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 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
426+ 7.52% |
$44.2K - $51.6K
|
6.09K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
415New |
$43.1K - $50.3K
|
415
$77.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
400New |
$41.5K - $48.5K
|
400
$74.4K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
397+ 4.8% |
$41.2K - $48.1K
|
8.66K
$1.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
390+ 225.43% |
$40.5K - $47.3K
|
563
$105K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
390+ 0.19% |
$40.5K - $47.3K
|
206K
$38.3M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
377+ 2.45% |
$39.1K - $45.7K
|
15.8K
$2.94M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
375+ 18.01% |
$38.9K - $45.5K
|
2.46K
$457K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
359+ 3.05% |
$37.3K - $43.5K
|
12.1K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
336+ 24.16% |
$34.9K - $40.7K
|
1.73K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
311+ 3.38% |
$32.3K - $37.7K
|
9.51K
$1.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
310+ 3.03% |
$32.2K - $37.6K
|
10.5K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
307New |
$31.9K - $37.2K
|
307
$57.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
302New |
$31.4K - $36.6K
|
302
$56.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
286+ 0.23% |
$29.7K - $34.7K
|
125K
$23.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
280+ 1.42% |
$29.1K - $33.9K
|
20K
$3.73M
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
268New |
$27.8K - $32.5K
|
268
$49.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
263New |
$27.3K - $31.9K
|
263
$48.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
261New |
$27.1K - $31.6K
|
261
$48.6K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
258+ 0.14% |
$26.8K - $31.3K
|
180K
$33.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
256New |
$26.6K - $31K
|
256
$47.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
250+ 2.12% |
$26K - $30.3K
|
12.1K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
234+ 4.79% |
$24.3K - $28.4K
|
5.12K
$953K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
233New |
$24.2K - $28.2K
|
233
$43.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
216+ 4.77% |
$22.4K - $26.2K
|
4.75K
$883K
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
200New |
$20.8K - $24.2K
|
200
$37.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$20.8K - $24.2K
|
200
$37.2K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
189+ 0.9% |
$19.6K - $22.9K
|
21.1K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
186+ 0.31% |
$19.3K - $22.6K
|
60.7K
$11.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
182+ 7.41% |
$18.9K - $22.1K
|
2.64K
$491K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
168+ 13.41% |
$17.4K - $20.4K
|
1.42K
$264K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
160+ 8.83% |
$16.6K - $19.4K
|
1.97K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
160+ 0.7% |
$16.6K - $19.4K
|
22.9K
$4.27M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
157+ 1.6% |
$16.3K - $19K
|
9.96K
$1.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
156+ 0.85% |
$16.2K - $18.9K
|
18.5K
$3.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
155+ 2.39% |
$16.1K - $18.8K
|
6.64K
$1.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
151+ 1.96% |
$15.7K - $18.3K
|
7.84K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
146+ 11.23% |
$15.2K - $17.7K
|
1.45K
$269K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
134+ 2.2% |
$13.9K - $16.2K
|
6.23K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
133New |
$13.8K - $16.1K
|
133
$24.7K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
133+ 2.6% |
$13.8K - $16.1K
|
5.25K
$976K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
129+ 4.39% |
$13.4K - $15.6K
|
3.07K
$571K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
126+ 4.35% |
$13.1K - $15.3K
|
3.02K
$562K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
124+ 4.62% |
$12.9K - $15K
|
2.81K
$522K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
120New |
$12.5K - $14.5K
|
120
$22.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
118+ 2.97% |
$12.3K - $14.3K
|
4.1K
$762K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
114New |
$11.8K - $13.8K
|
114
$21.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
114New |
$11.8K - $13.8K
|
114
$21.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
98+ 9800.0% |
$10.2K - $11.9K
|
99
$18.4K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
96New |
$9.97K - $11.6K
|
96
$17.9K
|