Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 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
May 16, 2022 Q1 2022
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-1.31K
- 45.63%
$162K - $191K
1.57K $286K
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.32K
- 13.16%
$163K - $192K
8.72K $1.59M
Apr 18, 2022 Q1 2022
Procyon Advisors, LLC

SELL
 -
-1.37K
- 28.87%
$169K - $198K
3.37K $615K
May 03, 2022 Q1 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-1.38K
Closed
$171K - $200K
0 $0
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
SELL
 -
-1.39K
- 37.49%
$172K - $202K
2.32K $425K
May 12, 2022 Q1 2022
Woodmont Investment Counsel LLC

Nashville, TN
SELL
 -
-1.4K
- 3.2%
$172K - $203K
42.2K $7.71M
May 03, 2022 Q1 2022
Harel Insurance Investments & Financial Services Ltd.

SELL
 -
-1.4K
Closed
$173K - $203K
0 $0
May 09, 2022 Q1 2022
Kavar Capital Partners Group, LLC

Leawood, KS
SELL
 -
-1.4K
Closed
$173K - $204K
0 $0
May 03, 2022 Q1 2022
Archvest Wealth Advisors, Inc.

SELL
 -
-1.41K
Closed
$174K - $205K
0 $0
May 16, 2022 Q1 2022
Fairhaven Wealth Management, LLC

SELL
 -
-1.42K
Closed
$176K - $206K
0 $0
May 06, 2022 Q1 2022
Johnson Bixby & Associates, LLC

SELL
 -
-1.44K
- 8.67%
$178K - $209K
15.2K $2.77M
Apr 18, 2022 Q1 2022
Catalyst Private Wealth, LLC

SELL
 -
-1.44K
Closed
$178K - $209K
0 $0
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-1.46K
Closed
$180K - $211K
0 $0
May 02, 2022 Q1 2022
Btr Capital Management Inc

SELL
 -
-1.46K
Closed
$181K - $212K
0 $0
May 09, 2022 Q1 2022
Lake Street Financial LLC

SELL
 -
-1.47K
- 31.17%
$182K - $214K
3.25K $594K
Apr 25, 2022 Q1 2022
Regions Financial Corp

SELL
 -
-1.49K
Closed
$185K - $217K
0 $0
Apr 20, 2022 Q1 2022
Mbe Wealth Management, LLC

SELL
 -
-1.52K
- 12.16%
$187K - $220K
10.9K $2M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-1.52K
- 8.49%
$188K - $221K
16.4K $2.99M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
SELL
 -
-1.52K
- 49.87%
$188K - $221K
1.53K $280K
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-1.53K
- 0.31%
$189K - $222K
496K $90.8M
May 10, 2022 Q1 2022
Cidel Asset Management Inc

Toronto, Ontario, A6
SELL
 -
-1.55K
Closed
$191K - $224K
0 $0
Apr 22, 2022 Q1 2022
Concorde Asset Management, LLC

SELL
 -
-1.62K
Closed
$200K - $235K
0 $0
May 05, 2022 Q1 2022
Summit X, LLC

Chesterfield, MO
SELL
 -
-1.63K
- 40.27%
$201K - $237K
2.42K $442K
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

SELL
 -
-1.63K
Closed
$201K - $237K
0 $0
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-1.63K
- 0.28%
$202K - $237K
574K $105M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-1.65K
Closed
$204K - $239K
0 $0
Apr 19, 2022 Q1 2022
Engrave Wealth Partners LLC

SELL
 -
-1.68K
Closed
$208K - $244K
0 $0
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-1.71K
- 12.34%
$211K - $248K
12.1K $2.22M
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
SELL
 -
-1.73K
- 25.68%
$214K - $251K
5.01K $916K
May 06, 2022 Q1 2022
Rmb Capital Management, LLC

SELL
 -
-1.75K
Closed
$216K - $253K
0 $0
Apr 14, 2022 Q1 2022
Bar Harbor Trust Services

Ellsworth, ME
SELL
 -
-1.75K
Closed
$216K - $254K
0 $0
May 02, 2022 Q1 2022
Jones Financial Companies Lllp

SELL
 -
-1.83K
- 65.61%
$226K - $265K
958 $175K
May 03, 2022 Q1 2022
Hohimer Wealth Management, LLC

SELL
 -
-1.9K
Closed
$235K - $276K
0 $0
Apr 20, 2022 Q1 2022
White Lighthouse Investment Management Inc.

SELL
 -
-1.94K
- 24.52%
$239K - $281K
5.96K $1.09M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-1.94K
- 0.77%
$239K - $281K
249K $45.5M
Apr 07, 2022 Q1 2022
Diversified Trust CO

SELL
 -
-1.94K
- 12.65%
$239K - $281K
13.4K $2.45M
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.95K
- 8.8%
$241K - $283K
20.2K $3.7M
May 13, 2022 Q1 2022
Vontobel Holding Ltd.

SELL
 -
-1.95K
- 15.87%
$241K - $283K
10.3K $1.89M
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

SELL
 -
-2.02K
- 8.92%
$249K - $293K
20.6K $3.77M
May 16, 2022 Q1 2022
Baker Avenue Asset Management, LP

SELL
 -
-2.06K
- 1.19%
$255K - $299K
171K $31.3M
May 13, 2022 Q1 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-2.07K
Closed
$256K - $300K
0 $0
Apr 13, 2022 Q1 2022
Stonehearth Capital Management, LLC

SELL
 -
-2.08K
- 2.06%
$257K - $302K
98.8K $18.1M
Apr 28, 2022 Q1 2022
Alpha Star Capital Management, LLC

SELL
 -
-2.1K
Closed
$260K - $305K
0 $0
May 06, 2022 Q1 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-2.11K
- 1.75%
$261K - $307K
119K $21.7M
Apr 25, 2022 Q1 2022
Fifth Third Securities, Inc.

SELL
 -
-2.15K
- 45.78%
$265K - $312K
2.54K $465K
Apr 29, 2022 Q1 2022
Melone Private Wealth, LLC

SELL
 -
-2.2K
- 26.73%
$272K - $319K
6.03K $1.1M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.21K
- 3.23%
$274K - $321K
66.4K $12.1M
Aug 11, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-2.32K
- 1.66%
$287K - $337K
138K $25.2M
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-2.32K
Closed
$287K - $337K
0 $0

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