Purchases and Sales Made in Q1 2023 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 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 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
8.43K
+ 10.92%
$955K - $1.06M
85.7K $15.5M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
8.37K
+ 473.53%
$948K - $1.06M
10.1K $1.83M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
8.25K
New
$934K - $1.04M
8.25K $1.49M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
8.13K
+ 523.42%
$921K - $1.03M
9.69K $1.75M
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
8.05K
New
$911K - $1.02M
8.05K $1.45M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
7.97K
+ 5993.23%
$903K - $1.01M
8.1K $1.46M
May 04, 2023 Q1 2023
Vista Wealth Management Group, LLC

BUY
 -
7.91K
+ 27.23%
$896K - $998K
37K $6.68M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
7.83K
New
$887K - $989K
7.83K $1.42M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
7.77K
+ 31.13%
$879K - $980K
32.7K $5.91M
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
7.54K
New
$854K - $952K
7.54K $1.36M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
7.32K
+ 90.46%
$829K - $924K
15.4K $2.79M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
7.25K
New
$821K - $915K
7.25K $1.31M
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
7.17K
+ 35845.0%
$812K - $905K
7.19K $1.3M
Apr 27, 2023 Q1 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
7.06K
New
$799K - $890K
7.06K $1.27M
Apr 19, 2023 Q1 2023
Windsor Group LTD

BUY
 -
6.96K
+ 8.25%
$788K - $878K
91.3K $16.5M
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
6.89K
New
$780K - $870K
6.89K $1.25M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
6.78K
+ 6.36%
$767K - $855K
113K $20.5M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
6.73K
+ 96100.0%
$762K - $849K
6.73K $1.22M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
6.7K
+ 93.46%
$759K - $846K
13.9K $2.51M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
6.48K
+ 27.44%
$734K - $818K
30.1K $5.44M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
6.44K
+ 3.12%
$729K - $812K
213K $38.4M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.36K
+ 101.45%
$721K - $803K
12.6K $2.28M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
6.31K
+ 17.77%
$715K - $796K
41.8K $7.56M
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
6.18K
+ 285.33%
$700K - $780K
8.35K $1.51M
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
6.18K
+ 75.14%
$699K - $779K
14.4K $2.6M
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
6.14K
New
$695K - $775K
6.14K $1.11M
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
5.78K
+ 156.54%
$654K - $729K
9.47K $1.71M
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
5.68K
+ 1.46%
$643K - $716K
393K $71.1M
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
5.65K
+ 188166.67%
$639K - $712K
5.65K $1.02M
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
5.64K
+ 291.82%
$638K - $711K
7.57K $1.37M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
5.53K
+ 173.87%
$626K - $698K
8.71K $1.57M
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
5.47K
+ 198.26%
$619K - $690K
8.22K $1.49M
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
5.11K
+ 58.91%
$578K - $644K
13.8K $2.49M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
5.08K
New
$575K - $641K
5.08K $918K
May 15, 2023 Q1 2023
Soundwatch Capital LLC

New York, NY
BUY
 -
4.84K
New
$548K - $611K
4.84K $875K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
4.8K
+ 6.0%
$543K - $605K
84.8K $15.3M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
4.65K
New
$526K - $586K
4.65K $840K
Apr 06, 2023 Q1 2023
Veracity Capital LLC

BUY
 -
4.62K
New
$523K - $583K
4.62K $835K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
4.56K
+ 1.97%
$516K - $575K
235K $42.5M
May 03, 2023 Q1 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
4.52K
New
$512K - $570K
4.52K $817K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
4.31K
+ 163.59%
$488K - $544K
6.95K $1.26M
May 01, 2023 Q1 2023
Lutz Financial Services LLC

BUY
 -
4.24K
+ 6.43%
$480K - $534K
70.1K $12.7M
Apr 18, 2023 Q1 2023
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
BUY
 -
4.13K
+ 5.91%
$467K - $521K
74K $13.4M
Apr 19, 2023 Q1 2023
Western Financial Corp/Ca

San Diego, CA
BUY
 -
4.07K
New
$460K - $513K
4.07K $735K
Apr 07, 2023 Q1 2023
Wade Financial Advisory, Inc

BUY
 -
4.02K
+ 4.84%
$456K - $508K
87.2K $15.8M
May 05, 2023 Q1 2023
3 D/L Capital Management, LLC

BUY
 -
3.96K
New
$448K - $499K
3.96K $715K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
3.88K
+ 24.01%
$439K - $489K
20K $3.62M
May 09, 2023 Q1 2023
Armbruster Capital Management, Inc.

BUY
 -
3.87K
+ 2.48%
$439K - $489K
160K $28.9M
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.87K
New
$438K - $488K
3.87K $698K

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