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 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.53K+ 7.83% |
$854K - $955K
|
89.9K
$16.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
6.33K+ 2.14% |
$829K - $926K
|
302K
$55.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.17KNew |
$807K - $903K
|
6.17K
$1.13M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.09KNew |
$797K - $891K
|
6.09K
$1.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
6.03KNew |
$789K - $881K
|
6.03K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.95K+ 7.09% |
$779K - $871K
|
89.9K
$16.4M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.76K+ 11.97% |
$754K - $843K
|
53.9K
$9.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
5.71K+ 16.88% |
$747K - $835K
|
39.5K
$7.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.69KNew |
$744K - $832K
|
5.69K
$1.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
5.61K+ 3.11% |
$734K - $820K
|
186K
$33.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.6K+ 4.2% |
$733K - $820K
|
139K
$25.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
5.56K+ 91.22% |
$727K - $813K
|
11.6K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.5K+ 7.13% |
$719K - $804K
|
82.6K
$15.1M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.48K+ 2.83% |
$717K - $801K
|
199K
$36.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.46K+ 17.75% |
$714K - $798K
|
36.2K
$6.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.43K+ 23.0% |
$711K - $795K
|
29.1K
$5.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.35KNew |
$701K - $783K
|
5.35K
$978K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.35K+ 55.21% |
$700K - $782K
|
15K
$2.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.23KNew |
$684K - $765K
|
5.23K
$955K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
5.22K+ 4.75% |
$683K - $763K
|
115K
$21M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
5.15K+ 10.65% |
$674K - $753K
|
53.5K
$9.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.08K+ 200.0% |
$665K - $743K
|
7.62K
$1.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.02K+ 44.47% |
$657K - $735K
|
16.3K
$2.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.96K+ 3.7% |
$650K - $726K
|
139K
$25.4M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.96KNew |
$649K - $725K
|
4.96K
$906K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.95K+ 3.26% |
$648K - $724K
|
157K
$28.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.9KNew |
$641K - $717K
|
4.9K
$895K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.84KNew |
$633K - $708K
|
4.84K
$884K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.83K+ 2.01% |
$632K - $706K
|
245K
$44.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.81K+ 10.81% |
$630K - $704K
|
49.3K
$9.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.79K+ 16.87% |
$627K - $701K
|
33.2K
$6.06M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
4.73KNew |
$619K - $692K
|
4.73K
$864K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.73KNew |
$618K - $691K
|
4.73K
$863K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.7K+ 332.91% |
$616K - $688K
|
6.12K
$1.12M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.68KNew |
$612K - $684K
|
4.68K
$855K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.53KNew |
$593K - $663K
|
4.53K
$828K
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
4.51KNew |
$590K - $660K
|
4.51K
$824K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
4.5K+ 6.39% |
$589K - $658K
|
74.9K
$13.7M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.45KNew |
$582K - $651K
|
4.45K
$812K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
4.39K+ 0.94% |
$575K - $642K
|
470K
$85.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.36KNew |
$570K - $637K
|
4.36K
$796K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
4.35K+ 2.97% |
$570K - $637K
|
151K
$27.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.28K+ 1.69% |
$560K - $626K
|
258K
$47.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
4.25KNew |
$556K - $621K
|
4.25K
$776K
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.21K+ 39.81% |
$551K - $616K
|
14.8K
$2.7M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.2KNew |
$550K - $615K
|
4.2K
$768K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.19KNew |
$549K - $613K
|
4.19K
$766K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.19K+ 3.59% |
$548K - $613K
|
121K
$22.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.17K+ 4.19% |
$545K - $609K
|
104K
$18.9M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.13K+ 67.38% |
$540K - $604K
|
10.3K
$1.87M
|