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
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$181K - $202K
|
1.38K
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.37KNew |
$180K - $201K
|
1.37K
$253K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.37K+ 5.21% |
$179K - $201K
|
27.7K
$5.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.36K+ 115.25% |
$178K - $199K
|
2.54K
$468K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 39.85% |
$176K - $196K
|
4.71K
$869K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
1.31K+ 0.4% |
$171K - $191K
|
332K
$61.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Reliant Wealth Planning
|
BUY
|
- |
1.22K+ 0.92% |
$160K - $179K
|
133K
$24.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.18K+ 7.14% |
$155K - $173K
|
17.8K
$3.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.17K+ 98.4% |
$153K - $171K
|
2.36K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.14K+ 2.57% |
$149K - $167K
|
45.5K
$8.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 44.13% |
$144K - $161K
|
3.6K
$664K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 33.58% |
$142K - $158K
|
4.31K
$794K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.07K+ 9.12% |
$140K - $157K
|
12.8K
$2.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$137K - $153K
|
1.04K
$192K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
1.04K+ 6.5% |
$136K - $152K
|
17K
$3.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.03K+ 1.45% |
$135K - $150K
|
71.9K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.03K+ 24.36% |
$134K - $150K
|
5.23K
$965K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 11.2% |
$132K - $148K
|
10K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$131K - $146K
|
1K
$184K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
974+ 72.36% |
$127K - $142K
|
2.32K
$428K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
974+ 11.9% |
$127K - $142K
|
9.16K
$1.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
938+ 4.45% |
$123K - $137K
|
22K
$4.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
906New |
$119K - $133K
|
906
$167K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
896+ 23.85% |
$117K - $131K
|
4.65K
$858K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
896+ 3.75% |
$117K - $131K
|
24.8K
$4.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
884+ 44.29% |
$116K - $129K
|
2.88K
$531K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
878+ 11.06% |
$115K - $128K
|
8.82K
$1.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
874+ 4.99% |
$114K - $128K
|
18.4K
$3.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
870+ 1.99% |
$114K - $127K
|
44.5K
$8.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
865+ 2.21% |
$113K - $127K
|
39.9K
$7.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
860+ 37.31% |
$113K - $126K
|
3.17K
$583K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
850+ 47.33% |
$111K - $124K
|
2.65K
$488K
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
820+ 3.01% |
$107K - $120K
|
28.1K
$5.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
819+ 311.41% |
$107K - $120K
|
1.08K
$199K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
813+ 53.03% |
$106K - $119K
|
2.35K
$433K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
807+ 12.13% |
$106K - $118K
|
7.46K
$1.38M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
807+ 37.38% |
$106K - $118K
|
2.97K
$547K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
803+ 1.32% |
$105K - $117K
|
61.5K
$11.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
788+ 51.47% |
$103K - $115K
|
2.32K
$428K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
780+ 20.13% |
$102K - $114K
|
4.65K
$858K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
772New |
$101K - $113K
|
772
$142K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
745New |
$97.5K - $109K
|
745
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
732+ 15.18% |
$95.8K - $107K
|
5.56K
$1.02M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
729+ 3.54% |
$95.4K - $107K
|
21.3K
$3.93M
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
726+ 7.51% |
$95K - $106K
|
10.4K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
725+ 3.38% |
$94.9K - $106K
|
22.2K
$4.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
713New |
$93.3K - $104K
|
713
$131K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
705New |
$92.3K - $103K
|
705
$130K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
700New |
$91.6K - $102K
|
700
$129K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
690+ 7.37% |
$90.3K - $101K
|
10.1K
$1.85M
|