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 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
167+ 1.68% |
$18.9K - $21.1K
|
10.1K
$1.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
159+ 109.66% |
$18K - $20.1K
|
304
$55.2K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
155+ 14.6% |
$17.6K - $19.6K
|
1.22K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
152New |
$17.2K - $19.2K
|
152
$27.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
151+ 4.43% |
$17.1K - $19.1K
|
3.56K
$646K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
151+ 4.39% |
$17.1K - $19.1K
|
3.59K
$652K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
146+ 1.29% |
$16.5K - $18.4K
|
11.5K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
144New |
$16.3K - $18.2K
|
144
$26.1K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
133+ 4.09% |
$15.1K - $16.8K
|
3.39K
$615K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
132+ 3.49% |
$14.9K - $16.7K
|
3.91K
$710K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
117+ 2.28% |
$13.2K - $14.8K
|
5.24K
$952K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
116New |
$13.1K - $14.6K
|
116
$21.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
116+ 3.76% |
$13.1K - $14.6K
|
3.2K
$581K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
115+ 2.42% |
$13K - $14.5K
|
4.86K
$883K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
102+ 4.0% |
$11.5K - $12.9K
|
2.65K
$482K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
100+ 400.0% |
$11.3K - $12.6K
|
125
$22.7K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
90+ 2.45% |
$10.2K - $11.4K
|
3.76K
$683K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
88New |
$9.96K - $11.1K
|
88
$16K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
83+ 1.13% |
$9.4K - $10.5K
|
7.46K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
80+ 0.24% |
$9.06K - $10.1K
|
33.2K
$6.03M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
78+ 0.17% |
$8.83K - $9.84K
|
46.8K
$8.5M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
73+ 0.67% |
$8.27K - $9.21K
|
11K
$2M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
71New |
$8.04K - $8.96K
|
71
$12.9K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
68+ 0.17% |
$7.7K - $8.58K
|
39.5K
$7.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
67+ 0.47% |
$7.59K - $8.46K
|
14.4K
$2.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
65+ 1.75% |
$7.36K - $8.2K
|
3.79K
$688K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64+ 0.06% |
$7.25K - $8.08K
|
110K
$20M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63+ 170.27% |
$7.13K - $7.95K
|
100
$18.2K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
60New |
$6.79K - $7.57K
|
60
$10.9K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
60+ 1.46% |
$6.79K - $7.57K
|
4.17K
$757K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
56+ 0.57% |
$6.34K - $7.07K
|
9.86K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
52+ 0.32% |
$5.89K - $6.56K
|
16.1K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.55% |
$5.66K - $6.31K
|
9.08K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
46+ 0.93% |
$5.21K - $5.81K
|
5.02K
$911K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
45+ 1.58% |
$5.1K - $5.68K
|
2.89K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
43+ 0.05% |
$4.87K - $5.43K
|
79.7K
$14.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
42+ 6.67% |
$4.76K - $5.3K
|
672
$122K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
39+ 0.58% |
$4.42K - $4.92K
|
6.71K
$1.22M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
39+ 325.0% |
$4.42K - $4.92K
|
51
$9.26K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35+ 1.76% |
$3.96K - $4.42K
|
2.03K
$368K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
34+ 0.72% |
$3.85K - $4.29K
|
4.78K
$868K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
31+ 1.49% |
$3.51K - $3.91K
|
2.11K
$383K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
31+ 2.01% |
$3.51K - $3.91K
|
1.57K
$285K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
30+ 0.24% |
$3.4K - $3.79K
|
12.4K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
29+ 0.86% |
$3.28K - $3.66K
|
3.39K
$615K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
28+ 0.45% |
$3.17K - $3.53K
|
6.19K
$1.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
25+ 104.17% |
$2.83K - $3.16K
|
49
$8.9K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
24+ 0.25% |
$2.72K - $3.03K
|
9.81K
$1.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23+ 0.75% |
$2.6K - $2.9K
|
3.09K
$561K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
23+ 0.24% |
$2.6K - $2.9K
|
9.62K
$1.75M
|