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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
32.9KNew |
$3.73M - $4.16M
|
32.9K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.6K+ 187.05% |
$3.7M - $4.12M
|
50.1K
$9.18M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
31.9K+ 192.12% |
$3.62M - $4.03M
|
48.6K
$8.9M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
30.8KNew |
$3.49M - $3.88M
|
30.8K
$5.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
30.2K+ 23.16% |
$3.42M - $3.81M
|
161K
$29.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
29.6KNew |
$3.35M - $3.73M
|
29.6K
$5.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
29.1KNew |
$3.29M - $3.67M
|
29.1K
$5.33M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
29.1KNew |
$3.29M - $3.67M
|
29.1K
$5.33M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28.8KNew |
$3.26M - $3.63M
|
28.8K
$5.28M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
28.8KNew |
$3.26M - $3.63M
|
28.8K
$5.28M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
28.1KNew |
$3.18M - $3.55M
|
28.1K
$5.16M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
27.4K+ 56.94% |
$3.1M - $3.45M
|
75.4K
$13.8M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
27.2K+ 41.72% |
$3.08M - $3.43M
|
92.4K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26.1K+ 102.79% |
$2.96M - $3.29M
|
51.5K
$9.44M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.5K+ 111.24% |
$2.89M - $3.22M
|
48.4K
$8.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
25.4K+ 18.66% |
$2.88M - $3.21M
|
162K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 8222.85% |
$2.81M - $3.13M
|
25.1K
$4.61M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24KNew |
$2.72M - $3.03M
|
24K
$4.4M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.7KNew |
$2.68M - $2.99M
|
23.7K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.5K+ 5.36% |
$2.66M - $2.97M
|
462K
$84.8M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.2KNew |
$2.63M - $2.93M
|
23.2K
$4.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
22.4K+ 192.86% |
$2.53M - $2.82M
|
34K
$6.23M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
22.2K+ 12.75% |
$2.51M - $2.8M
|
196K
$36M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
21.4K+ 188.8% |
$2.42M - $2.7M
|
32.7K
$5.99M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
20.6KNew |
$2.33M - $2.6M
|
20.6K
$3.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20.4K+ 48.19% |
$2.31M - $2.57M
|
62.7K
$11.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
20.4KNew |
$2.31M - $2.57M
|
20.4K
$3.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
19.9K+ 17.4% |
$2.25M - $2.51M
|
134K
$24.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19.5K+ 674.6% |
$2.21M - $2.46M
|
22.4K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.5K+ 3.99% |
$2.21M - $2.46M
|
508K
$93.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.9K+ 33.62% |
$2.14M - $2.39M
|
75.2K
$13.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3KNew |
$2.08M - $2.32M
|
18.3K
$3.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17.9KNew |
$2.02M - $2.25M
|
17.9K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17.6K+ 15452.63% |
$1.99M - $2.22M
|
17.7K
$3.25M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5KNew |
$1.98M - $2.21M
|
17.5K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.4K+ 28.29% |
$1.97M - $2.2M
|
79K
$14.5M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 9.9% |
$1.97M - $2.2M
|
193K
$35.4M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.4K+ 62.29% |
$1.97M - $2.19M
|
45.2K
$8.29M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17.3KNew |
$1.95M - $2.18M
|
17.3K
$3.16M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
17K+ 7.24% |
$1.93M - $2.15M
|
252K
$46.2M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.8K+ 20278.31% |
$1.91M - $2.12M
|
16.9K
$3.1M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.6K+ 732.99% |
$1.88M - $2.09M
|
18.8K
$3.45M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
16.5KNew |
$1.87M - $2.08M
|
16.5K
$3.03M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
16.1K+ 61.02% |
$1.82M - $2.03M
|
42.5K
$7.79M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
16.1KNew |
$1.82M - $2.03M
|
16.1K
$2.95M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.8K+ 477.58% |
$1.78M - $1.99M
|
19.1K
$3.49M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
15.4KNew |
$1.75M - $1.95M
|
15.4K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15.1K+ 81.33% |
$1.71M - $1.91M
|
33.7K
$6.17M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15K+ 289.3% |
$1.7M - $1.89M
|
20.2K
$3.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
15KNew |
$1.7M - $1.89M
|
15K
$2.75M
|