Purchases and Sales Made in Q1 2022 in Ishares Msci Usa Quality Facto (QUAL)
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 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
43K+ 2253.88% |
$5.31M - $6.24M
|
44.9K
$8.21M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
42.9K+ 27.4% |
$5.3M - $6.23M
|
200K
$36.5M
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
41.7KNew |
$5.15M - $6.05M
|
41.7K
$7.63M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
41.5K+ 172.55% |
$5.13M - $6.02M
|
65.5K
$12M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
40K+ 12.45% |
$4.95M - $5.81M
|
362K
$66.1M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
37.4KNew |
$4.62M - $5.43M
|
37.4K
$6.84M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
36.2KNew |
$4.47M - $5.25M
|
36.2K
$6.62M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36K+ 4.87% |
$4.44M - $5.22M
|
775K
$142M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
35.4K+ 52.45% |
$4.37M - $5.13M
|
103K
$18.8M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
35.1K+ 219.62% |
$4.33M - $5.09M
|
51K
$9.33M
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
34.8K+ 13.89% |
$4.3M - $5.05M
|
285K
$52.2M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
34.5K+ 32.75% |
$4.27M - $5.01M
|
140K
$25.6M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
34.5K+ 17.52% |
$4.27M - $5.01M
|
232K
$42.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.5K+ 45.96% |
$4.26M - $5.01M
|
110K
$20M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
34.3K+ 361.44% |
$4.24M - $4.98M
|
43.8K
$8.01M
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
33.1K+ 19.37% |
$4.09M - $4.8M
|
204K
$37.3M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.9KNew |
$3.82M - $4.49M
|
30.9K
$5.66M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
30K+ 80.39% |
$3.71M - $4.35M
|
67.3K
$12.3M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
29.8KNew |
$3.68M - $4.32M
|
29.8K
$5.45M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
28.4K+ 23.75% |
$3.5M - $4.12M
|
148K
$27M
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
27.9K+ 19.17% |
$3.44M - $4.04M
|
173K
$31.7M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
27.7KNew |
$3.42M - $4.01M
|
27.7K
$5.06M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
27.6KNew |
$3.41M - $4.01M
|
27.6K
$5.05M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
27K+ 72.76% |
$3.34M - $3.92M
|
64.2K
$11.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
26.1K+ 0.64% |
$3.22M - $3.78M
|
4.12M
$753M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
26K+ 1145.16% |
$3.22M - $3.78M
|
28.3K
$5.18M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
26KNew |
$3.22M - $3.78M
|
26K
$4.76M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
25.1K+ 5.5% |
$3.11M - $3.65M
|
482K
$88.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
25.1KNew |
$3.1M - $3.64M
|
25.1K
$4.59M
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
24.6K+ 24.54% |
$3.04M - $3.58M
|
125K
$22.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
23.7K+ 18.7% |
$2.92M - $3.44M
|
150K
$27.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
21K+ 9.0% |
$2.59M - $3.05M
|
254K
$46.5M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
20.4K+ 3.16% |
$2.52M - $2.97M
|
667K
$122M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.6K+ 224.55% |
$2.42M - $2.84M
|
28.3K
$5.18M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19.6K+ 9.67% |
$2.42M - $2.84M
|
222K
$40.6M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
19KNew |
$2.34M - $2.75M
|
19K
$3.47M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
18.6K+ 25.24% |
$2.3M - $2.7M
|
92.3K
$16.9M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
18.6K+ 4.15% |
$2.29M - $2.69M
|
466K
$85.2M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
17.2K+ 44.15% |
$2.12M - $2.49M
|
56.1K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
17K+ 37.24% |
$2.11M - $2.47M
|
62.8K
$11.5M
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16.7K+ 25.45% |
$2.06M - $2.42M
|
82.2K
$15M
|
|
|
May 11, 2022
Q1 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
16.5K+ 39.71% |
$2.04M - $2.4M
|
58K
$10.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
16.2K+ 14.36% |
$2M - $2.35M
|
129K
$23.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
15.5K+ 23.89% |
$1.92M - $2.25M
|
80.5K
$14.7M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
15.4KNew |
$1.91M - $2.24M
|
15.4K
$2.82M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 1.55% |
$1.9M - $2.23M
|
1M
$184M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.8K+ 100.88% |
$1.83M - $2.15M
|
29.4K
$5.38M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14K+ 21.57% |
$1.73M - $2.03M
|
78.9K
$14.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
13.3K+ 10.36% |
$1.64M - $1.93M
|
141K
$25.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 60.51% |
$1.59M - $1.87M
|
34.2K
$6.26M
|