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 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.05% |
$104 - $121
|
1.97K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$104 - $121
|
2.83K
$527K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.06% |
$104 - $121
|
1.55K
$289K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.5% |
$104 - $121
|
201
$37.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2- 0.03% |
$208 - $242
|
6.56K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9- 0.89% |
$934 - $1.09K
|
997
$185K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11- 0.45% |
$1.14K - $1.33K
|
2.43K
$452K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-16- 0.67% |
$1.66K - $1.94K
|
2.38K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-20- 4.39% |
$2.08K - $2.42K
|
436
$81.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-21- 0.02% |
$2.18K - $2.55K
|
133K
$24.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-24- 0.17% |
$2.49K - $2.91K
|
14.4K
$2.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-26- 0.66% |
$2.7K - $3.15K
|
3.89K
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-27- 1.28% |
$2.8K - $3.27K
|
2.08K
$387K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-30- 0.62% |
$3.11K - $3.64K
|
4.81K
$895K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-38- 1.9% |
$3.95K - $4.61K
|
1.97K
$366K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-39- 1.04% |
$4.05K - $4.73K
|
3.7K
$688K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 8.39% |
$4.05K - $4.73K
|
426
$79.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-40- 0.69% |
$4.15K - $4.85K
|
5.78K
$1.07M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-40- 0.96% |
$4.15K - $4.85K
|
4.11K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-43- 7.4% |
$4.46K - $5.21K
|
538
$100K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-43- 0.98% |
$4.46K - $5.21K
|
4.34K
$808K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-46- 2.19% |
$4.78K - $5.58K
|
2.06K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-46- 0.48% |
$4.78K - $5.58K
|
9.53K
$1.77M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47- 1.54% |
$4.88K - $5.7K
|
3K
$558K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47- 1.54% |
$4.88K - $5.7K
|
3K
$558K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-50- 84.75% |
$5.19K - $6.06K
|
9
$1.67K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-53- 0.77% |
$5.5K - $6.43K
|
6.79K
$1.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-56- 1.8% |
$5.81K - $6.79K
|
3.05K
$568K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-58- 0.51% |
$6.02K - $7.03K
|
11.3K
$2.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-64- 1.34% |
$6.64K - $7.76K
|
4.7K
$874K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-66- 7.09% |
$6.85K - $8K
|
865
$161K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-67- 0.56% |
$6.96K - $8.12K
|
12K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-69- 2.99% |
$7.16K - $8.37K
|
2.24K
$416K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-76- 3.73% |
$7.89K - $9.21K
|
1.96K
$365K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-78- 3.67% |
$8.1K - $9.46K
|
2.05K
$381K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-80- 9.18% |
$8.31K - $9.7K
|
791
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-82- 3.79% |
$8.51K - $9.94K
|
2.08K
$387K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
SELL
|
- |
-84- 0.55% |
$8.72K - $10.2K
|
15.2K
$2.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-85- 7.41% |
$8.82K - $10.3K
|
1.06K
$198K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-90- 0.58% |
$9.34K - $10.9K
|
15.4K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-93- 1.7% |
$9.66K - $11.3K
|
5.38K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-93- 5.8% |
$9.66K - $11.3K
|
1.51K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-94- 1.1% |
$9.76K - $11.4K
|
8.42K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-95- 3.72% |
$9.86K - $11.5K
|
2.46K
$457K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-97- 87.39% |
$10.1K - $11.8K
|
14
$2.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-98- 4.4% |
$10.2K - $11.9K
|
2.13K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-101- 59.76% |
$10.5K - $12.2K
|
68
$12.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-110- 2.91% |
$11.4K - $13.3K
|
3.67K
$683K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-112- 57.73% |
$11.6K - $13.6K
|
82
$15.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-120- 19.08% |
$12.5K - $14.5K
|
509
$94.7K
|