Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
20.4K+ 276.82% |
$2.67M - $2.86M
|
27.8K
$5.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
20.1K+ 198.23% |
$2.62M - $2.81M
|
30.2K
$5.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 35.16% |
$2.44M - $2.61M
|
71.7K
$13M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.5K+ 3.24% |
$2.42M - $2.6M
|
590K
$107M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.2K+ 105.14% |
$2.25M - $2.41M
|
33.6K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16.4K+ 3.97% |
$2.14M - $2.29M
|
428K
$77.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16K+ 301.22% |
$2.09M - $2.24M
|
21.3K
$3.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15.5K+ 4.2% |
$2.03M - $2.17M
|
385K
$69.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
15.4K+ 20.77% |
$2.02M - $2.16M
|
89.8K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.3K+ 20.42% |
$2M - $2.14M
|
90.1K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
15.2KNew |
$1.98M - $2.12M
|
15.2K
$2.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
15K+ 36.6% |
$1.96M - $2.1M
|
56K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15K+ 67.21% |
$1.96M - $2.1M
|
37.3K
$6.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
14.8K+ 19.9% |
$1.94M - $2.08M
|
89.3K
$16.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.89M - $2.02M
|
14.4K
$2.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
14.3K+ 80.9% |
$1.87M - $2M
|
31.9K
$5.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.2K+ 5.47% |
$1.86M - $1.99M
|
274K
$49.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.1K+ 4.91% |
$1.84M - $1.97M
|
301K
$54.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
14K+ 0.96% |
$1.83M - $1.96M
|
1.47M
$267M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 23.6% |
$1.71M - $1.83M
|
68.6K
$12.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
12.6K+ 10.44% |
$1.65M - $1.76M
|
133K
$24.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12.4K+ 3.4% |
$1.62M - $1.73M
|
376K
$68M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.4K+ 11.25% |
$1.62M - $1.73M
|
122K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
12.3K+ 27.49% |
$1.6M - $1.72M
|
56.9K
$10.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
12.3K+ 10.63% |
$1.6M - $1.72M
|
128K
$23.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12.2KNew |
$1.6M - $1.71M
|
12.2K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.8K+ 39.24% |
$1.54M - $1.65M
|
41.9K
$7.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
11.6KNew |
$1.52M - $1.63M
|
11.6K
$2.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.3K+ 7.23% |
$1.47M - $1.58M
|
167K
$30.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10.9K+ 3.73% |
$1.43M - $1.53M
|
303K
$54.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.9K+ 99.24% |
$1.42M - $1.52M
|
21.8K
$3.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
10.8K+ 14.61% |
$1.41M - $1.51M
|
84.8K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$1.39M - $1.49M
|
10.6K
$1.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
10.6K+ 7.79% |
$1.39M - $1.49M
|
147K
$26.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.4K+ 903.2% |
$1.36M - $1.46M
|
11.6K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.2K+ 366.07% |
$1.33M - $1.42M
|
13K
$2.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
9.86K+ 54.98% |
$1.29M - $1.38M
|
27.8K
$5.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
9.65K+ 13.59% |
$1.26M - $1.35M
|
80.7K
$14.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
9.17K+ 18.32% |
$1.2M - $1.28M
|
59.2K
$10.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.14K+ 1.23% |
$1.2M - $1.28M
|
751K
$136M
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
BUY
|
- |
9.09K+ 37.61% |
$1.19M - $1.27M
|
33.3K
$6.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.86K+ 2.08% |
$1.16M - $1.24M
|
435K
$78.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
8.54K+ 11.07% |
$1.12M - $1.19M
|
85.6K
$15.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
8.46KNew |
$1.11M - $1.18M
|
8.46K
$1.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.98K+ 9.68% |
$1.04M - $1.12M
|
90.5K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.94KNew |
$1.04M - $1.11M
|
7.94K
$1.44M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.45K+ 716.84% |
$974K - $1.04M
|
8.49K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.32KNew |
$958K - $1.03M
|
7.32K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.94K+ 53.2% |
$908K - $971K
|
20K
$3.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.87KNew |
$899K - $962K
|
6.87K
$1.24M
|