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 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.04K+ 71.17% |
$118K - $132K
|
2.51K
$454K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.02KNew |
$115K - $128K
|
1.02K
$184K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
940+ 0.5% |
$106K - $119K
|
188K
$34M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
937+ 4.76% |
$106K - $118K
|
20.6K
$3.73M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
900New |
$102K - $114K
|
900
$163K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
885+ 45.43% |
$100K - $112K
|
2.83K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
868+ 1.87% |
$98.3K - $110K
|
47.3K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
842+ 6.84% |
$95.3K - $106K
|
13.2K
$2.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
769+ 13.15% |
$87.1K - $97K
|
6.62K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
744+ 1.8% |
$84.2K - $93.9K
|
42K
$7.58M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
690+ 11.26% |
$78.1K - $87.1K
|
6.82K
$1.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
658+ 0.97% |
$74.5K - $83K
|
68.6K
$12.4M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
645+ 32.69% |
$73K - $81.4K
|
2.62K
$473K
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
612+ 16.61% |
$69.3K - $77.2K
|
4.3K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
591+ 4.67% |
$66.9K - $74.6K
|
13.2K
$2.39M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
558+ 5.16% |
$63.2K - $70.4K
|
11.4K
$2.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
553+ 2.93% |
$62.6K - $69.8K
|
19.4K
$3.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
547+ 10.1% |
$61.9K - $69K
|
5.96K
$1.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
540+ 2.6% |
$61.1K - $68.1K
|
21.3K
$3.85M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
521+ 17.02% |
$59K - $65.8K
|
3.58K
$647K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
519+ 0.71% |
$58.8K - $65.5K
|
73.4K
$13.3M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
505+ 6.35% |
$57.2K - $63.7K
|
8.46K
$1.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
457+ 0.23% |
$51.7K - $57.7K
|
203K
$36.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
455+ 1.23% |
$51.5K - $57.4K
|
37.5K
$6.78M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
450+ 454.55% |
$51K - $56.8K
|
549
$99.2K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
427+ 4.06% |
$48.3K - $53.9K
|
11K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
419+ 22.39% |
$47.4K - $52.9K
|
2.29K
$414K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
397+ 25.93% |
$45K - $50.1K
|
1.93K
$348K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
396+ 0.43% |
$44.8K - $50K
|
92.6K
$16.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
390New |
$44.2K - $49.2K
|
390
$70.5K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
383+ 35.17% |
$43.4K - $48.3K
|
1.47K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
374+ 5.7% |
$42.3K - $47.2K
|
6.93K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
368+ 0.39% |
$41.7K - $46.4K
|
94.1K
$17M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
345+ 1.72% |
$39.1K - $43.5K
|
20.4K
$3.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
300+ 8.0% |
$34K - $37.9K
|
4.05K
$732K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
294+ 1.79% |
$33.3K - $37.1K
|
16.7K
$3.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
285New |
$32.3K - $36K
|
285
$51.5K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
282+ 1.09% |
$31.9K - $35.6K
|
26.2K
$4.74M
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
268New |
$30.3K - $33.8K
|
268
$48.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
244+ 5.99% |
$27.6K - $30.8K
|
4.32K
$780K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
243+ 3.67% |
$27.5K - $30.7K
|
6.87K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
212New |
$24K - $26.8K
|
212
$38.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
209+ 0.17% |
$23.7K - $26.4K
|
123K
$22.3M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
202New |
$22.9K - $25.5K
|
202
$36.5K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
192+ 4.09% |
$21.7K - $24.2K
|
4.89K
$883K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
184New |
$20.8K - $23.2K
|
184
$33.2K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
171+ 19.77% |
$19.4K - $21.6K
|
1.04K
$187K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
169+ 0.79% |
$19.1K - $21.3K
|
21.7K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
169+ 0.79% |
$19.1K - $21.3K
|
21.7K
$3.91M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
167+ 1.68% |
$18.9K - $21.1K
|
10.1K
$1.82M
|