Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 2023. 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 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.6M+ 479.63% |
$2.78B - $3.1B
|
29.7M
$5.5B
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.05M+ 145.71% |
$459M - $511M
|
6.83M
$1.27B
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.9M+ 46.19% |
$442M - $492M
|
12.3M
$2.29B
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.58M+ 176.95% |
$406M - $452M
|
5.61M
$1.04B
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.37M+ 154.52% |
$382M - $426M
|
5.56M
$1.03B
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.42M+ 10421.64% |
$274M - $306M
|
2.44M
$453M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.26M+ 245.41% |
$256M - $285M
|
3.18M
$589M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.09M+ 252.07% |
$236M - $263M
|
2.91M
$540M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.08M+ 43.2% |
$236M - $263M
|
6.9M
$1.28B
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.34M+ 27.35% |
$152M - $169M
|
6.24M
$1.16B
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28M+ 471.35% |
$145M - $162M
|
1.55M
$288M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.26M+ 65.88% |
$143M - $159M
|
3.17M
$588M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.19M+ 464.23% |
$135M - $150M
|
1.44M
$268M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.05MNew |
$119M - $133M
|
1.05M
$195M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
841K+ 88.05% |
$95.3M - $106M
|
1.8M
$333M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
674K+ 513.75% |
$76.3M - $85.1M
|
805K
$149M
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
651KNew |
$73.8M - $82.2M
|
651K
$121M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
418K+ 336.85% |
$47.3M - $52.7M
|
542K
$100M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
361K+ 456.07% |
$40.9M - $45.6M
|
440K
$81.6M
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
361KNew |
$40.8M - $45.5M
|
361K
$66.8M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
322K+ 12311.51% |
$36.5M - $40.6M
|
325K
$60.1M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
315K+ 48.47% |
$35.7M - $39.7M
|
965K
$179M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
303K+ 252.41% |
$34.3M - $38.3M
|
423K
$78.5M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
302K+ 220.64% |
$34.2M - $38.1M
|
439K
$81.3M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
298K+ 154.85% |
$33.7M - $37.6M
|
490K
$90.9M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
285K+ 28.96% |
$32.2M - $35.9M
|
1.27M
$235M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
279K+ 12.57% |
$31.6M - $35.2M
|
2.5M
$463M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
257K+ 131.32% |
$29.1M - $32.4M
|
453K
$83.9M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
248K+ 14.77% |
$28.1M - $31.3M
|
1.92M
$357M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
245K+ 180.43% |
$27.7M - $30.9M
|
380K
$70.5M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
241K+ 65.06% |
$27.3M - $30.4M
|
611K
$113M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
241K+ 1228.26% |
$27.2M - $30.4M
|
260K
$48.2M
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
239KNew |
$27M - $30.1M
|
239K
$44.2M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
221K+ 86.27% |
$25M - $27.9M
|
477K
$88.4M
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
213K+ 5560.56% |
$24.1M - $26.9M
|
217K
$40.2M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
210K+ 59.96% |
$23.8M - $26.5M
|
561K
$104M
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
207KNew |
$23.4M - $26.1M
|
207K
$38.3M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
206K+ 706.88% |
$23.4M - $26.1M
|
236K
$43.7M
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
206K+ 821.72% |
$23.3M - $25.9M
|
231K
$42.7M
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
195K+ 78.26% |
$22.1M - $24.6M
|
445K
$82.4M
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
194KNew |
$22M - $24.5M
|
194K
$36M
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
193KNew |
$21.9M - $24.4M
|
193K
$35.8M
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
192KNew |
$21.8M - $24.3M
|
192K
$35.7M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
188K+ 32.07% |
$21.3M - $23.8M
|
776K
$144M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
186K+ 245.38% |
$21.1M - $23.5M
|
262K
$48.5M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
186K+ 7751.15% |
$21M - $23.4M
|
188K
$34.8M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
176KNew |
$19.9M - $22.2M
|
176K
$32.6M
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
172KNew |
$19.5M - $21.7M
|
172K
$31.9M
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
160KNew |
$18.1M - $20.2M
|
160K
$29.7M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
158K+ 200.96% |
$17.9M - $20M
|
237K
$43.9M
|