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
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
2.06K
New
$234K - $260K
2.06K $378K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.99K
+ 49.74%
$225K - $251K
5.99K $1.1M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.99K
+ 49.74%
$225K - $251K
5.99K $1.1M
May 15, 2023 Q1 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
1.95K
New
$221K - $246K
1.95K $357K
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
1.95K
New
$220K - $245K
1.95K $357K
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.94K
New
$220K - $245K
1.94K $356K
May 12, 2023 Q1 2023
Cadence Bank

Tupelo, MS
BUY
 -
1.93K
New
$219K - $244K
1.93K $354K
Apr 26, 2023 Q1 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
1.93K
New
$218K - $243K
1.93K $354K
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
1.89K
New
$214K - $239K
1.89K $347K
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.88K
New
$213K - $238K
1.88K $345K
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
1.84K
New
$208K - $232K
1.84K $337K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
1.83K
New
$207K - $231K
1.83K $335K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
1.81K
New
$205K - $229K
1.81K $332K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.8K
New
$203K - $227K
1.8K $329K
May 03, 2023 Q1 2023
Wells Financial Advisors Inc

BUY
 -
1.79K
+ 18.71%
$203K - $226K
11.4K $2.09M
May 03, 2023 Q1 2023
Northwest Capital Management Inc

BUY
 -
1.79K
New
$203K - $226K
1.79K $328K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.78K
New
$202K - $225K
1.78K $327K
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.76K
New
$200K - $222K
1.76K $323K
May 10, 2023 Q1 2023
Hemenway Trust CO LLC

BUY
 -
1.75K
New
$198K - $221K
1.75K $321K
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
1.74K
+ 32.81%
$197K - $220K
7.04K $1.29M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
1.71K
New
$193K - $215K
1.71K $313K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
1.7K
+ 27.79%
$192K - $214K
7.81K $1.43M
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
1.67K
New
$189K - $211K
1.67K $307K
Apr 28, 2023 Q1 2023
Klingenstein Fields & CO LP

BUY
 -
1.66K
New
$188K - $209K
1.66K $304K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
1.65K
New
$187K - $208K
1.65K $302K
May 09, 2023 Q1 2023
Hollow Brook Wealth Management LLC

BUY
 -
1.63K
New
$185K - $206K
1.63K $299K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
1.63K
New
$184K - $205K
1.63K $298K
Apr 20, 2023 Q1 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
1.62K
New
$183K - $204K
1.62K $297K
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.6K
+ 2.67%
$181K - $202K
61.6K $11.3M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.54K
+ 7.92%
$174K - $194K
20.9K $3.84M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
1.53K
+ 45.32%
$173K - $193K
4.91K $900K
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
1.53K
+ 10.52%
$173K - $192K
16K $2.94M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.45K
+ 9.59%
$165K - $183K
16.6K $3.05M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
1.43K
+ 3.03%
$162K - $181K
48.7K $8.94M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.43K
+ 9.73%
$162K - $180K
16.1K $2.96M
Apr 10, 2023 Q1 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
1.43K
+ 35.93%
$162K - $180K
5.4K $991K
Apr 12, 2023 Q1 2023
Trinity Wealth Management, LLC

BUY
 -
1.43K
+ 1.4%
$161K - $180K
103K $19M
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
1.42K
New
$161K - $180K
1.42K $261K
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
1.42K
+ 5.48%
$161K - $179K
27.3K $5.01M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
1.36K
+ 55.71%
$154K - $171K
3.79K $695K
May 15, 2023 Q1 2023
Prism Advisors, Inc.

BUY
 -
1.34K
+ 1.13%
$152K - $169K
120K $22.1M
May 11, 2023 Q1 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
1.3K
+ 0.97%
$147K - $163K
134K $24.6M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.25K
+ 22.6%
$142K - $158K
6.78K $1.24M
Oct 16, 2023 Q1 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
1.25K
+ 0.31%
$141K - $158K
398K $73M
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
1.24K
+ 4.16%
$140K - $156K
31K $5.68M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
1.21K
+ 8053.33%
$137K - $152K
1.22K $224K
Apr 24, 2023 Q1 2023
Davidson Trust CO

BUY
 -
1.16K
+ 55.62%
$131K - $146K
3.24K $594K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
1.12K
+ 49.67%
$126K - $141K
3.37K $617K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
1.06K
+ 21.05%
$120K - $134K
6.09K $1.12M

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