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 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-47- 0.14% |
$5.32K - $5.93K
|
32.5K
$5.88M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-49- 0.49% |
$5.55K - $6.18K
|
9.99K
$1.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-49- 0.8% |
$5.55K - $6.18K
|
6.09K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-52- 0.2% |
$5.89K - $6.56K
|
26.1K
$4.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-54- 2.77% |
$6.11K - $6.81K
|
1.9K
$342K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-56- 3.09% |
$6.34K - $7.07K
|
1.76K
$317K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-61- 2.86% |
$6.91K - $7.7K
|
2.07K
$374K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-62- 3.28% |
$7.02K - $7.82K
|
1.83K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-66- 7.17% |
$7.47K - $8.33K
|
854
$154K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-67- 0.88% |
$7.59K - $8.46K
|
7.55K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-71- 1.23% |
$8.04K - $8.96K
|
5.71K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-72- 1.24% |
$8.15K - $9.09K
|
5.72K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-92- 11.07% |
$10.4K - $11.6K
|
739
$134K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-94- 1.23% |
$10.6K - $11.9K
|
7.57K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-97- 2.07% |
$11K - $12.2K
|
4.58K
$828K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-107- 5.81% |
$12.1K - $13.5K
|
1.74K
$314K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-109- 4.59% |
$12.3K - $13.8K
|
2.27K
$410K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-109- 44.67% |
$12.3K - $13.8K
|
135
$24.4K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-110- 4.48% |
$12.5K - $13.9K
|
2.35K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-118- 3.16% |
$13.4K - $14.9K
|
3.62K
$654K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-121- 3.55% |
$13.7K - $15.3K
|
3.29K
$595K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-127- 7.28% |
$14.4K - $16K
|
1.62K
$292K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-130- 1.16% |
$14.7K - $16.4K
|
11K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-133- 6.94% |
$15.1K - $16.8K
|
1.78K
$322K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-134- 3.44% |
$15.2K - $16.9K
|
3.76K
$679K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-134- 6.45% |
$15.2K - $16.9K
|
1.94K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-140- 24.87% |
$15.9K - $17.7K
|
423
$76.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-142- 2.09% |
$16.1K - $17.9K
|
6.65K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-144- 1.97% |
$16.3K - $18.2K
|
7.17K
$1.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-146- 0.89% |
$16.5K - $18.4K
|
16.3K
$2.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-146- 0.9% |
$16.5K - $18.4K
|
16.1K
$2.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-147- 20.33% |
$16.6K - $18.6K
|
576
$104K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-157- 4.24% |
$17.8K - $19.8K
|
3.54K
$640K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-158- 1.91% |
$17.9K - $19.9K
|
8.12K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-163- 1.94% |
$18.5K - $20.6K
|
8.26K
$1.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-163- 0.94% |
$18.5K - $20.6K
|
17.3K
$3.12M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-174- 0.84% |
$19.7K - $22K
|
20.6K
$3.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-174- 3.99% |
$19.7K - $22K
|
4.19K
$757K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-178- 6.75% |
$20.2K - $22.5K
|
2.46K
$444K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-185- 10.07% |
$20.9K - $23.3K
|
1.65K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-185- 42.43% |
$20.9K - $23.3K
|
251
$45.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-189- 1.99% |
$21.4K - $23.9K
|
9.32K
$1.68M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-196- 57.65% |
$22.2K - $24.7K
|
144
$26K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-199- 48.66% |
$22.5K - $25.1K
|
210
$37.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-202- 2.03% |
$22.9K - $25.5K
|
9.76K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-207- 10.78% |
$23.4K - $26.1K
|
1.71K
$310K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-208- 4.48% |
$23.6K - $26.2K
|
4.44K
$802K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-215- 24.24% |
$24.3K - $27.1K
|
672
$121K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-215- 1.42% |
$24.3K - $27.1K
|
15K
$2.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-215- 0.63% |
$24.3K - $27.1K
|
33.8K
$6.1M
|