Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Quality Facto (QUAL)
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 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.68KNew |
$748K - $805K
|
5.68K
$1.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.53K+ 5.94% |
$728K - $784K
|
98.6K
$17.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.52K+ 24.16% |
$728K - $783K
|
28.4K
$5.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.47K+ 2.2% |
$721K - $776K
|
254K
$45.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.28K+ 110.0% |
$696K - $749K
|
10.1K
$1.82M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
5.21K+ 2.07% |
$687K - $739K
|
257K
$46.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
5.02K+ 4.53% |
$662K - $712K
|
116K
$20.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.92K+ 9.53% |
$648K - $697K
|
56.5K
$10.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
4.91K+ 59.03% |
$646K - $695K
|
13.2K
$2.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.9KNew |
$646K - $695K
|
4.9K
$887K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 0.82% |
$646K - $695K
|
605K
$109M
|
|
|
Nov 10, 2021
Q3 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
4.89K+ 39.66% |
$645K - $694K
|
17.2K
$3.12M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.87K+ 2.58% |
$642K - $691K
|
194K
$35M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.85K+ 64.6% |
$638K - $687K
|
12.3K
$2.23M
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.8K+ 2.69% |
$632K - $680K
|
183K
$33.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.78K+ 27.99% |
$630K - $678K
|
21.9K
$3.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.55K+ 28.34% |
$599K - $645K
|
20.6K
$3.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
4.54KNew |
$599K - $644K
|
4.54K
$822K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
4.47K+ 4.26% |
$588K - $633K
|
109K
$19.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.4K+ 19.28% |
$580K - $624K
|
27.2K
$4.93M
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
BUY
|
- |
4.37K+ 13.22% |
$575K - $619K
|
37.4K
$6.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.27K+ 3.8% |
$563K - $606K
|
117K
$21.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.26K+ 19.04% |
$562K - $605K
|
26.7K
$4.82M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.24K+ 14.43% |
$558K - $601K
|
33.6K
$6.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.21KNew |
$554K - $597K
|
4.21K
$761K
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.19K+ 199.67% |
$552K - $594K
|
6.29K
$1.14M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.05KNew |
$534K - $575K
|
4.05K
$733K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4K+ 65.75% |
$526K - $566K
|
10.1K
$1.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.98K+ 32.57% |
$524K - $564K
|
16.2K
$2.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.78K+ 0.33% |
$497K - $535K
|
1.13M
$205M
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
3.74K+ 69.28% |
$493K - $531K
|
9.15K
$1.65M
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
3.74K+ 87.47% |
$493K - $530K
|
8.02K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.67K+ 61.15% |
$484K - $521K
|
9.68K
$1.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.63K+ 8.5% |
$478K - $515K
|
46.4K
$8.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.63KNew |
$478K - $514K
|
3.63K
$656K
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.63K+ 36.39% |
$478K - $514K
|
13.6K
$2.46M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.52KNew |
$464K - $499K
|
3.52K
$637K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.51K+ 6.13% |
$462K - $497K
|
60.7K
$11M
|
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.45K+ 4.14% |
$454K - $489K
|
86.7K
$15.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
3.42K+ 7597.78% |
$450K - $485K
|
3.46K
$626K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.41K+ 5.08% |
$449K - $483K
|
70.4K
$12.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.37K+ 3.07% |
$444K - $478K
|
113K
$20.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.36K+ 8.2% |
$443K - $476K
|
44.3K
$8.02M
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.35K+ 2.26% |
$441K - $475K
|
152K
$27.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.26K+ 4.09% |
$429K - $462K
|
82.9K
$15M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
3KNew |
$395K - $425K
|
3K
$542K
|
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.99K+ 31.19% |
$393K - $423K
|
12.6K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.97KNew |
$392K - $422K
|
2.97K
$538K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.97K+ 2.18% |
$391K - $421K
|
139K
$25.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.96K+ 128.81% |
$390K - $420K
|
5.26K
$951K
|