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
|
Betterment LLC
New York, NY |
BUY
|
- |
3.82K+ 80.77% |
$433K - $482K
|
8.55K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
3.82K+ 16.4% |
$433K - $482K
|
27.1K
$4.97M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.82K+ 1.1% |
$432K - $482K
|
350K
$64.2M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.82KNew |
$432K - $482K
|
3.82K
$700K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.78K+ 129.36% |
$428K - $477K
|
6.7K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.77KNew |
$427K - $475K
|
3.77K
$691K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.75K+ 5.28% |
$425K - $474K
|
74.8K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.6K+ 7.79% |
$408K - $454K
|
49.8K
$9.13M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.59K+ 3.88% |
$406K - $452K
|
96K
$17.6M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.56K+ 144.31% |
$403K - $450K
|
6.03K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.55K+ 46.65% |
$402K - $448K
|
11.2K
$2.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.5K+ 0.91% |
$396K - $441K
|
386K
$70.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.49KNew |
$395K - $440K
|
3.49K
$640K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.47KNew |
$393K - $438K
|
3.47K
$636K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 185.77% |
$389K - $433K
|
5.28K
$968K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.37KNew |
$382K - $426K
|
3.37K
$619K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.37KNew |
$381K - $425K
|
3.37K
$617K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.23K+ 2.23% |
$366K - $407K
|
148K
$27.2M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.18K+ 0.71% |
$360K - $401K
|
453K
$83.1M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.17K+ 64.56% |
$359K - $400K
|
8.08K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
3.14K+ 16.17% |
$355K - $396K
|
22.5K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.03K+ 0.93% |
$343K - $383K
|
329K
$60.3M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.01KNew |
$341K - $380K
|
3.01K
$552K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.99K+ 4.92% |
$338K - $377K
|
63.7K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.93K+ 955.37% |
$332K - $370K
|
3.24K
$594K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.92KNew |
$331K - $369K
|
2.92K
$536K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
2.9KNew |
$328K - $366K
|
2.9K
$532K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.88K+ 670.86% |
$326K - $363K
|
3.31K
$606K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.86K+ 23.9% |
$324K - $361K
|
14.8K
$2.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.83K+ 11.26% |
$321K - $358K
|
28K
$5.13M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.8K+ 4.42% |
$317K - $354K
|
66.2K
$12.1M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.8K+ 4.42% |
$317K - $354K
|
66.2K
$12.1M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.79K+ 35.65% |
$316K - $353K
|
10.6K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.79K+ 3.73% |
$316K - $352K
|
77.7K
$14.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.73KNew |
$309K - $344K
|
2.73K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
2.6KNew |
$295K - $328K
|
2.6K
$477K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.6K+ 19.37% |
$294K - $328K
|
16K
$2.94M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.55K+ 2.5% |
$289K - $322K
|
105K
$19.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
2.5KNew |
$284K - $316K
|
2.5K
$459K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.47KNew |
$279K - $311K
|
2.47K
$452K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2.36K+ 120.09% |
$267K - $297K
|
4.32K
$791K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.35KNew |
$266K - $297K
|
2.35K
$431K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.32KNew |
$262K - $292K
|
2.32K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.32KNew |
$262K - $292K
|
2.32K
$424K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.31K+ 12.17% |
$261K - $291K
|
21.2K
$3.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
2.28K+ 9.3% |
$259K - $288K
|
26.9K
$4.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.28K+ 64.07% |
$258K - $288K
|
5.84K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.28KNew |
$258K - $288K
|
2.28K
$418K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.15KNew |
$243K - $271K
|
2.15K
$394K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.07K+ 37.86% |
$235K - $261K
|
7.55K
$1.38M
|