Purchases and Sales Made in Q2 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.7K- 7.99% |
$727K - $910K
|
77.1K
$13.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.94K- 6.97% |
$753K - $943K
|
92.7K
$16.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.16K- 46.2% |
$777K - $974K
|
8.34K
$1.51M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.36K- 20.9% |
$799K - $1M
|
27.9K
$5.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7.4K- 7.64% |
$803K - $1.01M
|
89.4K
$16.2M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-7.48K- 8.31% |
$812K - $1.02M
|
82.5K
$14.9M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.65K- 5.42% |
$831K - $1.04M
|
133K
$24.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.97K- 2.78% |
$865K - $1.08M
|
279K
$50.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-8.3K- 45.52% |
$901K - $1.13M
|
9.94K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-8.67KClosed |
$941K - $1.18M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.85K- 18.95% |
$961K - $1.2M
|
37.8K
$6.84M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-9.26K- 52.95% |
$1.01M - $1.26M
|
8.23K
$1.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.53K- 9.79% |
$1.03M - $1.3M
|
87.8K
$15.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-9.91K- 58.74% |
$1.08M - $1.35M
|
6.96K
$1.26M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-10.1K- 2.16% |
$1.09M - $1.37M
|
456K
$82.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-10.6K- 5.51% |
$1.15M - $1.45M
|
182K
$32.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-11.2K- 5.88% |
$1.22M - $1.53M
|
180K
$32.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Performa LTD (Us), LLC
|
SELL
|
- |
-11.4K- 24.51% |
$1.23M - $1.55M
|
35K
$6.33M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.7K- 23.39% |
$1.27M - $1.59M
|
38.3K
$6.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-11.8K- 49.12% |
$1.29M - $1.61M
|
12.3K
$2.22M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-12K- 18.74% |
$1.3M - $1.63M
|
51.9K
$9.38M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-12K- 29.38% |
$1.3M - $1.63M
|
28.9K
$5.22M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.2K- 21.94% |
$1.43M - $1.79M
|
46.9K
$8.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-13.5KClosed |
$1.46M - $1.83M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-14.6K- 25.02% |
$1.58M - $1.98M
|
43.7K
$7.89M
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-14.6K- 11.93% |
$1.59M - $1.99M
|
108K
$19.5M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-15.3K- 7.87% |
$1.67M - $2.09M
|
180K
$32.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.5K- 20.89% |
$1.69M - $2.11M
|
58.9K
$10.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-15.7KClosed |
$1.71M - $2.14M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-16.1K- 88.97% |
$1.75M - $2.19M
|
2K
$361K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 7.42% |
$1.76M - $2.21M
|
202K
$36.6M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-16.3K- 2.05% |
$1.77M - $2.22M
|
780K
$141M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17.3K- 47.02% |
$1.88M - $2.36M
|
19.5K
$3.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-17.4K- 19.81% |
$1.88M - $2.36M
|
70.3K
$12.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 13.51% |
$1.95M - $2.44M
|
115K
$20.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-18.6K- 3.75% |
$2.02M - $2.53M
|
478K
$86.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-19.1K- 32.9% |
$2.07M - $2.6M
|
38.9K
$7.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.2K- 4.7% |
$2.09M - $2.61M
|
389K
$70.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-19.5K- 16.73% |
$2.11M - $2.65M
|
96.9K
$17.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-19.6K- 62.5% |
$2.13M - $2.67M
|
11.8K
$2.13M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.7K- 29.23% |
$2.14M - $2.68M
|
47.6K
$8.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-20.4K- 6.65% |
$2.21M - $2.77M
|
286K
$51.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-20.9K- 19.56% |
$2.27M - $2.84M
|
85.9K
$15.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 50.5% |
$2.58M - $3.23M
|
23.3K
$4.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-24.5K- 30.4% |
$2.66M - $3.33M
|
56.1K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-25.1K- 32.16% |
$2.72M - $3.41M
|
52.9K
$9.56M
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-26.1KClosed |
$2.83M - $3.54M
|
0
$0
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-26.3K- 54.25% |
$2.86M - $3.58M
|
22.2K
$4.01M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-26.5K- 17.94% |
$2.88M - $3.6M
|
121K
$21.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27.5K- 3.79% |
$2.99M - $3.74M
|
699K
$126M
|