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
Astoria Strategic Wealth, Inc.

BUY
 -
46.1K
+ 99.53%
$6.07M - $6.54M
92.4K $16.7M
Nov 16, 2021 Q3 2021
Cable Hill Partners, LLC

Portland, OR
BUY
 -
45.4K
+ 20.61%
$5.98M - $6.44M
266K $48.1M
Nov 15, 2021 Q3 2021
Foster Group, Inc.

BUY
 -
45.4K
+ 62.44%
$5.98M - $6.44M
118K $21.4M
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
41.9K
+ 380.35%
$5.52M - $5.94M
52.9K $9.56M
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
40.5K
+ 296.1%
$5.34M - $5.74M
54.2K $9.8M
Oct 18, 2021 Q3 2021
Colton Groome Financial Advisors, LLC

BUY
 -
39.3K
+ 58.93%
$5.18M - $5.57M
106K $19.2M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
39K
+ 26.28%
$5.13M - $5.52M
187K $33.9M
Nov 08, 2021 Q3 2021
Keybank National Association

BUY
 -
37.6K
+ 0.93%
$4.96M - $5.34M
4.08M $738M
Nov 02, 2021 Q3 2021
Waldron Private Wealth LLC

BUY
 -
35.9K
New
$4.73M - $5.09M
35.9K $6.5M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
33.2K
+ 3.81%
$4.38M - $4.71M
906K $164M
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

BUY
 -
27.8K
+ 82.91%
$3.67M - $3.95M
61.4K $11.1M
Nov 03, 2021 Q3 2021
Brookstone Capital Management

BUY
 -
27.3K
+ 26.16%
$3.6M - $3.87M
132K $23.8M
Oct 26, 2021 Q3 2021
Prism Advisors, Inc.

BUY
 -
27.2K
+ 45.48%
$3.58M - $3.85M
87K $15.7M
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
26.5K
New
$3.49M - $3.76M
26.5K $4.79M
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
26.1K
+ 19.24%
$3.44M - $3.7M
162K $29.2M
Oct 20, 2021 Q3 2021
Aj Wealth Strategies, LLC

BUY
 -
26K
+ 6.4%
$3.42M - $3.68M
432K $78.1M
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
24.9K
+ 8.6%
$3.28M - $3.53M
314K $56.8M
Nov 01, 2021 Q3 2021
Howard Financial Services, Ltd.

BUY
 -
24.9K
+ 9.55%
$3.28M - $3.53M
285K $51.6M
Nov 15, 2021 Q3 2021
Founders Financial Securities LLC

BUY
 -
24.7K
+ 85.72%
$3.26M - $3.51M
53.6K $9.7M
Nov 15, 2021 Q3 2021
Paradigm Financial Partners, LLC

BUY
 -
24.1K
+ 67.17%
$3.17M - $3.41M
59.9K $10.8M
Nov 02, 2021 Q3 2021
Connecticut Wealth Management, LLC

BUY
 -
23.1K
+ 1.82%
$3.05M - $3.28M
1.3M $234M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
22.3K
+ 17.5%
$2.94M - $3.17M
150K $27.1M
Oct 12, 2021 Q3 2021
Moulton Wealth Management, Inc

BUY
 -
21.7K
New
$2.85M - $3.07M
21.7K $3.92M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
21.6K
+ 3.42%
$2.84M - $3.06M
653K $118M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
21.5K
+ 614.69%
$2.83M - $3.05M
25K $4.52M
Oct 13, 2021 Q3 2021
Bruderman Asset Management, LLC

Locust Valley, NY
BUY
 -
21.2K
New
$2.8M - $3.01M
21.2K $3.84M
Oct 12, 2021 Q3 2021
Wesbanco Bank Inc

BUY
 -
20.4K
+ 344.76%
$2.69M - $2.9M
26.4K $4.77M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
20K
+ 9.05%
$2.63M - $2.83M
241K $43.5M
Nov 12, 2021 Q3 2021
Doyle Wealth Management

St. Petersburg, FL
BUY
 -
19.3K
+ 51.36%
$2.54M - $2.73M
56.8K $10.3M
Oct 26, 2021 Q3 2021
Orgel Wealth Management, LLC

BUY
 -
18.4K
+ 16.7%
$2.42M - $2.61M
129K $23.2M
Jan 18, 2022 Q3 2021
Apella Capital, LLC

BUY
 -
17.7K
+ 54.85%
$2.34M - $2.51M
50.1K $9.05M
Nov 03, 2021 Q3 2021
Tmd Wealth Management, LLC

BUY
 -
17.6K
+ 8.14%
$2.32M - $2.49M
234K $42.3M
Oct 19, 2021 Q3 2021
Ullmann Wealth Partners Group, LLC

BUY
 -
17.6K
+ 27.85%
$2.31M - $2.49M
80.7K $14.6M
Nov 16, 2021 Q3 2021
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
17.2K
+ 95.08%
$2.26M - $2.43M
35.2K $6.37M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
16.7K
New
$2.2M - $2.37M
16.7K $3.02M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
16K
+ 297.82%
$2.1M - $2.27M
21.3K $3.86M
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

BUY
 -
15.5K
New
$2.04M - $2.2M
15.5K $2.8M
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
15.5K
New
$2.04M - $2.2M
15.5K $2.8M
Nov 10, 2021 Q3 2021
Argi Investment Services, LLC

BUY
 -
15.4K
+ 1.16%
$2.03M - $2.18M
1.34M $242M
Oct 18, 2021 Q3 2021
Symmetry Partners, LLC

BUY
 -
15.1K
+ 13.99%
$1.99M - $2.15M
123K $22.3M
Oct 26, 2021 Q3 2021
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
15.1K
+ 3.0%
$1.98M - $2.13M
517K $93.6M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
14.7K
+ 5.39%
$1.93M - $2.08M
286K $51.8M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
14.6K
+ 8.99%
$1.93M - $2.07M
177K $32M
Nov 12, 2021 Q3 2021
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
14.3K
+ 9.9%
$1.89M - $2.03M
159K $28.8M
Dec 10, 2021 Q3 2021
Jackson Wealth Management, LLC

BUY
 -
14K
New
$1.84M - $1.98M
14K $2.53M
Nov 10, 2021 Q3 2021
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
13.8K
+ 42.89%
$1.82M - $1.96M
46K $8.33M
Oct 18, 2023 Q3 2021
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
13.1K
+ 3.84%
$1.73M - $1.86M
355K $64.2M
Nov 12, 2021 Q3 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
12.7K
+ 4.83%
$1.68M - $1.81M
276K $50M
Nov 05, 2021 Q3 2021
Spc Financial, Inc.

BUY
 -
12.7K
+ 7.6%
$1.68M - $1.8M
180K $32.6M

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