Purchases and Sales Made in Q3 2023 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 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
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
6.75K
+ 42.86%
$882K - $944K
22.5K $3.9M
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
6.49K
+ 34.35%
$849K - $909K
25.4K $4.4M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
6.38K
+ 35.76%
$834K - $892K
24.2K $4.2M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
6.13K
+ 11.84%
$801K - $858K
57.9K $10M
Nov 08, 2023 Q3 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
5.9K
New
$772K - $826K
5.9K $1.02M
Nov 07, 2023 Q3 2023
Fort Washington Investment Advisors Inc

BUY
 -
5.87K
+ 4.62%
$768K - $822K
133K $23.1M
Feb 04, 2025 Q3 2023
Eq LLC

Mercer Island, WA
BUY
 -
5.66K
+ 9.71%
$741K - $793K
64K $11.1M
Oct 24, 2023 Q3 2023
Patton Albertson Miller Group, LLC

BUY
 -
5.63K
New
$737K - $788K
5.63K $977K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
5.62K
+ 91.24%
$735K - $787K
11.8K $2.04M
Nov 13, 2023 Q3 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
5.58K
+ 7.44%
$729K - $781K
80.6K $14M
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
5.15K
+ 14.5%
$674K - $721K
40.7K $7.06M
Oct 10, 2023 Q3 2023
Symmetry Partners, LLC

BUY
 -
5.15K
+ 2.0%
$673K - $721K
262K $45.5M
Oct 10, 2023 Q3 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
5.07K
+ 1.5%
$663K - $710K
342K $59.3M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
5.05K
+ 12.3%
$660K - $706K
46.1K $7.99M
Oct 25, 2023 Q3 2023
Crown Wealth Group, LLC

BUY
 -
4.96K
+ 10.18%
$649K - $695K
53.7K $9.31M
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

BUY
 -
4.84K
+ 4.18%
$632K - $677K
121K $20.9M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
4.81K
+ 5.35%
$628K - $673K
94.6K $16.4M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
4.54K
+ 36.17%
$593K - $635K
17.1K $2.96M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
4.5K
+ 21.54%
$588K - $629K
25.4K $4.4M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.44K
+ 8.87%
$580K - $621K
54.5K $9.44M
Nov 15, 2023 Q3 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
4.43K
New
$579K - $620K
4.43K $768K
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
4.38K
+ 3.34%
$573K - $614K
136K $23.5M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.38K
+ 8.24%
$573K - $613K
57.6K $9.98M
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
4.35K
New
$568K - $608K
4.35K $754K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
4.32K
New
$565K - $605K
4.32K $749K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
4.32K
New
$565K - $605K
4.32K $749K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
4.28K
+ 5.36%
$560K - $599K
84.1K $14.6M
Oct 20, 2023 Q3 2023
Highview Capital Management LLC

BUY
 -
4.18K
+ 22.65%
$546K - $585K
22.6K $3.92M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
4.15K
New
$542K - $581K
4.15K $719K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
4.01K
+ 0.86%
$524K - $561K
468K $81.1M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
4K
+ 30.56%
$523K - $560K
17.1K $2.96M
Oct 10, 2023 Q3 2023
Wj Wealth Management, LLC

BUY
 -
3.87K
+ 3.15%
$506K - $542K
127K $22M
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
3.67K
+ 1.81%
$479K - $513K
206K $35.7M
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
3.63K
+ 1.78%
$475K - $509K
208K $36.1M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
3.53K
+ 222.5%
$462K - $494K
5.12K $887K
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
3.53K
+ 1.89%
$461K - $494K
190K $32.9M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
3.52K
+ 16.42%
$461K - $493K
25K $4.33M
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
3.32K
New
$435K - $465K
3.32K $576K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
3.32K
+ 19.63%
$434K - $464K
20.2K $3.51M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
3.29K
+ 125.4%
$430K - $460K
5.91K $1.02M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
3.23K
+ 2.99%
$423K - $452K
111K $19.3M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
3.22K
New
$421K - $451K
3.22K $559K
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
3.22K
+ 9.61%
$421K - $450K
36.7K $6.36M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
3.19K
+ 1.28%
$418K - $447K
253K $43.8M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
3.16K
+ 6.0%
$414K - $443K
55.9K $9.69M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
3.13K
+ 3.5%
$410K - $439K
92.7K $16.1M
Nov 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
3.07K
New
$401K - $430K
3.07K $532K
Nov 14, 2023 Q3 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
3.03K
+ 10.41%
$396K - $424K
32.1K $5.57M
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
2.97K
+ 20.53%
$388K - $415K
17.4K $3.02M

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