Purchases and Sales Made in Q4 2021 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
800K+ 122.13% |
$105M - $117M
|
1.45M
$263M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
799K+ 308.56% |
$105M - $117M
|
1.06M
$191M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
570K+ 276.1% |
$74.6M - $83.4M
|
776K
$140M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
565K+ 19751.71% |
$73.9M - $82.6M
|
568K
$103M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
400KNew |
$52.3M - $58.5M
|
400K
$72.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
328K+ 6.4% |
$43M - $48.1M
|
5.46M
$987M
|
|
|
Mar 01, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
326KNew |
$42.6M - $47.7M
|
326K
$58.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
265KNew |
$34.7M - $38.7M
|
265K
$47.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
258KNew |
$33.8M - $37.8M
|
258K
$46.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
256K+ 427.79% |
$33.6M - $37.5M
|
316K
$57.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 2.11% |
$24.6M - $27.5M
|
9.08M
$1.64B
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
171KNew |
$22.3M - $25M
|
171K
$30.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
170K+ 4.84% |
$22.3M - $24.9M
|
3.69M
$667M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
168K+ 36.85% |
$22M - $24.6M
|
623K
$113M
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
164KNew |
$21.4M - $24M
|
164K
$29.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
161K+ 448.57% |
$21.1M - $23.6M
|
197K
$35.6M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
160KNew |
$21M - $23.4M
|
160K
$29M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
157KNew |
$20.5M - $22.9M
|
157K
$28.3M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
144K+ 11081.26% |
$18.9M - $21.1M
|
146K
$26.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
141KNew |
$18.4M - $20.6M
|
141K
$25.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
133K+ 23.01% |
$17.4M - $19.4M
|
711K
$129M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
128KNew |
$16.7M - $18.7M
|
128K
$23.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
124K+ 98.22% |
$16.3M - $18.2M
|
251K
$45.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
108K+ 16.88% |
$14.2M - $15.9M
|
751K
$136M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104K+ 0.89% |
$13.6M - $15.2M
|
11.7M
$2.12B
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
102K+ 606.8% |
$13.3M - $14.9M
|
119K
$21.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.4K+ 7.65% |
$13M - $14.5M
|
1.4M
$253M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
85.8K+ 27.55% |
$11.2M - $12.6M
|
397K
$71.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
79.2K+ 14.26% |
$10.4M - $11.6M
|
634K
$115M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
78.9KNew |
$10.3M - $11.5M
|
78.9K
$14.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
77K+ 100.48% |
$10.1M - $11.3M
|
154K
$27.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
76.5KNew |
$10M - $11.2M
|
76.5K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
74.8K+ 2.33% |
$9.79M - $10.9M
|
3.29M
$594M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
71.7KNew |
$9.38M - $10.5M
|
71.7K
$13M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
69.3KNew |
$9.07M - $10.1M
|
69.3K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.9K+ 2.14% |
$9.02M - $10.1M
|
3.28M
$594M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67K+ 9.97% |
$8.77M - $9.81M
|
739K
$134M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
66.3KNew |
$8.67M - $9.69M
|
66.3K
$12M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.9K+ 1.38% |
$8.49M - $9.49M
|
4.77M
$863M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
58.8K+ 202.21% |
$7.69M - $8.6M
|
87.8K
$15.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
56.1KNew |
$7.34M - $8.2M
|
56.1K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.7K+ 8.88% |
$6.9M - $7.71M
|
646K
$117M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51.8KNew |
$6.78M - $7.58M
|
51.8K
$9.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
50.2K+ 309.88% |
$6.57M - $7.34M
|
66.4K
$12M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
49.2KNew |
$6.43M - $7.19M
|
49.2K
$8.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
48.5K+ 8.11% |
$6.35M - $7.1M
|
647K
$117M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.4K+ 29.33% |
$6.21M - $6.94M
|
209K
$37.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
47.3KNew |
$6.19M - $6.92M
|
47.3K
$8.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
44.6K+ 111.1% |
$5.84M - $6.53M
|
84.8K
$15.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
42.3KNew |
$5.54M - $6.19M
|
42.3K
$7.65M
|