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
Oct 26, 2022 Q1 2022
Balentine LLC

Atlanta, GA
BUY
 -
1.64K
+ 22.16%
$202K - $237K
9.02K $1.65M
May 13, 2022 Q1 2022
Hollow Brook Wealth Management LLC

BUY
 -
1.63K
New
$202K - $237K
1.63K $298K
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.62K
+ 19.01%
$200K - $235K
10.1K $1.85M
May 03, 2022 Q1 2022
Mount Yale Investment Advisors, LLC

BUY
 -
1.61K
New
$199K - $234K
1.61K $294K
May 06, 2022 Q1 2022
Buckingham Capital Management, Inc.

BUY
 -
1.59K
+ 4.72%
$196K - $230K
35.2K $6.44M
Apr 14, 2022 Q1 2022
Strong Box Wealth, LLC

BUY
 -
1.56K
+ 2.81%
$193K - $226K
57.1K $10.4M
Apr 08, 2022 Q1 2022
Nikulski Financial, Inc.

BUY
 -
1.56K
+ 33.52%
$193K - $226K
6.21K $1.14M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.56K
+ 6.19%
$192K - $226K
26.7K $4.88M
May 06, 2022 Q1 2022
Aspiriant, LLC

BUY
 -
1.55K
+ 82.49%
$192K - $225K
3.43K $627K
Apr 28, 2022 Q1 2022
Valeo Financial Advisors, LLC

BUY
 -
1.55K
+ 78.03%
$191K - $224K
3.53K $645K
May 13, 2022 Q1 2022
Verition Fund Management LLC

Greenwich, CT
BUY
 -
1.53K
New
$189K - $222K
1.53K $279K
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.53K
+ 60.12%
$189K - $222K
4.07K $744K
Apr 08, 2022 Q1 2022
Norway Savings Bank

BUY
 -
1.49K
+ 8.72%
$183K - $216K
18.5K $3.39M
Apr 18, 2022 Q1 2022
Sol Capital Management CO

BUY
 -
1.46K
+ 12.54%
$180K - $212K
13.1K $2.4M
May 13, 2022 Q1 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
1.45K
+ 1.15%
$179K - $210K
127K $23.2M
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.43K
+ 2.76%
$177K - $208K
53.3K $9.74M
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.39K
+ 443.45%
$171K - $201K
1.7K $311K
May 04, 2022 Q1 2022
Vista Wealth Management Group, LLC

BUY
 -
1.38K
+ 11.13%
$170K - $200K
13.8K $2.52M
Apr 14, 2022 Q1 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
1.35K
+ 1.41%
$167K - $196K
96.8K $17.7M
May 16, 2022 Q1 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
1.3K
+ 6.74%
$161K - $189K
20.6K $3.76M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.29K
+ 5.92%
$159K - $187K
23K $4.21M
Apr 28, 2022 Q1 2022
Midwest Heritage Bank, Fsb

BUY
 -
1.28K
+ 11.43%
$159K - $186K
12.5K $2.29M
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

BUY
 -
1.28K
+ 6.96%
$158K - $186K
19.7K $3.6M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
1.27K
+ 4.09%
$157K - $185K
32.4K $5.92M
Apr 13, 2022 Q1 2022
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
1.26K
New
$156K - $183K
1.26K $231K
Apr 14, 2022 Q1 2022
Diversified, LLC

BUY
 -
1.25K
+ 19.44%
$154K - $181K
7.66K $1.4M
May 12, 2022 Q1 2022
Madison Asset Management, LLC

Madison, WI
BUY
 -
1.21K
+ 2.6%
$150K - $176K
47.8K $8.75M
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

BUY
 -
1.21K
New
$150K - $176K
1.21K $222K
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.19K
+ 8.5%
$147K - $173K
15.2K $2.78M
Apr 14, 2022 Q1 2022
Cabot Wealth Management Inc

BUY
 -
1.19K
+ 5.18%
$147K - $173K
24.2K $4.42M
May 03, 2022 Q1 2022
Wolff Financial Management LLC

BUY
 -
1.18K
+ 6.07%
$145K - $171K
20.6K $3.76M
May 10, 2022 Q1 2022
Ascent Group, LLC

BUY
 -
1.17K
+ 15.21%
$144K - $169K
8.84K $1.62M
Apr 26, 2022 Q1 2022
Columbus Macro, LLC

BUY
 -
1.15K
+ 51.2%
$142K - $167K
3.4K $621K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.14K
+ 3.54%
$141K - $166K
33.4K $6.1M
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.14K
+ 39.52%
$141K - $166K
4.03K $737K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.12K
+ 11.21%
$138K - $162K
11.1K $2.03M
May 13, 2022 Q1 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.11K
+ 2.08%
$137K - $161K
54.4K $9.94M
May 04, 2022 Q1 2022
Wealth Dimensions Group, Ltd.

BUY
 -
1.1K
+ 14.76%
$136K - $160K
8.56K $1.57M
May 16, 2022 Q1 2022
Peddock Capital Advisors, LLC

BUY
 -
1.1K
+ 12.91%
$135K - $159K
9.59K $1.75M
Apr 19, 2022 Q1 2022
Farmers & Merchants Investments Inc

BUY
 -
1.06K
+ 14.81%
$131K - $154K
8.22K $1.5M
May 16, 2022 Q1 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
1.06K
+ 17.34%
$130K - $153K
7.15K $1.31M
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
1.01K
+ 61.82%
$125K - $147K
2.65K $485K
May 16, 2022 Q1 2022
Siena Capital LLC

Cincinnati, OH
BUY
 -
978
New
$121K - $142K
978 $179K
Apr 28, 2022 Q1 2022
Highview Capital Management LLC

BUY
 -
944
+ 24.99%
$117K - $137K
4.72K $864K
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
941
+ 1.91%
$116K - $137K
50.3K $9.2M
May 09, 2022 Q1 2022
Gw Henssler & Associates LTD

BUY
 -
901
+ 1.32%
$111K - $131K
69.2K $12.7M
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
883
+ 1.79%
$109K - $128K
50.2K $9.18M
Apr 08, 2022 Q1 2022
Acropolis Investment Management, LLC

BUY
 -
873
New
$108K - $127K
873 $160K
Apr 20, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
869
+ 0.62%
$107K - $126K
140K $25.6M

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