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 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-992- 8.42% |
$112K - $125K
|
10.8K
$2.01M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-994- 0.79% |
$113K - $125K
|
124K
$23.2M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-999- 32.74% |
$113K - $126K
|
2.05K
$382K
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.02K- 9.53% |
$115K - $128K
|
9.64K
$1.79M
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1.05K- 2.63% |
$119K - $132K
|
38.9K
$7.23M
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.06K- 6.66% |
$120K - $134K
|
14.9K
$2.77M
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.09K- 7.21% |
$124K - $138K
|
14.1K
$2.62M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.09K- 31.77% |
$124K - $138K
|
2.35K
$437K
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.21K- 6.08% |
$136K - $152K
|
18.6K
$3.46M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.21K- 23.89% |
$137K - $153K
|
3.87K
$719K
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.24K- 2.43% |
$141K - $157K
|
49.8K
$9.26M
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.25K- 18.93% |
$141K - $157K
|
5.34K
$994K
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.27K- 5.49% |
$143K - $160K
|
21.8K
$4.05M
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.33K- 1.52% |
$150K - $167K
|
85.9K
$16M
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.4K- 26.74% |
$159K - $177K
|
3.84K
$714K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.42K- 0.99% |
$160K - $179K
|
142K
$26.5M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.47K- 4.81% |
$167K - $186K
|
29.2K
$5.42M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.49K- 9.43% |
$168K - $188K
|
14.3K
$2.66M
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.52K- 24.21% |
$172K - $191K
|
4.75K
$883K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 26.52% |
$175K - $195K
|
4.28K
$797K
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.07% |
$177K - $197K
|
73.9K
$13.8M
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.58K- 5.95% |
$179K - $199K
|
24.9K
$4.64M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.59K- 3.96% |
$179K - $200K
|
38.4K
$7.15M
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.59K- 5.66% |
$180K - $201K
|
26.5K
$4.93M
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.73K- 1.04% |
$196K - $218K
|
165K
$30.6M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.75K- 4.93% |
$198K - $220K
|
33.7K
$6.26M
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 2.62% |
$209K - $233K
|
68.6K
$12.8M
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.86K- 13.47% |
$210K - $234K
|
11.9K
$2.22M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.87K- 10.14% |
$211K - $235K
|
16.5K
$3.07M
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.96K- 2.5% |
$222K - $247K
|
76.3K
$14.2M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.97K- 15.28% |
$223K - $249K
|
10.9K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2K- 27.05% |
$227K - $253K
|
5.4K
$1M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.01K- 21.54% |
$228K - $254K
|
7.33K
$1.36M
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.03K- 53.57% |
$230K - $256K
|
1.76K
$328K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.06K- 92.16% |
$233K - $260K
|
175
$32.6K
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.06K- 18.65% |
$233K - $260K
|
8.99K
$1.67M
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.12K- 16.74% |
$239K - $267K
|
10.5K
$1.96M
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.15K- 40.32% |
$243K - $271K
|
3.18K
$591K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.17K- 40.47% |
$245K - $273K
|
3.18K
$592K
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.2K- 26.52% |
$249K - $277K
|
6.09K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.28K- 0.32% |
$258K - $287K
|
703K
$131M
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.58K- 13.97% |
$292K - $325K
|
15.9K
$2.95M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.6K- 1.05% |
$294K - $327K
|
244K
$45.4M
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.61K- 2.52% |
$296K - $330K
|
101K
$18.8M
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.62K- 3.63% |
$296K - $330K
|
69.4K
$12.9M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.64K- 26.6% |
$298K - $333K
|
7.27K
$1.35M
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.68K- 6.7% |
$303K - $338K
|
37.3K
$6.94M
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.77K- 50.49% |
$313K - $349K
|
2.71K
$504K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.92K- 6.11% |
$331K - $369K
|
44.9K
$8.35M
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.96K- 29.45% |
$335K - $373K
|
7.09K
$1.32M
|