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
|
Jacobi Capital Management LLC
|
BUY
|
- |
565+ 36.45% |
$74.4K - $80.1K
|
2.12K
$363K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
558+ 3.39% |
$73.5K - $79.1K
|
17K
$2.92M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
552+ 6.33% |
$72.7K - $78.3K
|
9.27K
$1.59M
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
550+ 16.55% |
$72.5K - $78K
|
3.87K
$665K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
525+ 8.57% |
$69.2K - $74.4K
|
6.65K
$1.14M
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
524+ 26.36% |
$69K - $74.3K
|
2.51K
$431K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
496+ 81.05% |
$65.3K - $70.3K
|
1.11K
$190K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
479+ 4.89% |
$63.1K - $67.9K
|
10.3K
$1.76M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
460+ 3.84% |
$60.6K - $65.2K
|
12.4K
$2.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
446+ 23.06% |
$58.8K - $63.2K
|
2.38K
$408K
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
432+ 25.06% |
$56.9K - $61.2K
|
2.16K
$370K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
405+ 21.77% |
$53.4K - $57.4K
|
2.27K
$389K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
394+ 20.59% |
$51.9K - $55.9K
|
2.31K
$396K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
388New |
$51.1K - $55K
|
388
$66.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
385+ 1.64% |
$50.7K - $54.6K
|
23.9K
$4.1M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
376+ 5.65% |
$49.5K - $53.3K
|
7.03K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
375+ 22.64% |
$49.4K - $53.2K
|
2.03K
$349K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
368+ 7.46% |
$48.5K - $52.2K
|
5.3K
$909K
|
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
362+ 0.84% |
$47.7K - $51.3K
|
43.3K
$7.43M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
354+ 5.54% |
$46.6K - $50.2K
|
6.74K
$1.16M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
348New |
$45.8K - $49.3K
|
348
$59.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
331New |
$43.6K - $46.9K
|
331
$56.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
329+ 21.32% |
$43.3K - $46.6K
|
1.87K
$321K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
329+ 15.59% |
$43.3K - $46.6K
|
2.44K
$419K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
327+ 8.5% |
$43.1K - $46.4K
|
4.17K
$716K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
318New |
$41.9K - $45.1K
|
318
$54.6K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
303+ 5.86% |
$39.9K - $43K
|
5.47K
$939K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
300New |
$39.5K - $42.5K
|
300
$51.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
296+ 0.12% |
$39K - $42K
|
241K
$41.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
295+ 368.75% |
$38.9K - $41.8K
|
375
$64.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
286+ 37.05% |
$37.7K - $40.5K
|
1.06K
$182K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
284+ 1.73% |
$37.4K - $40.3K
|
16.7K
$2.87M
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
283+ 0.37% |
$37.3K - $40.1K
|
76.1K
$13.1M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
274+ 548.0% |
$36.1K - $38.8K
|
324
$55.6K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
268+ 6.72% |
$35.3K - $38K
|
4.26K
$730K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
268+ 6.72% |
$35.3K - $38K
|
4.26K
$730K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
265+ 1.6% |
$34.9K - $37.6K
|
16.8K
$2.88M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
264+ 1.01% |
$34.8K - $37.4K
|
26.3K
$4.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
250+ 2.45% |
$32.9K - $35.4K
|
10.5K
$1.8M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
247+ 13.02% |
$32.5K - $35K
|
2.14K
$368K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
246+ 0.61% |
$32.4K - $34.9K
|
40.3K
$6.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
241New |
$31.7K - $34.2K
|
241
$41.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
237+ 1.42% |
$31.2K - $33.6K
|
16.9K
$2.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
225+ 6.49% |
$29.6K - $31.9K
|
3.69K
$634K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
207+ 0.92% |
$27.3K - $29.3K
|
22.8K
$3.91M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$26.3K - $28.4K
|
200
$34.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
200+ 3.28% |
$26.3K - $28.4K
|
6.29K
$1.08M
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
176+ 6.63% |
$23.2K - $25K
|
2.83K
$486K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
171+ 7.61% |
$22.5K - $24.2K
|
2.42K
$415K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
169New |
$22.3K - $24K
|
169
$29K
|