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 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-110- 1.7% |
$11.4K - $13.9K
|
6.35K
$1.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-110- 1.77% |
$11.4K - $13.9K
|
6.09K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-111- 3.4% |
$11.5K - $14K
|
3.15K
$576K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-112- 0.4% |
$11.6K - $14.2K
|
27.8K
$5.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-114- 3.86% |
$11.8K - $14.4K
|
2.84K
$519K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-116- 0.82% |
$12.1K - $14.7K
|
14K
$2.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-117- 2.21% |
$12.2K - $14.8K
|
5.18K
$945K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-119Closed |
$12.4K - $15.1K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-120- 1.46% |
$12.5K - $15.2K
|
8.07K
$1.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-125- 1.02% |
$13K - $15.8K
|
12.2K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-128- 2.28% |
$13.3K - $16.2K
|
5.48K
$1M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-132- 1.84% |
$13.7K - $16.7K
|
7.05K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-134- 0.79% |
$13.9K - $16.9K
|
16.8K
$3.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-136- 1.26% |
$14.1K - $17.2K
|
10.7K
$1.95M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-137- 19.08% |
$14.2K - $17.3K
|
581
$106K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-140- 3.37% |
$14.6K - $17.7K
|
4.01K
$733K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-143- 3.32% |
$14.9K - $18.1K
|
4.16K
$760K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-148- 2.33% |
$15.4K - $18.7K
|
6.2K
$1.13M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-150- 42.37% |
$15.6K - $19K
|
204
$37.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-154- 3.92% |
$16K - $19.5K
|
3.78K
$690K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-158- 1.65% |
$16.4K - $20K
|
9.43K
$1.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-162- 0.73% |
$16.8K - $20.5K
|
22.1K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-166- 11.95% |
$17.3K - $21K
|
1.22K
$223K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-170- 4.1% |
$17.7K - $21.5K
|
3.98K
$727K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-179- 51.44% |
$18.6K - $22.6K
|
169
$30.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-199- 2.12% |
$20.7K - $25.2K
|
9.2K
$1.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-200- 5.36% |
$20.8K - $25.3K
|
3.53K
$645K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-200- 4.66% |
$20.8K - $25.3K
|
4.09K
$747K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-213Closed |
$22.1K - $26.9K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-215- 1.02% |
$22.3K - $27.2K
|
20.8K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-220- 34.98% |
$22.9K - $27.8K
|
409
$74.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-230- 5.91% |
$23.9K - $29.1K
|
3.66K
$669K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-233- 5.55% |
$24.2K - $29.5K
|
3.97K
$725K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-252- 52.07% |
$26.2K - $31.9K
|
232
$42.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-267- 13.57% |
$27.8K - $33.8K
|
1.7K
$311K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-267- 5.14% |
$27.8K - $33.8K
|
4.92K
$899K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-270- 2.24% |
$28.1K - $34.1K
|
11.8K
$2.16M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-274- 4.11% |
$28.5K - $34.7K
|
6.4K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-288- 72.18% |
$29.9K - $36.4K
|
111
$20.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-289- 6.57% |
$30K - $36.6K
|
4.11K
$751K
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-296- 4.75% |
$30.8K - $37.4K
|
5.94K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-309- 3.53% |
$32.1K - $39.1K
|
8.44K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-309- 22.69% |
$32.1K - $39.1K
|
1.05K
$192K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-315- 65.08% |
$32.7K - $39.8K
|
169
$30.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-320- 6.76% |
$33.3K - $40.5K
|
4.42K
$807K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-333- 12.37% |
$34.6K - $42.1K
|
2.36K
$431K
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-335- 0.25% |
$34.8K - $42.4K
|
131K
$24M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-335- 4.72% |
$34.8K - $42.4K
|
6.77K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-341- 1.0% |
$35.4K - $43.1K
|
33.9K
$6.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-342- 1.99% |
$35.5K - $43.3K
|
16.9K
$3.08M
|