Purchases and Sales Made in Q3 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 2022. 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 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-912- 0.5% |
$94.8K - $115K
|
181K
$33.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-928- 7.56% |
$96.5K - $117K
|
11.3K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-959- 1.63% |
$99.7K - $121K
|
57.9K
$10.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-966- 5.17% |
$100K - $122K
|
17.7K
$3.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-983- 2.26% |
$102K - $124K
|
42.6K
$7.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 10.85% |
$109K - $133K
|
8.62K
$1.58M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.06K- 0.55% |
$111K - $135K
|
191K
$34.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.08K- 29.11% |
$112K - $136K
|
2.63K
$480K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.09K- 0.42% |
$113K - $138K
|
259K
$47.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.1K- 0.56% |
$114K - $139K
|
196K
$35.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.17K- 3.86% |
$121K - $148K
|
29K
$5.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.18K- 2.27% |
$122K - $149K
|
50.7K
$9.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 20.94% |
$123K - $150K
|
4.47K
$817K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.22K- 4.76% |
$126K - $154K
|
24.3K
$4.44M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.23K- 11.63% |
$127K - $155K
|
9.31K
$1.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.25K- 3.93% |
$130K - $158K
|
30.5K
$5.57M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.28K- 13.12% |
$133K - $162K
|
8.5K
$1.55M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.33K- 12.99% |
$138K - $168K
|
8.88K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.33K- 6.27% |
$138K - $168K
|
19.9K
$3.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.34K- 1.24% |
$139K - $169K
|
107K
$19.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.35K- 10.32% |
$141K - $171K
|
11.8K
$2.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.37K- 10.51% |
$142K - $173K
|
11.7K
$2.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.37K- 52.83% |
$142K - $173K
|
1.22K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.39K- 14.34% |
$144K - $175K
|
8.28K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.39K- 30.01% |
$145K - $176K
|
3.25K
$593K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.51K- 23.76% |
$157K - $191K
|
4.84K
$884K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.52K- 18.23% |
$158K - $192K
|
6.82K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.53KClosed |
$159K - $194K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.56K- 23.24% |
$162K - $198K
|
5.16K
$943K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.57K- 39.55% |
$163K - $198K
|
2.39K
$437K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.57K- 26.28% |
$163K - $198K
|
4.39K
$802K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.58K- 4.99% |
$164K - $200K
|
30.1K
$5.49M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.58K- 44.71% |
$164K - $200K
|
1.96K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.62K- 1.96% |
$168K - $205K
|
80.9K
$14.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.63K- 4.94% |
$169K - $206K
|
31.4K
$5.73M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.64K- 56.95% |
$171K - $208K
|
1.24K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.66K- 8.6% |
$173K - $210K
|
17.7K
$3.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-1.69K- 3.94% |
$176K - $214K
|
41.2K
$7.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 7.32% |
$177K - $216K
|
21.6K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.76K- 9.93% |
$182K - $222K
|
15.9K
$2.91M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-1.79K- 98.73% |
$186K - $226K
|
23
$4.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.85K- 1.64% |
$192K - $234K
|
111K
$20.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.94K- 6.42% |
$202K - $246K
|
28.3K
$5.17M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2K- 87.61% |
$208K - $253K
|
283
$51.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2K- 24.34% |
$208K - $253K
|
6.23K
$1.14M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 50.95% |
$214K - $260K
|
1.98K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-2.16K- 6.1% |
$225K - $273K
|
33.3K
$6.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.18K- 41.56% |
$227K - $276K
|
3.07K
$561K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.2K- 6.53% |
$229K - $279K
|
31.5K
$5.76M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.38K- 53.76% |
$247K - $301K
|
2.05K
$374K
|