K
|
4.77K
$871K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
46+ 2.07% |
$5.68K - $6.68K
|
2.27K
$414K
|
|
|
May 16, 2022
Q1 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
44+ 0.91% |
$5.44K - $6.39K
|
4.87K
$889K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
42+ 1.45% |
$5.19K - $6.1K
|
2.94K
$537K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
41+ 1.77% |
$5.07K - $5.95K
|
2.35K
$430K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
40+ 4.42% |
$4.94K - $5.81K
|
946
$173K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
38+ 3.9% |
$4.69K - $5.52K
|
1.01K
$185K
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
29+ 1.02% |
$3.58K - $4.21K
|
2.88K
$526K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25+ 2.98% |
$3.09K - $3.63K
|
863
$158K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
20+ 0.19% |
$2.47K - $2.9K
|
10.8K
$1.97M
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
19+ 0.9% |
$2.35K - $2.76K
|
2.13K
$389K
|
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
15+ 0.08% |
$1.85K - $2.18K
|
18.8K
$3.44M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 0.3% |
$1.61K - $1.89K
|
4.37K
$798K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.27% |
$1.24K - $1.45K
|
3.68K
$672K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
8+ 0.25% |
$988 - $1.16K
|
3.16K
$576K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7+ 0.09% |
$865 - $1.02K
|
7.86K
$1.44M
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
7+ 0.43% |
$865 - $1.02K
|
1.65K
$302K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
6+ 0.3% |
$741 - $871
|
1.99K
$364K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.27% |
$741 - $871
|
2.22K
$406K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.24% |
$618 - $726
|
2.06K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5New |
$618 - $726
|
5
$914
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.29% |
$618 - $726
|
1.72K
$313K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.17% |
$371 - $436
|
1.75K
$319K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.03% |
$371 - $436
|
8.62K
$1.57M
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.08% |
$247 - $290
|
2.61K
$476K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.12% |
$124 - $145
|
835
$153K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.11% |
$124 - $145
|
916
$167K
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1+ 0.03% |
$124 - $145
|
2.92K
$534K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1New |
$124 - $145
|
1
$183
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.49% |
$124 - $145
|
204
$37.3K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.13% |
$124 - $145
|
777
$142K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2- 0.18% |
$247 - $290
|
1.14K
$208K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3Closed |
$371 - $436
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3- 0.07% |
$371 - $436
|
4.6K
$841K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4- 0.05% |
$494 - $581
|
8.55K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7- 0.21% |
$865 - $1.02K
|
3.25K
$594K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- 0.64% |
$865 - $1.02K
|
1.09K
$199K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-9- 0.59% |
$1.11K - $1.31K
|
1.53K
$279K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 2.32% |
$1.24K - $1.45K
|
421
$76.9K
|