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 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.25K- 4.18% |
$556K - $622K
|
97.4K
$17.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-4.48K- 11.11% |
$586K - $655K
|
35.8K
$6.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.06K- 40.58% |
$662K - $740K
|
7.4K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-5.26K- 52.17% |
$688K - $769K
|
4.82K
$881K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.05KClosed |
$791K - $884K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-6.37KClosed |
$834K - $932K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.43K- 2.86% |
$841K - $940K
|
219K
$39.9M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.66K- 1.36% |
$872K - $975K
|
485K
$88.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.97K- 15.47% |
$913K - $1.02M
|
38.1K
$6.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.31K- 8.91% |
$957K - $1.07M
|
74.8K
$13.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-7.46K- 6.89% |
$976K - $1.09M
|
101K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.85KClosed |
$1.03M - $1.15M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.89K- 4.61% |
$1.03M - $1.15M
|
163K
$29.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8K- 36.36% |
$1.05M - $1.17M
|
14K
$2.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-8.41K- 17.39% |
$1.1M - $1.23M
|
40K
$7.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.56KClosed |
$1.12M - $1.25M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.64K- 3.02% |
$1.13M - $1.26M
|
278K
$50.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.75K- 26.78% |
$1.15M - $1.28M
|
23.9K
$4.37M
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
SELL
|
- |
-9.39K- 11.96% |
$1.23M - $1.37M
|
69.1K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-9.47K- 5.17% |
$1.24M - $1.39M
|
174K
$31.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.62KClosed |
$1.26M - $1.41M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-9.66K- 82.37% |
$1.26M - $1.41M
|
2.07K
$378K
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-9.97K- 34.63% |
$1.3M - $1.46M
|
18.8K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.1K- 10.23% |
$1.32M - $1.48M
|
88.5K
$16.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.1K- 0.42% |
$1.32M - $1.48M
|
2.4M
$438M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-10.6K- 1.06% |
$1.39M - $1.55M
|
986K
$180M
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 14.63% |
$1.47M - $1.64M
|
65.5K
$12M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.1K- 45.66% |
$1.58M - $1.77M
|
14.4K
$2.63M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.4K- 56.94% |
$1.63M - $1.82M
|
9.41K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.1K- 4.33% |
$1.71M - $1.91M
|
289K
$52.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-13.3K- 7.65% |
$1.74M - $1.95M
|
161K
$29.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.5K- 6.55% |
$1.76M - $1.97M
|
192K
$35.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-14.7K- 69.29% |
$1.92M - $2.15M
|
6.52K
$1.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-15.3K- 8.05% |
$2M - $2.24M
|
175K
$31.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
SELL
|
- |
-15.7K- 43.07% |
$2.05M - $2.29M
|
20.7K
$3.79M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.3K- 20.65% |
$2.52M - $2.82M
|
74K
$13.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19.6K- 15.3% |
$2.57M - $2.87M
|
109K
$19.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-19.9K- 8.27% |
$2.61M - $2.92M
|
221K
$40.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.2K- 3.55% |
$2.78M - $3.1M
|
576K
$105M
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-22.3K- 21.79% |
$2.92M - $3.27M
|
80.2K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-23.2K- 43.22% |
$3.03M - $3.39M
|
30.4K
$5.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-23.2K- 50.39% |
$3.04M - $3.39M
|
22.8K
$4.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23.9KClosed |
$3.13M - $3.5M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.7K- 15.06% |
$3.49M - $3.9M
|
150K
$27.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-26.9K- 31.01% |
$3.52M - $3.93M
|
59.8K
$10.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-27.2KClosed |
$3.55M - $3.97M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-27.9K- 2.01% |
$3.65M - $4.08M
|
1.36M
$249M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.9K- 5.76% |
$4.05M - $4.53M
|
506K
$92.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34.3KClosed |
$4.49M - $5.02M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-38.2K- 22.02% |
$5M - $5.59M
|
135K
$24.7M
|