Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 2022. 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 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.6M+ 13142.75% |
$374M - $436M
|
3.63M
$672M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
1.44MNew |
$150M - $175M
|
1.44M
$268M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
686K+ 3436.28% |
$71.2M - $83.1M
|
706K
$131M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
672KNew |
$69.8M - $81.5M
|
672K
$125M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
670K+ 43.21% |
$69.5M - $81.2M
|
2.22M
$411M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
557K+ 205.41% |
$57.8M - $67.5M
|
828K
$153M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
230K+ 44826.85% |
$23.9M - $27.9M
|
231K
$42.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
217K+ 141.0% |
$22.5M - $26.3M
|
370K
$68.6M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
214KNew |
$22.2M - $25.9M
|
214K
$39.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
160K+ 20.05% |
$16.6M - $19.3M
|
955K
$177M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
155K+ 3412.07% |
$16.1M - $18.8M
|
159K
$29.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
147K+ 47.84% |
$15.3M - $17.8M
|
455K
$84.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
140KNew |
$14.6M - $17M
|
140K
$26M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
140K+ 10.26% |
$14.5M - $17M
|
1.5M
$278M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
120K+ 55.58% |
$12.5M - $14.6M
|
337K
$62.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
120K+ 101.97% |
$12.4M - $14.5M
|
237K
$44M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
120K+ 101.97% |
$12.4M - $14.5M
|
237K
$44M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
119K+ 51.18% |
$12.3M - $14.4M
|
351K
$65M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
118K+ 45.83% |
$12.2M - $14.3M
|
375K
$69.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
113K+ 12.12% |
$11.8M - $13.8M
|
1.05M
$194M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
105K+ 38.13% |
$10.9M - $12.7M
|
381K
$70.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
98.4K+ 34.02% |
$10.2M - $11.9M
|
388K
$71.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
80.7K+ 21.7% |
$8.38M - $9.78M
|
452K
$83.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
80.5K+ 10.71% |
$8.35M - $9.76M
|
831K
$154M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
75.1K+ 19.38% |
$7.79M - $9.1M
|
462K
$85.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
69.8KNew |
$7.25M - $8.47M
|
69.8K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
67.3K+ 98.37% |
$6.98M - $8.16M
|
136K
$25.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
65.2KNew |
$6.77M - $7.9M
|
65.2K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
64.4K+ 119.24% |
$6.69M - $7.81M
|
118K
$21.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
63.4KNew |
$6.58M - $7.69M
|
63.4K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
62.2K+ 5.1% |
$6.45M - $7.54M
|
1.28M
$237M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
61K+ 13.45% |
$6.33M - $7.39M
|
514K
$95.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
57.1KNew |
$5.93M - $6.93M
|
57.1K
$10.6M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.4KNew |
$5.65M - $6.6M
|
54.4K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
53.3K+ 9.97% |
$5.53M - $6.46M
|
587K
$109M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
50.9KNew |
$5.28M - $6.17M
|
50.9K
$9.42M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
50.7K+ 2.72% |
$5.27M - $6.15M
|
1.91M
$355M
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
49.4K+ 71.05% |
$5.13M - $5.99M
|
119K
$22M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
48.5K+ 56.55% |
$5.04M - $5.88M
|
134K
$24.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.1K+ 112.79% |
$4.99M - $5.83M
|
90.7K
$16.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
42.5K+ 20.55% |
$4.42M - $5.16M
|
250K
$46.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
40KNew |
$4.15M - $4.85M
|
40K
$7.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
38.2K+ 196.67% |
$3.96M - $4.63M
|
57.6K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
37.8K+ 55.33% |
$3.92M - $4.58M
|
106K
$19.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.8K+ 129.41% |
$3.61M - $4.22M
|
61.7K
$11.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
33.8K+ 16.83% |
$3.51M - $4.1M
|
235K
$43.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
32.4K+ 4.85% |
$3.36M - $3.93M
|
700K
$130M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30.6K+ 75.4% |
$3.17M - $3.7M
|
71.1K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.9K+ 59.86% |
$3.11M - $3.63M
|
80K
$14.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
29.5K+ 22.11% |
$3.06M - $3.58M
|
163K
$30.2M
|