Purchases and Sales Made in Q2 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.97K+ 2.91% |
$322K - $404K
|
105K
$19M
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.97K+ 1.59% |
$322K - $403K
|
189K
$34.2M
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.96K+ 1.81% |
$321K - $402K
|
166K
$30M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.93KNew |
$319K - $399K
|
2.93K
$531K
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.92K+ 9.65% |
$317K - $397K
|
33.2K
$6M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.82K+ 253.1% |
$306K - $383K
|
3.93K
$711K
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.78KNew |
$301K - $377K
|
2.78K
$502K
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
2.69K+ 0.79% |
$292K - $366K
|
344K
$62.2M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.67K+ 48.94% |
$290K - $363K
|
8.12K
$1.47M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.55K+ 13.16% |
$277K - $347K
|
22K
$3.97M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.52K+ 5.01% |
$274K - $343K
|
52.8K
$9.55M
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.52KNew |
$273K - $342K
|
2.52K
$455K
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.34KNew |
$254K - $318K
|
2.34K
$423K
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
2.34K+ 0.85% |
$254K - $318K
|
278K
$50.3M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.3KNew |
$249K - $312K
|
2.3K
$416K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.29KNew |
$248K - $311K
|
2.29K
$413K
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
2.19KNew |
$238K - $298K
|
2.19K
$396K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.18K+ 2.67% |
$237K - $297K
|
84K
$15.2M
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.17KNew |
$236K - $295K
|
2.17K
$393K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.15K+ 4.04% |
$234K - $292K
|
55.4K
$10M
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.15K+ 2.17% |
$233K - $292K
|
101K
$18.3M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.06KNew |
$224K - $280K
|
2.06K
$373K
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.05KNew |
$222K - $278K
|
2.05K
$370K
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.02KNew |
$219K - $275K
|
2.02K
$365K
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2K+ 10.41% |
$217K - $272K
|
21.2K
$3.84M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.95KNew |
$211K - $265K
|
1.95K
$352K
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.92K+ 3.49% |
$208K - $260K
|
56.7K
$10.3M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.83K+ 3.2% |
$198K - $248K
|
58.8K
$10.6M
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.82KNew |
$197K - $247K
|
1.82K
$328K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1.81KNew |
$197K - $246K
|
1.81K
$328K
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.8KNew |
$196K - $245K
|
1.8K
$326K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.8K+ 27.32% |
$196K - $245K
|
8.4K
$1.52M
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.79KNew |
$194K - $243K
|
1.79K
$324K
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1.77K+ 8.59% |
$192K - $240K
|
22.3K
$4.04M
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.76K+ 20.56% |
$191K - $240K
|
10.3K
$1.87M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.76K+ 28.45% |
$191K - $239K
|
7.94K
$1.44M
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.67K+ 0.8% |
$182K - $228K
|
210K
$38M
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.65K+ 12.55% |
$179K - $224K
|
14.8K
$2.67M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.6K+ 7.06% |
$174K - $217K
|
24.2K
$4.38M
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
1.59K+ 90.89% |
$172K - $216K
|
3.33K
$602K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.57K+ 22.26% |
$170K - $213K
|
8.61K
$1.56M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.55K+ 5.26% |
$168K - $211K
|
31K
$5.6M
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.55K+ 1.12% |
$168K - $210K
|
139K
$25.2M
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.54K+ 2.7% |
$167K - $210K
|
58.7K
$10.6M
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
1.54K+ 4.36% |
$167K - $209K
|
36.9K
$6.67M
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.52K+ 1.19% |
$164K - $206K
|
128K
$23.2M
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.5K+ 75.54% |
$162K - $203K
|
3.47K
$628K
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
1.49K+ 13.89% |
$162K - $203K
|
12.3K
$2.22M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 7.25% |
$159K - $199K
|
21.7K
$3.92M
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.46K+ 16.6% |
$159K - $199K
|
10.3K
$1.85M
|