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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
286+ 6.46% |
$37.4K - $41.8K
|
4.72K
$865K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
285+ 0.83% |
$37.3K - $41.7K
|
34.7K
$6.36M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
264New |
$34.6K - $38.6K
|
264
$48.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
263+ 1.47% |
$34.4K - $38.5K
|
18.2K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
263+ 4.4% |
$34.4K - $38.5K
|
6.24K
$1.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
262+ 13.91% |
$34.3K - $38.3K
|
2.15K
$393K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
260+ 0.42% |
$34K - $38K
|
61.7K
$11.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
256+ 3.36% |
$33.5K - $37.5K
|
7.88K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
255+ 9.34% |
$33.4K - $37.3K
|
2.98K
$547K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
251+ 11.9% |
$32.9K - $36.7K
|
2.36K
$433K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
250+ 25.75% |
$32.7K - $36.6K
|
1.22K
$224K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
245+ 8.17% |
$32.1K - $35.8K
|
3.25K
$595K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
242+ 0.62% |
$31.7K - $35.4K
|
39.4K
$7.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
229+ 202.65% |
$30K - $33.5K
|
342
$62.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
220+ 1.42% |
$28.8K - $32.2K
|
15.7K
$2.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
219+ 1.27% |
$28.7K - $32K
|
17.4K
$3.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
213+ 0.71% |
$27.9K - $31.2K
|
30.4K
$5.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
198+ 2.7% |
$25.9K - $29K
|
7.54K
$1.38M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
198New |
$25.9K - $29K
|
198
$36.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
196+ 9.27% |
$25.7K - $28.7K
|
2.31K
$424K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
196+ 7.19% |
$25.7K - $28.7K
|
2.92K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
193+ 162.18% |
$25.3K - $28.2K
|
312
$57.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
190+ 1.21% |
$24.9K - $27.8K
|
15.8K
$2.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
181+ 4.34% |
$23.7K - $26.5K
|
4.35K
$798K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
178+ 3.47% |
$23.3K - $26K
|
5.3K
$972K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
167New |
$21.9K - $24.4K
|
167
$30.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
166New |
$21.7K - $24.3K
|
166
$30.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
166+ 0.86% |
$21.7K - $24.3K
|
19.4K
$3.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
165New |
$21.6K - $24.1K
|
165
$30.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
161+ 105.92% |
$21.1K - $23.6K
|
313
$57.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
161+ 3.32% |
$21.1K - $23.6K
|
5.01K
$918K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
155New |
$20.3K - $22.7K
|
155
$28.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
148+ 182.72% |
$19.4K - $21.7K
|
229
$42K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
140New |
$18.3K - $20.5K
|
140
$25.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
135+ 0.31% |
$17.7K - $19.8K
|
43.5K
$7.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
133+ 0.85% |
$17.4K - $19.5K
|
15.7K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
129+ 21.94% |
$16.9K - $18.9K
|
717
$131K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
125+ 1.02% |
$16.4K - $18.3K
|
12.4K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
125+ 2.65% |
$16.4K - $18.3K
|
4.85K
$889K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
117+ 6.61% |
$15.3K - $17.1K
|
1.89K
$346K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
116New |
$15.2K - $17K
|
116
$21.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
116+ 4.47% |
$15.2K - $17K
|
2.71K
$497K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
114New |
$14.9K - $16.7K
|
114
$20.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
112+ 0.09% |
$14.7K - $16.4K
|
125K
$23M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
107+ 1.95% |
$14K - $15.7K
|
5.59K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
106+ 2.0% |
$13.9K - $15.5K
|
5.41K
$991K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
104+ 2.95% |
$13.6K - $15.2K
|
3.62K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
93+ 1.33% |
$12.2K - $13.6K
|
7.07K
$1.3M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 4.03% |
$11.5K - $12.9K
|
2.27K
$417K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
86+ 4.63% |
$11.3K - $12.6K
|
1.94K
$356K
|