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 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 12.54% |
$177K - $191K
|
12.1K
$2.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.29K+ 8.47% |
$170K - $183K
|
16.6K
$3M
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.28K+ 8.91% |
$169K - $182K
|
15.7K
$2.83M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.27K+ 5.16% |
$167K - $180K
|
25.9K
$4.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 79.09% |
$166K - $179K
|
2.86K
$517K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23K+ 7.47% |
$162K - $174K
|
17.7K
$3.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
1.22KNew |
$161K - $173K
|
1.22K
$221K
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.21K+ 4.34% |
$159K - $171K
|
29.1K
$5.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.19KNew |
$157K - $169K
|
1.19K
$216K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
1.18K+ 9.11% |
$156K - $167K
|
14.1K
$2.56M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.15K+ 3.32% |
$151K - $162K
|
35.6K
$6.44M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.09K+ 9.09% |
$143K - $154K
|
13.1K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.07K+ 24.03% |
$141K - $152K
|
5.54K
$1M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.06K+ 656.79% |
$140K - $151K
|
1.23K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.06K+ 1.29% |
$140K - $150K
|
83.4K
$15.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.05K+ 61.88% |
$138K - $148K
|
2.74K
$495K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.02K+ 81.01% |
$135K - $145K
|
2.29K
$414K
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
973+ 1.28% |
$128K - $138K
|
76.8K
$13.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
960+ 19.4% |
$126K - $136K
|
5.91K
$1.07M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
960+ 2.03% |
$126K - $136K
|
48.3K
$8.74M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
928+ 1.2% |
$122K - $132K
|
78.5K
$14.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
926+ 4.28% |
$122K - $131K
|
22.6K
$4.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
911+ 1.88% |
$120K - $129K
|
49.3K
$8.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
892+ 3.47% |
$118K - $126K
|
26.6K
$4.81M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
891+ 4.12% |
$117K - $126K
|
22.5K
$4.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
885+ 1229.17% |
$117K - $125K
|
957
$173K
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
876+ 29.29% |
$115K - $124K
|
3.87K
$699K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
876+ 53.58% |
$115K - $124K
|
2.51K
$454K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
865+ 5.72% |
$114K - $123K
|
16K
$2.89M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
863+ 4.27% |
$114K - $122K
|
21.1K
$3.81M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
850+ 702.48% |
$112K - $121K
|
971
$176K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
828+ 25.05% |
$109K - $117K
|
4.13K
$747K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
808+ 28.17% |
$106K - $115K
|
3.68K
$665K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
801New |
$106K - $114K
|
801
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
799+ 5707.14% |
$105K - $113K
|
813
$147K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
778New |
$102K - $110K
|
778
$141K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
749+ 0.91% |
$98.7K - $106K
|
82.8K
$15M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
745+ 203.55% |
$98.1K - $106K
|
1.11K
$201K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
739+ 293.25% |
$97.3K - $105K
|
991
$179K
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
729+ 24.08% |
$96K - $103K
|
3.76K
$679K
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
727+ 14.87% |
$95.8K - $103K
|
5.62K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
727+ 17.33% |
$95.8K - $103K
|
4.92K
$890K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
695+ 1.59% |
$91.6K - $98.5K
|
44.5K
$8.05M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
694+ 20.73% |
$91.4K - $98.4K
|
4.04K
$731K
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
660+ 15.04% |
$86.9K - $93.6K
|
5.05K
$913K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
648+ 1.14% |
$85.4K - $91.9K
|
57.5K
$10.4M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
647+ 23.76% |
$85.2K - $91.7K
|
3.37K
$609K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
623+ 31.83% |
$82.1K - $88.3K
|
2.58K
$467K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
604+ 65.02% |
$79.6K - $85.6K
|
1.53K
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
565+ 36.45% |
$74.4K - $80.1K
|
2.12K
$383K
|