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
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
208
+ 11.57%
$25.4K - $28.1K
2.01K $367K
Aug 10, 2023 Q2 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
201
+ 5.55%
$24.5K - $27.1K
3.82K $699K
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
200
+ 5.62%
$24.4K - $27K
3.76K $687K
Jul 13, 2023 Q2 2023
Cabot Wealth Management Inc

BUY
 -
194
+ 0.69%
$23.7K - $26.2K
28.2K $5.16M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
192
+ 2.55%
$23.4K - $25.9K
7.74K $1.41M
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
192
+ 1.33%
$23.4K - $25.9K
14.6K $2.68M
Aug 02, 2023 Q2 2023
Keystone Financial Services

BUY
 -
183
+ 0.13%
$22.3K - $24.7K
138K $25.3M
Aug 07, 2023 Q2 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
174
+ 2.22%
$21.2K - $23.5K
8.01K $1.47M
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
159
+ 6.98%
$19.4K - $21.4K
2.44K $446K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
150
New
$18.3K - $20.2K
150 $27.4K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
136
+ 3.59%
$16.6K - $18.3K
3.93K $719K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
133
+ 5.66%
$16.2K - $17.9K
2.48K $454K
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
126
+ 257.14%
$15.4K - $17K
175 $32K
Aug 08, 2023 Q2 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
123
+ 0.49%
$15K - $16.6K
25.2K $4.61M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
120
+ 28.37%
$14.6K - $16.2K
543 $99.3K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
119
New
$14.5K - $16K
119 $21.8K
Aug 08, 2023 Q2 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
119
+ 3.54%
$14.5K - $16K
3.49K $637K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
115
+ 6.35%
$14K - $15.5K
1.93K $352K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
98
+ 9.06%
$12K - $13.2K
1.18K $216K
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
97
+ 2.7%
$11.8K - $13.1K
3.69K $674K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
96
+ 12.02%
$11.7K - $12.9K
895 $164K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
96
+ 2.72%
$11.7K - $12.9K
3.63K $664K
Aug 14, 2023 Q2 2023
Investors Research Corp

BUY
 -
96
+ 2.45%
$11.7K - $12.9K
4.01K $733K
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
94
+ 156.67%
$11.5K - $12.7K
154 $28.2K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
91
+ 1.37%
$11.1K - $12.3K
6.74K $1.23M
Jul 21, 2023 Q2 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
91
+ 1.29%
$11.1K - $12.3K
7.15K $1.31M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
90
+ 0.31%
$11K - $12.1K
28.7K $5.25M
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
89
New
$10.9K - $12K
89 $16.3K
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
88
+ 0.73%
$10.7K - $11.9K
12.1K $2.21M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
87
+ 0.11%
$10.6K - $11.7K
79.8K $14.6M
Aug 01, 2023 Q2 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
86
+ 1.24%
$10.5K - $11.6K
7.02K $1.28M
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
86
New
$10.5K - $11.6K
86 $15.7K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
75
+ 0.93%
$9.15K - $10.1K
8.18K $1.5M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
72
New
$8.78K - $9.71K
72 $13.2K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
69
+ 34.16%
$8.42K - $9.31K
271 $49.6K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
68
+ 2.2%
$8.29K - $9.17K
3.16K $578K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
67
+ 0.17%
$8.17K - $9.04K
39.6K $7.24M
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
67
New
$8.17K - $9.04K
67 $12.3K
Jul 26, 2023 Q2 2023
Hbc Financial Services, Pllc

BUY
 -
63
New
$7.68K - $8.5K
63 $11.5K
Jul 20, 2023 Q2 2023
Alpha Cubed Investments, LLC

BUY
 -
61
+ 2.05%
$7.44K - $8.23K
3.04K $556K
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
61
+ 0.41%
$7.44K - $8.23K
15K $2.74M
Jul 24, 2023 Q2 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
56
+ 0.34%
$6.83K - $7.55K
16.5K $3.02M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
54
+ 0.43%
$6.59K - $7.28K
12.6K $2.3M
Aug 07, 2023 Q2 2023
White Lighthouse Investment Management Inc.

BUY
 -
50
+ 1.23%
$6.1K - $6.74K
4.13K $755K
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
45
+ 1.73%
$5.49K - $6.07K
2.65K $484K
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
44
+ 1.38%
$5.37K - $5.93K
3.24K $593K
Aug 08, 2023 Q2 2023
Cnb Bank

Clearfield, PA
BUY
 -
44
+ 5.22%
$5.37K - $5.93K
887 $162K
Jul 10, 2023 Q2 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
33
+ 2.02%
$4.03K - $4.45K
1.67K $305K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
30
New
$3.66K - $4.05K
30 $5.49K

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