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 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
305+ 20.05% |
$37.7K - $44.3K
|
1.83K
$334K
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
304+ 7.35% |
$37.6K - $44.1K
|
4.44K
$812K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 179.64% |
$37.1K - $43.6K
|
467
$85.4K
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
291+ 9.99% |
$36K - $42.2K
|
3.21K
$586K
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
276+ 11.76% |
$34.1K - $40.1K
|
2.62K
$480K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
276+ 4.87% |
$34.1K - $40.1K
|
5.94K
$1.09M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
274+ 16.28% |
$33.9K - $39.8K
|
1.96K
$358K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
262+ 15.82% |
$32.4K - $38K
|
1.92K
$351K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
262+ 6.93% |
$32.4K - $38K
|
4.04K
$739K
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
BUY
|
- |
257+ 1.63% |
$31.8K - $37.3K
|
16.1K
$2.94M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
257+ 219.66% |
$31.8K - $37.3K
|
374
$68.4K
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
250+ 6.47% |
$30.9K - $36.3K
|
4.11K
$752K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
250New |
$30.9K - $36.3K
|
250
$45.7K
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
229+ 31.94% |
$28.3K - $33.2K
|
946
$173K
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
229+ 0.75% |
$28.3K - $33.2K
|
30.6K
$5.6M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
222+ 54.81% |
$27.4K - $32.2K
|
627
$115K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
222+ 54.81% |
$27.4K - $32.2K
|
627
$115K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
216+ 0.74% |
$26.7K - $31.4K
|
29.3K
$5.35M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
216+ 183.05% |
$26.7K - $31.4K
|
334
$61.1K
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
216+ 3.16% |
$26.7K - $31.4K
|
7.05K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
214+ 56.17% |
$26.4K - $31.1K
|
595
$109K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
197+ 3.29% |
$24.3K - $28.6K
|
6.18K
$1.13M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
195+ 1.41% |
$24.1K - $28.3K
|
14K
$2.57M
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
184+ 1.15% |
$22.7K - $26.7K
|
16.2K
$2.97M
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
180+ 54.38% |
$22.2K - $26.1K
|
511
$93.5K
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
175+ 9.62% |
$21.6K - $25.4K
|
2K
$365K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
173+ 10.47% |
$21.4K - $25.1K
|
1.83K
$334K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
166+ 13.57% |
$20.5K - $24.1K
|
1.39K
$254K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
163+ 12.12% |
$20.1K - $23.7K
|
1.51K
$276K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
162+ 4.56% |
$20K - $23.5K
|
3.71K
$679K
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
155+ 0.01% |
$19.2K - $22.5K
|
1.15M
$210M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
155+ 0.58% |
$19.2K - $22.5K
|
26.7K
$4.88M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
150New |
$18.5K - $21.8K
|
150
$27.4K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
150+ 0.82% |
$18.5K - $21.8K
|
18.5K
$3.39M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
150+ 3.49% |
$18.5K - $21.8K
|
4.44K
$813K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
144+ 4.1% |
$17.8K - $20.9K
|
3.66K
$669K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
143+ 9.45% |
$17.7K - $20.8K
|
1.66K
$303K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
129+ 0.36% |
$15.9K - $18.7K
|
36.4K
$6.66M
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
129+ 34.96% |
$15.9K - $18.7K
|
498
$91.1K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
127+ 42.76% |
$15.7K - $18.4K
|
424
$77.6K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
124+ 1.91% |
$15.3K - $18K
|
6.6K
$1.21M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
124+ 6.79% |
$15.3K - $18K
|
1.95K
$357K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
122+ 2.01% |
$15.1K - $17.7K
|
6.2K
$1.13M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
114+ 98.28% |
$14.1K - $16.5K
|
230
$42.1K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
113New |
$14K - $16.4K
|
113
$20.7K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
111+ 188.14% |
$13.7K - $16.1K
|
170
$31.1K
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
111+ 18.66% |
$13.7K - $16.1K
|
706
$129K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
107+ 4.61% |
$13.2K - $15.5K
|
2.43K
$444K
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
105+ 0.14% |
$13K - $15.2K
|
72.8K
$13.3M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
104+ 6.76% |
$12.8K - $15.1K
|
1.64K
$300K
|