Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 2021. 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
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-375
- 1.47%
$49.4K - $53.2K
25.1K $4.53M
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-385
- 3.0%
$50.7K - $54.6K
12.5K $2.25M
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-391
- 49.37%
$51.5K - $55.4K
401 $72.5K
Oct 08, 2021 Q3 2021
Vigilant Capital Management, LLC

SELL
 -
-403
- 26.1%
$53.1K - $57.1K
1.14K $206K
Nov 10, 2021 Q3 2021
Cx Institutional

SELL
 -
-403
- 15.08%
$53.1K - $57.1K
2.27K $411K
Nov 15, 2021 Q3 2021
Balentine LLC

Atlanta, GA
SELL
 -
-414
- 11.38%
$54.5K - $58.7K
3.23K $583K
Nov 12, 2021 Q3 2021
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-422
- 1.18%
$55.6K - $59.8K
35.3K $6.39M
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-450
- 50.73%
$59.3K - $63.8K
437 $79K
Oct 29, 2021 Q3 2021
Sharkey, Howes & Javer

SELL
 -
-459
- 6.69%
$60.5K - $65.1K
6.4K $1.16M
Nov 02, 2021 Q3 2021
Ma Private Wealth

SELL
 -
-462
- 0.44%
$60.9K - $65.5K
105K $18.9M
Oct 12, 2021 Q3 2021
Tarbox Family Office, Inc.

SELL
 -
-473
- 2.13%
$62.3K - $67.1K
21.7K $3.92M
Jun 16, 2022 Q3 2021
Johnson Bixby & Associates, LLC

SELL
 -
-483
- 2.84%
$63.6K - $68.5K
16.5K $2.99M
Nov 12, 2021 Q3 2021
Madison Asset Management, LLC

Madison, WI
SELL
 -
-511
- 1.12%
$67.3K - $72.4K
45.1K $8.15M
Oct 28, 2021 Q3 2021
Morris Retirement Advisors, LLC

Parsippany, NJ
SELL
 -
-514
- 1.9%
$67.7K - $72.9K
26.5K $4.79M
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-518
- 7.5%
$68.2K - $73.4K
6.39K $1.16M
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

SELL
 -
-537
- 58.05%
$70.7K - $76.1K
388 $70.2K
Nov 05, 2021 Q3 2021
Pfg Advisors

SELL
 -
-545
- 1.98%
$71.8K - $77.3K
27K $4.88M
Oct 28, 2021 Q3 2021
Community Bank, N.A.

SELL
 -
-550
Closed
$72.5K - $78K
0 $0
Nov 02, 2021 Q3 2021
Tfc Financial Management

SELL
 -
-550
- 4.85%
$72.5K - $78K
10.8K $1.95M
Nov 12, 2021 Q3 2021
Intercontinental Wealth Advisors, LLC

SELL
 -
-570
- 22.71%
$75.1K - $80.8K
1.94K $351K
Nov 12, 2021 Q3 2021
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-575
- 60.15%
$75.7K - $81.5K
381 $68.9K
Oct 13, 2021 Q3 2021
Ayalon Insurance Comp Ltd.

SELL
 -
-600
- 13.94%
$79K - $85.1K
3.71K $670K
Jan 13, 2022 Q3 2021
Diversified Trust CO

SELL
 -
-614
- 3.49%
$80.9K - $87.1K
17K $3.07M
Oct 19, 2021 Q3 2021
Bristlecone Advisors, LLC

SELL
 -
-660
- 3.02%
$86.9K - $93.6K
21.2K $3.83M
Nov 12, 2021 Q3 2021
Tru Independence LLC

SELL
 -
-661
Closed
$87.1K - $93.7K
0 $0
Nov 10, 2021 Q3 2021
Wells Financial Advisors Inc

SELL
 -
-685
- 0.66%
$90.2K - $97.1K
102K $18.5M
Nov 02, 2021 Q3 2021
Old North State Trust, LLC

Greensboro, NC
SELL
 -
-687
Closed
$90.5K - $97.4K
0 $0
Oct 14, 2021 Q3 2021
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-688
- 7.97%
$90.6K - $97.5K
7.94K $1.44M
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-700
- 7.65%
$92.2K - $99.2K
8.45K $1.53M
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-719
- 4.17%
$94.7K - $102K
16.5K $2.99M
Nov 01, 2021 Q3 2021
Bcgm Wealth Management, LLC

SELL
 -
-722
- 1.94%
$95.1K - $102K
36.5K $6.61M
Oct 26, 2021 Q3 2021
Pinnacle Financial Partners Inc

SELL
 -
-729
Closed
$96K - $103K
0 $0
Oct 27, 2021 Q3 2021
Merit Financial Group, LLC

SELL
 -
-729
- 2.06%
$96K - $103K
34.7K $6.28M
Nov 12, 2021 Q3 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-743
- 8.74%
$97.9K - $105K
7.76K $1.4M
Oct 14, 2021 Q3 2021
Forvis Wealth Advisors, LLC

SELL
 -
-762
- 31.06%
$100K - $108K
1.69K $306K
Oct 20, 2021 Q3 2021
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-776
- 27.69%
$102K - $110K
2.03K $366K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

SELL
 -
-796
- 2.97%
$105K - $113K
26K $4.7M
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-797
- 2.28%
$105K - $113K
34.2K $6.19M
Oct 01, 2021 Q3 2021
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-801
- 5.93%
$106K - $114K
12.7K $2.3M
Nov 22, 2021 Q3 2021
Comerica Bank

SELL
 -
-833
- 6.95%
$110K - $118K
11.2K $2.02M
Nov 03, 2021 Q3 2021
Clearwater Capital Advisors, LLC

SELL
 -
-846
- 12.1%
$111K - $120K
6.15K $1.11M
Nov 02, 2021 Q3 2021
Vista Wealth Management Group, LLC

SELL
 -
-875
- 6.53%
$115K - $124K
12.5K $2.26M
Nov 08, 2021 Q3 2021
Buckingham Capital Management, Inc.

SELL
 -
-887
- 2.5%
$117K - $126K
34.6K $6.25M
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

SELL
 -
-911
- 27.76%
$120K - $129K
2.37K $429K
Oct 22, 2021 Q3 2021
Outlook Wealth Advisors, LLC

SELL
 -
-958
- 2.04%
$126K - $136K
45.9K $8.31M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-972
- 11.29%
$128K - $138K
7.64K $1.38M
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-983
- 10.54%
$129K - $139K
8.34K $1.51M
Oct 25, 2021 Q3 2021
Osborne Partners Capital Management, LLC

SELL
 -
-997
- 36.75%
$131K - $141K
1.72K $310K
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.01K
- 3.52%
$132K - $142K
27.5K $4.98M

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