Purchases and Sales Made in Q3 2022 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 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 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.3K
+ 6.66%
$135K - $165K
20.8K $3.82M
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1.3K
+ 4.18%
$135K - $164K
32.3K $5.92M
Nov 07, 2022 Q3 2022
Caprock Group, Inc.

BUY
 -
1.27K
+ 3.6%
$132K - $161K
36.6K $6.71M
Nov 01, 2022 Q3 2022
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
1.21K
+ 65.48%
$126K - $154K
3.07K $563K
Nov 02, 2022 Q3 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
1.19K
+ 9.56%
$124K - $151K
13.7K $2.51M
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.19K
+ 4.45%
$124K - $151K
28K $5.13M
Nov 08, 2022 Q3 2022
Van Hulzen Asset Management, LLC

BUY
 -
1.17K
+ 1.25%
$121K - $148K
94.6K $17.3M
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
1.15K
+ 55.6%
$119K - $145K
3.21K $588K
Oct 27, 2022 Q3 2022
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
1.08K
+ 10.48%
$112K - $136K
11.3K $2.08M
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.08K
+ 3.97%
$112K - $136K
28.2K $5.17M
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
1.06K
+ 15.01%
$111K - $135K
8.15K $1.5M
Oct 26, 2022 Q3 2022
Parsons Capital Management Inc

BUY
 -
1.05K
+ 39.82%
$109K - $133K
3.69K $676K
Nov 15, 2022 Q3 2022
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
1.05K
+ 5.16%
$109K - $133K
21.4K $3.92M
Feb 03, 2023 Q3 2022
Foster Dykema Cabot & CO Inc

BUY
 -
1.05K
+ 39.44%
$109K - $132K
3.7K $678K
Oct 14, 2022 Q3 2022
Flagship Private Wealth, LLC

BUY
 -
1.03K
+ 11.38%
$107K - $131K
10.1K $1.85M
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
1.02K
+ 2.38%
$106K - $129K
43.7K $8.01M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
1.01K
+ 6.95%
$104K - $127K
15.5K $2.84M
Nov 10, 2022 Q3 2022
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
1K
+ 50.0%
$104K - $126K
3K $550K
Nov 07, 2022 Q3 2022
Quantbot Technologies LP

New York, NY
BUY
 -
993
New
$103K - $126K
993 $182K
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

BUY
 -
990
+ 29.16%
$103K - $125K
4.39K $804K
Nov 14, 2022 Q3 2022
Hennion & Walsh Asset Management, Inc.

BUY
 -
903
+ 0.73%
$93.9K - $114K
125K $23M
Nov 07, 2022 Q3 2022
Arrow Financial Corp

BUY
 -
886
New
$92.1K - $112K
886 $162K
Oct 13, 2022 Q3 2022
Activest Wealth Management

BUY
 -
880
New
$91.5K - $111K
880 $161K
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
879
+ 7.71%
$91.4K - $111K
12.3K $2.25M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
877
+ 1.95%
$91.2K - $111K
45.8K $8.4M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
877
+ 1.95%
$91.2K - $111K
45.8K $8.4M
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
868
+ 1.57%
$90.2K - $110K
56.3K $10.3M
Nov 07, 2022 Q3 2022
Tevis Investment Management

BUY
 -
857
+ 102.02%
$89.1K - $108K
1.7K $311K
Oct 31, 2022 Q3 2022
Valeo Financial Advisors, LLC

BUY
 -
856
+ 29.0%
$89K - $108K
3.81K $698K
Oct 13, 2022 Q3 2022
Rvw Wealth, LLC

BUY
 -
843
+ 0.3%
$87.6K - $107K
279K $51.1M
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
829
+ 131.59%
$86.2K - $105K
1.46K $268K
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
821
+ 9.53%
$85.3K - $104K
9.43K $1.73M
Oct 18, 2022 Q3 2022
Norway Savings Bank

BUY
 -
762
+ 4.01%
$79.2K - $96.4K
19.8K $3.62M
Nov 14, 2022 Q3 2022
Hsbc Holdings PLC

London, X0
BUY
 -
748
+ 0.47%
$77.7K - $94.6K
159K $29.1M
Oct 13, 2022 Q3 2022
Arq Wealth Advisors, LLC

BUY
 -
737
+ 0.85%
$76.6K - $93.2K
87.7K $16.1M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
715
+ 2.87%
$74.3K - $90.4K
25.6K $4.7M
Nov 04, 2022 Q3 2022
Pillar Wealth Advisors, LLC

BUY
 -
706
+ 0.99%
$73.4K - $89.3K
71.8K $13.2M
Oct 31, 2022 Q3 2022
Wolff Financial Management LLC

BUY
 -
687
+ 3.08%
$71.4K - $86.9K
23K $4.22M
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
681
+ 11.26%
$70.8K - $86.1K
6.73K $1.23M
Nov 10, 2022 Q3 2022
Investors Research Corp

BUY
 -
638
+ 23.81%
$66.3K - $80.7K
3.32K $608K
Nov 09, 2022 Q3 2022
Performa LTD (Us), LLC

BUY
 -
594
+ 1.7%
$61.7K - $75.1K
35.6K $6.53M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
591
+ 3.56%
$61.4K - $74.7K
17.2K $3.15M
Oct 14, 2022 Q3 2022
Well Done, LLC

BUY
 -
582
+ 0.17%
$60.5K - $73.6K
344K $63.1M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
557
+ 7.02%
$57.9K - $70.4K
8.49K $1.56M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
547
+ 21.37%
$56.9K - $69.2K
3.11K $570K
Nov 14, 2022 Q3 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
545
+ 3.67%
$56.6K - $68.9K
15.4K $2.82M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
538
+ 3.74%
$55.9K - $68K
14.9K $2.74M
Aug 07, 2024 Q3 2022
Abound Wealth Management

Franklin, TN
BUY
 -
537
+ 756.34%
$55.8K - $67.9K
608 $111K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

BUY
 -
523
+ 2.48%
$54.4K - $66.1K
21.6K $3.97M

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