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
Oct 11, 2023 Q3 2023
Acropolis Investment Management, LLC

BUY
 -
800
New
$105K - $112K
800 $146K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
775
+ 24.16%
$101K - $108K
3.98K $728K
Oct 10, 2023 Q3 2023
Elk River Wealth Management, LLC

BUY
 -
749
+ 1.04%
$97.9K - $105K
72.9K $13.3M
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
734
+ 0.11%
$96K - $103K
696K $127M
Nov 13, 2023 Q3 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
730
+ 2.15%
$95.5K - $102K
34.7K $6.34M
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
729
+ 31.85%
$95.3K - $102K
3.02K $551K
Oct 30, 2023 Q3 2023
Cfo4 Life Group, LLC

BUY
 -
704
+ 0.42%
$92.1K - $98.5K
170K $31M
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
697
+ 77.88%
$91.1K - $97.6K
1.59K $291K
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
632
+ 5.23%
$82.6K - $88.5K
12.7K $2.32M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
622
+ 96.14%
$81.3K - $87.1K
1.27K $232K
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
610
+ 4.08%
$79.8K - $85.4K
15.6K $2.85M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
595
+ 13.28%
$77.8K - $83.3K
5.07K $927K
Nov 08, 2023 Q3 2023
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
591
+ 57.16%
$77.3K - $82.7K
1.63K $297K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
583
+ 30.25%
$76.2K - $81.6K
2.51K $459K
Nov 09, 2023 Q3 2023
Prudential PLC

London, England, X0
BUY
 -
579
+ 12.1%
$75.7K - $81K
5.37K $980K
Oct 16, 2023 Q3 2023
Caliber Wealth Management, LLC

BUY
 -
575
+ 0.61%
$75.2K - $80.5K
94.8K $17.3M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
538
+ 1.35%
$70.4K - $75.3K
40.3K $7.37M
Oct 12, 2023 Q3 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
525
+ 21.75%
$68.7K - $73.5K
2.94K $537K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
517
+ 4.46%
$67.6K - $72.4K
12.1K $2.21M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
513
+ 6.31%
$67.1K - $71.8K
8.65K $1.58M
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
512
+ 26.49%
$67K - $71.7K
2.45K $447K
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
510
+ 1.5%
$66.7K - $71.4K
34.4K $6.29M
Oct 10, 2023 Q3 2023
Wade Financial Advisory, Inc

BUY
 -
503
+ 0.52%
$65.8K - $70.4K
96.8K $17.7M
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
500
+ 7.85%
$65.4K - $70K
6.87K $1.25M
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
500
+ 3.43%
$65.4K - $70K
15.1K $2.75M
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
500
+ 7.69%
$65.4K - $70K
7.01K $1.28M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
497
+ 0.26%
$65K - $69.6K
195K $35.6M
Oct 30, 2023 Q3 2023
Helen Stephens Group, LLC

BUY
 -
477
+ 0.32%
$62.4K - $66.8K
152K $27.7M
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
455
+ 67.71%
$59.5K - $63.7K
1.13K $206K
Nov 14, 2023 Q3 2023
Brandywine Oak Private Wealth LLC

BUY
 -
454
+ 6.5%
$59.4K - $63.5K
7.44K $1.36M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
451
+ 2.69%
$59K - $63.1K
17.2K $3.15M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
435
New
$56.9K - $60.9K
435 $79.5K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
418
+ 9.38%
$54.7K - $58.5K
4.87K $890K
Oct 23, 2023 Q3 2023
Norway Savings Bank

BUY
 -
413
+ 2.05%
$54K - $57.8K
20.6K $3.76M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
401
+ 11.55%
$52.4K - $56.1K
3.87K $708K
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
398
+ 1.0%
$52K - $55.7K
40K $7.32M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
398
+ 155.47%
$52K - $55.7K
654 $119K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
373
+ 2.56%
$48.8K - $52.2K
14.9K $2.73M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
359
+ 3.3%
$46.9K - $50.2K
11.2K $2.05M
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
359
+ 10.3%
$46.9K - $50.2K
3.84K $702K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
354
+ 6.0%
$46.3K - $49.5K
6.25K $1.14M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
334
+ 10.95%
$43.7K - $46.7K
3.39K $618K
Oct 19, 2023 Q3 2023
Ballast Advisors LLC

BUY
 -
329
New
$43K - $46.1K
329 $60.1K
Nov 02, 2023 Q3 2023
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
329
+ 1.75%
$43K - $46.1K
19.2K $3.5M
Nov 19, 2024 Q3 2023
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
327
+ 1.56%
$42.8K - $45.8K
21.2K $3.88M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
326
+ 1.72%
$42.6K - $45.6K
19.3K $3.52M
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
324
+ 7.03%
$42.4K - $45.4K
4.93K $901K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
323
+ 13.77%
$42.2K - $45.2K
2.67K $487K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
306
New
$40K - $42.8K
306 $55.9K

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