Purchases and Sales Made in Q1 2023 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 2023. 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, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
19+ 0.23% |
$2.15K - $2.4K
|
8.15K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17New |
$1.92K - $2.15K
|
17
$3.07K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.69% |
$1.92K - $2.15K
|
2.47K
$447K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
13+ 0.3% |
$1.47K - $1.64K
|
4.31K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 0.31% |
$1.47K - $1.64K
|
4.2K
$760K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.09% |
$1.47K - $1.64K
|
14.4K
$2.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
11New |
$1.25K - $1.39K
|
11
$1.99K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
8+ 800.0% |
$906 - $1.01K
|
9
$1.63K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
7+ 0.31% |
$793 - $883
|
2.28K
$412K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6+ 0.05% |
$679 - $757
|
12.1K
$2.18M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.29% |
$679 - $757
|
2.07K
$373K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6+ 0.06% |
$679 - $757
|
10.4K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4+ 0.11% |
$453 - $505
|
3.6K
$651K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3+ 0.15% |
$340 - $379
|
2.05K
$370K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$226 - $252
|
5.16K
$932K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2+ 0.02% |
$226 - $252
|
12.3K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.33% |
$113 - $126
|
304
$54.9K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.02% |
$113 - $126
|
6.53K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$113 - $126
|
2.83K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$113 - $126
|
1
$181
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$113 - $126
|
1.92K
$346K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.23% |
$113 - $126
|
427
$77.2K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$113 - $126
|
28.2K
$5.09M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.02% |
$113 - $126
|
5.38K
$972K
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$566 - $631
|
8.64K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 1.59% |
$566 - $631
|
309
$55.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 1.69% |
$679 - $757
|
350
$63.2K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8- 88.89% |
$906 - $1.01K
|
1
$181
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-12- 0.1% |
$1.36K - $1.51K
|
12.3K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.33% |
$1.47K - $1.64K
|
3.89K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-13- 0.09% |
$1.47K - $1.64K
|
14.4K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 1.72% |
$1.59K - $1.77K
|
799
$144K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-15- 0.08% |
$1.7K - $1.89K
|
17.7K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17- 0.5% |
$1.92K - $2.15K
|
3.36K
$607K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-19- 55.88% |
$2.15K - $2.4K
|
15
$2.71K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-21- 12.43% |
$2.38K - $2.65K
|
148
$26.7K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-25- 1.05% |
$2.83K - $3.16K
|
2.35K
$425K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-25- 2.51% |
$2.83K - $3.16K
|
972
$176K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-26- 6.81% |
$2.94K - $3.28K
|
356
$64.3K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-28- 0.12% |
$3.17K - $3.53K
|
23.8K
$4.29M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-30- 0.38% |
$3.4K - $3.79K
|
7.84K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30- 1.06% |
$3.4K - $3.79K
|
2.8K
$505K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-31- 0.23% |
$3.51K - $3.91K
|
13.7K
$2.47M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-34- 0.66% |
$3.85K - $4.29K
|
5.11K
$924K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-36- 0.76% |
$4.08K - $4.54K
|
4.68K
$845K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-38- 6.24% |
$4.3K - $4.8K
|
571
$103K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-42- 44.21% |
$4.76K - $5.3K
|
53
$9.58K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-43- 2.37% |
$4.87K - $5.43K
|
1.77K
$320K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-46- 2.47% |
$5.21K - $5.81K
|
1.82K
$328K
|