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 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
675+ 47.3% |
$88.4K - $98.8K
|
2.1K
$385K
|
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
672+ 1.22% |
$88K - $98.3K
|
55.6K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
667+ 2.79% |
$87.3K - $97.6K
|
24.6K
$4.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
660+ 3.52% |
$86.4K - $96.6K
|
19.4K
$3.55M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
659+ 28.55% |
$86.3K - $96.4K
|
2.97K
$544K
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
634+ 2.39% |
$83K - $92.8K
|
27.2K
$4.98M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
627+ 0.9% |
$82.1K - $91.7K
|
70K
$12.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
617+ 12.23% |
$80.8K - $90.3K
|
5.66K
$1.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
605+ 11.05% |
$79.2K - $88.5K
|
6.08K
$1.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
603+ 2.96% |
$78.9K - $88.2K
|
21K
$3.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
603+ 2.93% |
$78.9K - $88.2K
|
21.2K
$3.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
562+ 7.03% |
$73.6K - $82.2K
|
8.56K
$1.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
555+ 10.02% |
$72.6K - $81.2K
|
6.09K
$1.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
533+ 3.44% |
$69.8K - $78K
|
16K
$2.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
530+ 2.33% |
$69.4K - $77.5K
|
23.3K
$4.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
527+ 2.04% |
$69K - $77.1K
|
26.4K
$4.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
524New |
$68.6K - $76.7K
|
524
$96.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
522+ 12.63% |
$68.3K - $76.4K
|
4.66K
$854K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
506+ 5.53% |
$66.2K - $74K
|
9.65K
$1.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
484+ 26.26% |
$63.4K - $70.8K
|
2.33K
$427K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
476+ 5.13% |
$62.3K - $69.6K
|
9.75K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
471+ 57.23% |
$61.6K - $68.9K
|
1.29K
$237K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
460+ 57.43% |
$60.2K - $67.3K
|
1.26K
$231K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
456+ 10.77% |
$59.7K - $66.7K
|
4.69K
$860K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
456+ 2.03% |
$59.7K - $66.7K
|
23K
$4.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
449+ 2.72% |
$58.8K - $65.7K
|
17K
$3.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
445+ 1.24% |
$58.2K - $65.1K
|
36.3K
$6.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
442+ 34.0% |
$57.9K - $64.7K
|
1.74K
$319K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
433+ 7.8% |
$56.7K - $63.3K
|
5.98K
$1.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
431+ 5.1% |
$56.4K - $63.1K
|
8.88K
$1.63M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
430+ 17.78% |
$56.3K - $62.9K
|
2.85K
$522K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
427+ 24.41% |
$55.9K - $62.5K
|
2.18K
$399K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
403+ 36.27% |
$52.7K - $59K
|
1.51K
$278K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
400+ 4.16% |
$52.4K - $58.5K
|
10K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
390+ 9.63% |
$51K - $57.1K
|
4.44K
$814K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
378+ 10.28% |
$49.5K - $55.3K
|
4.05K
$743K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
374+ 1.75% |
$49K - $54.7K
|
21.7K
$3.98M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
372+ 166.82% |
$48.7K - $54.4K
|
595
$109K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
371+ 35.07% |
$48.6K - $54.3K
|
1.43K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
355+ 8.59% |
$46.5K - $51.9K
|
4.49K
$823K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
350+ 23.01% |
$45.8K - $51.2K
|
1.87K
$343K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
347+ 5.45% |
$45.4K - $50.8K
|
6.71K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
341+ 14.33% |
$44.6K - $49.9K
|
2.72K
$499K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
327+ 2.63% |
$42.8K - $47.8K
|
12.8K
$2.34M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
305+ 189.44% |
$39.9K - $44.6K
|
466
$85.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
303+ 4.78% |
$39.7K - $44.3K
|
6.65K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
299+ 2.14% |
$39.1K - $43.7K
|
14.3K
$2.62M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
299+ 13.87% |
$39.1K - $43.7K
|
2.46K
$450K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
297New |
$38.9K - $43.5K
|
297
$54.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
289+ 10.78% |
$37.8K - $42.3K
|
2.97K
$545K
|