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 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
94+ 5.29% |
$9.76K - $11.4K
|
1.87K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
80+ 0.65% |
$8.31K - $9.7K
|
12.3K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
73+ 24.83% |
$7.58K - $8.85K
|
367
$68.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
64+ 130.61% |
$6.64K - $7.76K
|
113
$21K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
60New |
$6.23K - $7.27K
|
60
$11.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
60+ 1.18% |
$6.23K - $7.27K
|
5.15K
$957K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
58+ 1.14% |
$6.02K - $7.03K
|
5.16K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58New |
$6.02K - $7.03K
|
58
$10.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
57+ 20.14% |
$5.92K - $6.91K
|
340
$63.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
54+ 131.71% |
$5.61K - $6.55K
|
95
$17.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
50+ 27.62% |
$5.19K - $6.06K
|
231
$43K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
47+ 0.23% |
$4.88K - $5.7K
|
20.9K
$3.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
45+ 0.35% |
$4.67K - $5.46K
|
12.9K
$2.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
44+ 0.72% |
$4.57K - $5.33K
|
6.16K
$1.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
44+ 12.05% |
$4.57K - $5.33K
|
409
$76.1K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
41New |
$4.26K - $4.97K
|
41
$7.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
40+ 0.33% |
$4.15K - $4.85K
|
12.3K
$2.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
39+ 0.99% |
$4.05K - $4.73K
|
3.97K
$739K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
38+ 1.58% |
$3.95K - $4.61K
|
2.44K
$453K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
33+ 0.83% |
$3.43K - $4K
|
4.02K
$748K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
30+ 1.62% |
$3.11K - $3.64K
|
1.89K
$351K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27+ 0.86% |
$2.8K - $3.27K
|
3.18K
$592K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
26+ 0.3% |
$2.7K - $3.15K
|
8.65K
$1.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
26+ 0.78% |
$2.7K - $3.15K
|
3.36K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$2.39K - $2.79K
|
23
$4.28K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
21+ 0.89% |
$2.18K - $2.55K
|
2.38K
$443K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20New |
$2.08K - $2.42K
|
20
$3.72K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
19+ 0.57% |
$1.97K - $2.3K
|
3.38K
$628K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
15+ 0.4% |
$1.56K - $1.82K
|
3.72K
$693K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12New |
$1.25K - $1.45K
|
12
$2.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11New |
$1.14K - $1.33K
|
11
$2.05K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
10New |
$1.04K - $1.21K
|
10
$1.86K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 0.45% |
$1.04K - $1.21K
|
2.25K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9+ 0.17% |
$934 - $1.09K
|
5.24K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8New |
$831 - $970
|
8
$1.49K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.39% |
$831 - $970
|
2.08K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7New |
$727 - $849
|
7
$1.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.32% |
$727 - $849
|
2.17K
$403K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.18% |
$727 - $849
|
4K
$744K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.18% |
$727 - $849
|
4K
$744K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6+ 0.19% |
$623 - $727
|
3.15K
$586K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
6+ 0.01% |
$623 - $727
|
57.4K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5New |
$519 - $606
|
5
$930
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.18% |
$415 - $485
|
2.23K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.11% |
$311 - $364
|
2.83K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.91% |
$208 - $242
|
221
$41.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$104 - $121
|
2.47K
$459K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$104 - $121
|
9.8K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.33% |
$104 - $121
|
303
$56.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.28% |
$104 - $121
|
356
$66.2K
|