Purchases and Sales Made in Q2 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 Q2 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
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
518
+ 167.64%
$63.2K - $69.9K
827 $151K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
515
New
$62.8K - $69.5K
515 $94.2K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
513
+ 2.21%
$62.6K - $69.2K
23.7K $4.34M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
506
+ 1.5%
$61.7K - $68.2K
34.2K $6.25M
Aug 03, 2023 Q2 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
475
+ 0.64%
$57.9K - $64.1K
74.3K $13.6M
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
465
+ 18.57%
$56.7K - $62.7K
2.97K $543K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
461
+ 407.96%
$56.2K - $62.2K
574 $105K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
457
+ 3.18%
$55.7K - $61.6K
14.9K $2.72M
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
457
+ 1.07%
$55.7K - $61.6K
43.1K $7.89M
Aug 14, 2023 Q2 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
451
+ 9.84%
$55K - $60.8K
5.03K $921K
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
448
+ 16.05%
$54.6K - $60.4K
3.24K $593K
Aug 01, 2023 Q2 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
446
+ 4.81%
$54.4K - $60.2K
9.72K $1.78M
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
438
+ 0.86%
$53.4K - $59.1K
51.5K $9.42M
Jul 24, 2023 Q2 2023
Strong Box Wealth, LLC

BUY
 -
428
+ 1.63%
$52.2K - $57.7K
26.6K $4.87M
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
423
+ 12.63%
$51.6K - $57.1K
3.77K $690K
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
407
+ 0.3%
$49.6K - $54.9K
134K $24.6M
Jul 17, 2023 Q2 2023
Forte Asset Management LLC

BUY
 -
390
+ 0.96%
$47.6K - $52.6K
41K $7.5M
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
390
+ 12.04%
$47.6K - $52.6K
3.63K $664K
Aug 08, 2023 Q2 2023
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
380
+ 2.06%
$46.4K - $51.3K
18.8K $3.45M
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
370
+ 2.78%
$45.1K - $49.9K
13.7K $2.51M
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
367
+ 0.06%
$44.8K - $49.5K
654K $120M
Aug 15, 2023 Q2 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
365
+ 3.7%
$44.5K - $49.2K
10.2K $1.87M
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

BUY
 -
352
+ 1.76%
$42.9K - $47.5K
20.3K $3.72M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
330
New
$40.3K - $44.5K
330 $60.4K
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
314
+ 1.09%
$38.3K - $42.3K
29.1K $5.32M
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
304
+ 1.13%
$37.1K - $41K
27.2K $4.97M
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
299
+ 2.6%
$36.5K - $40.3K
11.8K $2.15M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
290
+ 56.97%
$35.4K - $39.1K
799 $146K
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
289
+ 2.59%
$35.3K - $39K
11.5K $2.1M
Jul 11, 2023 Q2 2023
Selective Wealth Management, Inc.

BUY
 -
279
+ 7.69%
$34K - $37.6K
3.91K $714K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
279
+ 2.75%
$34K - $37.6K
10.4K $1.91M
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
277
+ 75.48%
$33.8K - $37.4K
644 $118K
Aug 04, 2023 Q2 2023
Fortis Capital Management LLC

BUY
 -
274
+ 1.15%
$33.4K - $37K
24K $4.4M
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
271
New
$33.1K - $36.5K
271 $49.6K
Feb 07, 2024 Q2 2023
Provida Pension Fund Administrator

Santiago, F3
BUY
 -
268
New
$32.7K - $36.1K
268 $49K
Feb 05, 2024 Q2 2023
Provida Pension Fund Administrator

Santiago, F3
BUY
 -
268
New
$32.7K - $36.1K
268 $49K
Aug 04, 2023 Q2 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
266
+ 1.5%
$32.4K - $35.9K
18K $3.28M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
264
+ 1.18%
$32.2K - $35.6K
22.7K $4.14M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
260
New
$31.7K - $35.1K
260 $47.6K
Aug 09, 2023 Q2 2023
Mascoma Wealth Management LLC

BUY
 -
260
+ 4.49%
$31.7K - $35.1K
6.05K $1.11M
Aug 11, 2023 Q2 2023
Hemenway Trust CO LLC

BUY
 -
260
+ 14.86%
$31.7K - $35.1K
2.01K $368K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
256
New
$31.2K - $34.5K
256 $46.8K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
256
+ 9.16%
$31.2K - $34.5K
3.05K $558K
Aug 08, 2023 Q2 2023
Nvwm, LLC

BUY
 -
254
New
$31K - $34.3K
254 $46.5K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
244
+ 15.09%
$29.8K - $32.9K
1.86K $340K
Jul 21, 2023 Q2 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
232
+ 1.41%
$28.3K - $31.3K
16.7K $3.06M
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
220
+ 79.14%
$26.8K - $29.7K
498 $91.1K
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
219
+ 0.53%
$26.7K - $29.5K
41.2K $7.54M
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
212
+ 1.52%
$25.9K - $28.6K
14.2K $2.6M

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