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 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
2.81K
+ 11.72%
$347K - $407K
26.7K $4.91M
May 04, 2022 Q1 2022
Stephens Inc

BUY
 -
2.75K
+ 3.92%
$339K - $399K
72.8K $13.4M
May 06, 2022 Q1 2022
Weaver Consulting Group

BUY
 -
2.74K
+ 1.81%
$339K - $398K
154K $28.3M
Apr 27, 2022 Q1 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
2.68K
+ 17.84%
$331K - $389K
17.7K $3.26M
Apr 25, 2022 Q1 2022
Wells Financial Advisors Inc

BUY
 -
2.64K
+ 3.29%
$326K - $383K
82.8K $15.2M
Apr 19, 2022 Q1 2022
Sanchez Wealth Management Group

BUY
 -
2.62K
+ 1.51%
$324K - $381K
176K $32.4M
May 06, 2022 Q1 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
2.57K
+ 17.24%
$318K - $374K
17.5K $3.22M
May 16, 2022 Q1 2022
Ethic Inc.

New York, NY
BUY
 -
2.51K
New
$310K - $365K
2.51K $462K
May 10, 2022 Q1 2022
Allen Capital Group, LLC

BUY
 -
2.49K
+ 7.71%
$307K - $361K
34.7K $6.39M
May 13, 2022 Q1 2022
Client First Capital LLC

BUY
 -
2.45K
+ 3.1%
$302K - $355K
81.3K $15M
May 03, 2022 Q1 2022
Triumph Capital Management

BUY
 -
2.43K
+ 25.16%
$300K - $352K
12.1K $2.22M
Apr 12, 2022 Q1 2022
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
2.41K
+ 1.38%
$297K - $349K
177K $32.6M
May 12, 2022 Q1 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
2.4K
+ 15.01%
$296K - $348K
18.4K $3.38M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.36K
New
$292K - $343K
2.36K $434K
May 13, 2022 Q1 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
2.28K
+ 42.19%
$282K - $331K
7.69K $1.41M
Apr 08, 2022 Q1 2022
Level Financial Advisors, Inc.

BUY
 -
2.16K
+ 10.54%
$267K - $314K
22.6K $4.16M
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
2.13K
+ 0.96%
$263K - $310K
223K $41.1M
May 12, 2022 Q1 2022
Running Point Capital Advisors, LLC

BUY
 -
2.13K
+ 2.67%
$263K - $309K
81.8K $15M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
2.12K
+ 16.3%
$262K - $308K
15.1K $2.78M
Apr 21, 2022 Q1 2022
Trinity Wealth Management, LLC

BUY
 -
2.11K
+ 2.21%
$260K - $306K
97.4K $17.9M
May 10, 2022 Q1 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
2.1K
+ 7.22%
$259K - $305K
31.2K $5.73M
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.09K
+ 37.37%
$258K - $303K
7.68K $1.41M
May 10, 2022 Q1 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
2.06K
+ 30.76%
$255K - $300K
8.77K $1.61M
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
2.05K
New
$253K - $298K
2.05K $377K
Apr 18, 2022 Q1 2022
Teamwork Financial Advisors, LLC

BUY
 -
2.02K
+ 26.77%
$249K - $293K
9.56K $1.76M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.01K
+ 68.85%
$248K - $292K
4.93K $907K
May 13, 2022 Q1 2022
Dakota Wealth Management

BUY
 -
2K
+ 2.67%
$247K - $290K
76.9K $14.1M
May 12, 2022 Q1 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
1.98K
New
$245K - $287K
1.98K $364K
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

BUY
 -
1.98K
+ 1957.43%
$244K - $287K
2.08K $382K
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.93K
+ 7.68%
$238K - $280K
27K $4.97M
Apr 08, 2022 Q1 2022
Blue Zone Wealth Advisors, LLC

BUY
 -
1.93K
New
$238K - $280K
1.93K $354K
Apr 11, 2022 Q1 2022
Arden Trust CO

BUY
 -
1.9K
+ 5.68%
$235K - $276K
35.3K $6.5M
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
1.9K
+ 44.34%
$234K - $276K
6.18K $1.14M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.86K
New
$229K - $269K
1.86K $341K
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.84K
New
$227K - $267K
1.84K $338K
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
1.84K
+ 9.98%
$227K - $267K
20.3K $3.73M
Apr 26, 2022 Q1 2022
Petix & Botte CO

BUY
 -
1.84K
New
$227K - $266K
1.84K $337K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.82K
+ 0.08%
$225K - $264K
2.4M $441M
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.8K
+ 1.87%
$223K - $262K
98.1K $18M
Nov 18, 2022 Q1 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
1.8K
New
$223K - $262K
1.8K $332K
May 13, 2022 Q1 2022
Trinity Point Wealth, LLC

BUY
 -
1.78K
+ 43.81%
$219K - $258K
5.83K $1.07M
Apr 29, 2022 Q1 2022
Lake Street Financial LLC

BUY
 -
1.76K
+ 59.15%
$217K - $255K
4.72K $868K
Apr 19, 2022 Q1 2022
Bedel Financial Consulting, Inc.

BUY
 -
1.75K
+ 8.76%
$216K - $254K
21.7K $3.99M
May 16, 2022 Q1 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.75K
New
$216K - $254K
1.75K $322K
May 09, 2022 Q1 2022
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
1.74K
+ 36.88%
$215K - $252K
6.45K $1.19M
May 12, 2022 Q1 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
1.72K
+ 1.91%
$213K - $250K
91.7K $16.9M
May 05, 2022 Q1 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.71K
+ 10.26%
$211K - $248K
18.4K $3.38M
Apr 29, 2022 Q1 2022
Pinnacle Private Wealth, LLC

BUY
 -
1.68K
+ 10.95%
$208K - $244K
17K $3.13M
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.68K
New
$207K - $243K
1.68K $308K

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