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 |
|---|---|---|---|---|---|---|---|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
536+ 1.8% |
$58.2K - $72.9K
|
30.4K
$5.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
525+ 27.37% |
$57K - $71.4K
|
2.44K
$446K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
509+ 21.64% |
$55.3K - $69.2K
|
2.86K
$523K
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
BUY
|
- |
500+ 10.59% |
$54.3K - $68K
|
5.22K
$954K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
492+ 16.15% |
$53.4K - $66.9K
|
3.54K
$646K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
491+ 35.61% |
$53.3K - $66.8K
|
1.87K
$342K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
487+ 16.75% |
$52.9K - $66.2K
|
3.4K
$620K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
484New |
$52.5K - $65.8K
|
484
$88.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
478+ 2.58% |
$51.9K - $65K
|
19K
$3.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
469+ 4.09% |
$50.9K - $63.8K
|
11.9K
$2.18M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
466+ 2.87% |
$50.6K - $63.4K
|
16.7K
$3.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
447+ 9.98% |
$48.5K - $60.8K
|
4.93K
$900K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
430New |
$46.7K - $58.5K
|
430
$78.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
397+ 0.56% |
$43.1K - $54K
|
71.1K
$13M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
385+ 172.65% |
$41.8K - $52.4K
|
608
$111K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
369+ 4.31% |
$40.1K - $50.2K
|
8.92K
$1.63M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
346New |
$37.6K - $47K
|
346
$63.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
335New |
$36.4K - $45.6K
|
335
$61.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
331+ 8.91% |
$35.9K - $45K
|
4.05K
$739K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
311+ 18.77% |
$33.8K - $42.3K
|
1.97K
$360K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
306+ 1.15% |
$33.2K - $41.6K
|
27K
$4.93M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
304+ 2.58% |
$33K - $41.3K
|
12.1K
$2.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
303+ 4.93% |
$32.9K - $41.2K
|
6.46K
$1.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
301+ 4.98% |
$32.7K - $40.9K
|
6.35K
$1.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
295+ 0.35% |
$32K - $40.1K
|
85.8K
$15.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263+ 4.25% |
$28.6K - $35.8K
|
6.44K
$1.18M
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
260New |
$28.2K - $35.4K
|
260
$47.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
239+ 2.79% |
$25.9K - $32.5K
|
8.8K
$1.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
229+ 508.89% |
$24.9K - $31.1K
|
274
$50.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
229+ 5.27% |
$24.9K - $31.1K
|
4.58K
$836K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
224+ 5.52% |
$24.3K - $30.5K
|
4.28K
$782K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
224+ 1.37% |
$24.3K - $30.5K
|
16.6K
$3.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
219New |
$23.8K - $29.8K
|
219
$40K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
213New |
$23.1K - $29K
|
213
$38.9K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
204+ 136.0% |
$22.1K - $27.7K
|
354
$64.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
201+ 72.3% |
$21.8K - $27.3K
|
479
$87.5K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
192+ 1.78% |
$20.8K - $26.1K
|
11K
$2.01M
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
184+ 1.14% |
$20K - $25K
|
16.4K
$2.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
169+ 0.91% |
$18.3K - $23K
|
18.7K
$3.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
160+ 5.2% |
$17.4K - $21.8K
|
3.24K
$591K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
160New |
$17.4K - $21.8K
|
160
$29.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
150+ 0.61% |
$16.3K - $20.4K
|
24.9K
$4.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
147+ 15.54% |
$16K - $20K
|
1.09K
$200K
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
141+ 1.79% |
$15.3K - $19.2K
|
8.04K
$1.47M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
139+ 6.69% |
$15.1K - $18.9K
|
2.22K
$405K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
136+ 48.92% |
$14.8K - $18.5K
|
414
$75.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
135New |
$14.7K - $18.4K
|
135
$24.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
130+ 2.88% |
$14.1K - $17.7K
|
4.65K
$850K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
129+ 2.85% |
$14K - $17.5K
|
4.65K
$849K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
127+ 13.42% |
$13.8K - $17.3K
|
1.07K
$196K
|