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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.46K+ 7.41% |
$158K - $198K
|
21.1K
$3.82M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.45K+ 11.4% |
$157K - $197K
|
14.1K
$2.56M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.43K+ 3.66% |
$155K - $194K
|
40.5K
$7.32M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.41K+ 422.16% |
$153K - $192K
|
1.74K
$315K
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.38K+ 1.66% |
$150K - $187K
|
84.2K
$15.2M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.26K+ 62.91% |
$136K - $171K
|
3.25K
$588K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.24K+ 5.28% |
$135K - $169K
|
24.8K
$4.48M
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.14K+ 1.25% |
$124K - $156K
|
92.8K
$16.8M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.12K+ 8.6% |
$121K - $152K
|
14.1K
$2.56M
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.04K+ 8.57% |
$112K - $141K
|
13.1K
$2.37M
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.02K+ 53.0% |
$110K - $138K
|
2.93K
$530K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1K+ 115.99% |
$109K - $136K
|
1.86K
$337K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1K+ 115.99% |
$109K - $136K
|
1.86K
$337K
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
976+ 9.33% |
$106K - $133K
|
11.4K
$2.07M
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
976+ 15.93% |
$106K - $133K
|
7.1K
$1.28M
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
932+ 13.04% |
$101K - $127K
|
8.08K
$1.46M
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
921+ 3.62% |
$100K - $125K
|
26.4K
$4.77M
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
917+ 2.99% |
$99.6K - $125K
|
31.5K
$5.7M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
893+ 10.1% |
$97K - $121K
|
9.74K
$1.76M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
893+ 10.46% |
$97K - $121K
|
9.43K
$1.71M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
865+ 2.59% |
$93.9K - $118K
|
34.2K
$6.19M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
861+ 10.42% |
$93.5K - $117K
|
9.12K
$1.65M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
852+ 32.48% |
$92.5K - $116K
|
3.48K
$628K
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
835+ 0.47% |
$90.7K - $114K
|
177K
$32M
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
834+ 0.76% |
$90.5K - $113K
|
110K
$19.9M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
833+ 0.12% |
$90.4K - $113K
|
668K
$121M
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
828+ 3.0% |
$89.9K - $113K
|
28.4K
$5.14M
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
828+ 25.48% |
$89.9K - $113K
|
4.08K
$738K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
821+ 47.21% |
$89.1K - $112K
|
2.56K
$463K
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
791+ 5.29% |
$85.9K - $108K
|
15.7K
$2.85M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
778+ 44.43% |
$84.5K - $106K
|
2.53K
$457K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
768+ 204.8% |
$83.4K - $104K
|
1.14K
$207K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
752+ 0.46% |
$81.6K - $102K
|
166K
$30M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
746+ 28.16% |
$81K - $101K
|
3.4K
$614K
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
740+ 45.96% |
$80.3K - $101K
|
2.35K
$425K
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
738+ 1.07% |
$80.1K - $100K
|
69.9K
$12.6M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
733+ 22.74% |
$79.6K - $99.7K
|
3.96K
$716K
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
727+ 24.53% |
$78.9K - $98.9K
|
3.69K
$668K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
684+ 6.38% |
$74.3K - $93K
|
11.4K
$2.06M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
680+ 17.14% |
$73.8K - $92.5K
|
4.65K
$841K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
678New |
$73.6K - $92.2K
|
678
$123K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
670+ 33.33% |
$72.7K - $91.1K
|
2.68K
$485K
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
669+ 9.56% |
$72.6K - $91K
|
7.66K
$1.39M
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
668+ 1.9% |
$72.5K - $90.8K
|
35.9K
$6.49M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
653+ 202.17% |
$70.9K - $88.8K
|
976
$177K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
626+ 5.78% |
$68K - $85.1K
|
11.5K
$2.07M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
600New |
$65.1K - $81.6K
|
600
$109K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
554+ 2.92% |
$60.1K - $75.3K
|
19.5K
$3.53M
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
551+ 6.12% |
$59.8K - $74.9K
|
9.55K
$1.73M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
548+ 35.84% |
$59.5K - $74.5K
|
2.08K
$376K
|