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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
63.2K+ 2157.71% |
$7.16M - $7.98M
|
66.2K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
61.1KNew |
$6.91M - $7.71M
|
61.1K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
60K+ 7.22% |
$6.8M - $7.57M
|
891K
$166M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
59.6K+ 2509.09% |
$6.75M - $7.52M
|
62K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
59.6KNew |
$6.75M - $7.52M
|
59.6K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
59.5K+ 74.38% |
$6.74M - $7.51M
|
139K
$26M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
58.1K+ 27.13% |
$6.57M - $7.33M
|
272K
$50.7M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
57.8KNew |
$6.54M - $7.29M
|
57.8K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
56.8KNew |
$6.43M - $7.17M
|
56.8K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.2KNew |
$6.25M - $6.97M
|
55.2K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
55KNew |
$6.22M - $6.94M
|
55K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
54.4K+ 9.07% |
$6.16M - $6.86M
|
654K
$122M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
52.8KNew |
$5.98M - $6.66M
|
52.8K
$9.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
51.8KNew |
$5.86M - $6.54M
|
51.8K
$9.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
51.5KNew |
$5.83M - $6.5M
|
51.5K
$9.6M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
51.5K+ 1465.8% |
$5.83M - $6.5M
|
55K
$10.2M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
51.5KNew |
$5.83M - $6.5M
|
51.5K
$9.59M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51.4K+ 7.65% |
$5.82M - $6.49M
|
724K
$135M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
51.1KNew |
$5.78M - $6.44M
|
51.1K
$9.51M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
50.7K+ 258.97% |
$5.74M - $6.39M
|
70.2K
$13.1M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
50K+ 31.08% |
$5.66M - $6.31M
|
211K
$39.3M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
49.8K+ 294.55% |
$5.64M - $6.28M
|
66.7K
$12.4M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
48.9K+ 1474.41% |
$5.53M - $6.17M
|
52.2K
$9.72M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
48.7K+ 230.36% |
$5.51M - $6.14M
|
69.8K
$13M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
47.2K+ 182.32% |
$5.34M - $5.95M
|
73.1K
$13.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
46.9K+ 3.36% |
$5.31M - $5.92M
|
1.44M
$269M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
45.9K+ 10.1% |
$5.2M - $5.79M
|
501K
$93.3M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
45.5KNew |
$5.15M - $5.74M
|
45.5K
$8.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
45.5KNew |
$5.15M - $5.74M
|
45.5K
$8.47M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
44.6K+ 10.31% |
$5.05M - $5.63M
|
477K
$88.9M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
44.3K+ 2029.56% |
$5.01M - $5.59M
|
46.5K
$8.66M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
43.3K+ 13.55% |
$4.91M - $5.47M
|
363K
$67.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
43K+ 363.11% |
$4.87M - $5.43M
|
54.8K
$10.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
40.6KNew |
$4.6M - $5.13M
|
40.6K
$7.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
40.4KNew |
$4.57M - $5.1M
|
40.4K
$7.53M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40.2KNew |
$4.55M - $5.07M
|
40.2K
$7.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
39.8KNew |
$4.51M - $5.02M
|
39.8K
$7.42M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.8K+ 1112.69% |
$4.51M - $5.02M
|
43.4K
$8.08M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
38.8KNew |
$4.39M - $4.89M
|
38.8K
$7.22M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
38.5KNew |
$4.35M - $4.85M
|
38.5K
$7.17M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
38.3K+ 98.98% |
$4.34M - $4.83M
|
77K
$14.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
36.4K+ 579.15% |
$4.12M - $4.59M
|
42.7K
$7.95M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
35.8KNew |
$4.06M - $4.52M
|
35.8K
$6.68M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.2K+ 38.81% |
$3.98M - $4.44M
|
126K
$23.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
35KNew |
$3.96M - $4.41M
|
35K
$6.51M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
34.4K+ 24.11% |
$3.9M - $4.35M
|
177K
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.9K+ 27.73% |
$3.84M - $4.28M
|
156K
$29.1M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33.6K+ 468.78% |
$3.8M - $4.24M
|
40.7K
$7.59M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
33.3K+ 530.79% |
$3.77M - $4.2M
|
39.5K
$7.37M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
33.2KNew |
$3.75M - $4.18M
|
33.2K
$6.18M
|