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
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-22
- 0.37%
$2.68K - $2.97K
5.96K $1.09M
Jul 17, 2023 Q2 2023
Mbe Wealth Management, LLC

SELL
 -
-23
- 0.24%
$2.81K - $3.1K
9.59K $1.75M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

SELL
 -
-24
- 7.89%
$2.93K - $3.24K
280 $51.2K
Jul 26, 2023 Q2 2023
Diversified, LLC

SELL
 -
-24
- 0.32%
$2.93K - $3.24K
7.44K $1.36M
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

SELL
 -
-27
- 1.66%
$3.29K - $3.64K
1.6K $292K
Jul 21, 2023 Q2 2023
Bernardo Wealth Planning LLC

SELL
 -
-29
- 0.44%
$3.54K - $3.91K
6.51K $1.19M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-31
- 0.06%
$3.78K - $4.18K
51.8K $9.47M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

SELL
 -
-32
- 1.22%
$3.9K - $4.32K
2.58K $472K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-35
- 30.17%
$4.27K - $4.72K
81 $14.8K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

SELL
 -
-36
- 1.2%
$4.39K - $4.86K
2.98K $544K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-41
- 1.66%
$5K - $5.53K
2.43K $445K
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

SELL
 -
-42
- 0.68%
$5.12K - $5.66K
6.1K $1.12M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

SELL
 -
-42
- 6.25%
$5.12K - $5.66K
630 $115K
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

SELL
 -
-43
- 0.9%
$5.25K - $5.8K
4.74K $867K
Jul 26, 2023 Q2 2023
Latitude Advisors, LLC

SELL
 -
-44
- 2.05%
$5.37K - $5.93K
2.1K $385K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-44
- 0.65%
$5.37K - $5.93K
6.74K $1.23M
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-45
- 0.45%
$5.49K - $6.07K
9.95K $1.82M
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

SELL
 -
-46
- 1.1%
$5.61K - $6.2K
4.14K $758K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

SELL
 -
-47
- 1.69%
$5.73K - $6.34K
2.73K $500K
Dec 20, 2023 Q2 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-51
Closed
$6.22K - $6.88K
0 $0
Jul 27, 2023 Q2 2023
Yarger Wealth Strategies, LLC

Westerville, OH
SELL
 -
-53
- 1.4%
$6.46K - $7.15K
3.74K $683K
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
SELL
 -
-54
- 0.26%
$6.59K - $7.28K
20.9K $3.82M
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

SELL
 -
-56
- 2.88%
$6.83K - $7.55K
1.89K $345K
Jul 26, 2023 Q2 2023
Western Financial Corp/Ca

San Diego, CA
SELL
 -
-59
- 1.45%
$7.2K - $7.96K
4.01K $733K
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

SELL
 -
-61
- 2.98%
$7.44K - $8.23K
1.99K $364K
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

SELL
 -
-67
- 0.32%
$8.17K - $9.04K
20.6K $3.76M
Aug 07, 2023 Q2 2023
Waddell & Associates, LLC

SELL
 -
-71
- 2.07%
$8.66K - $9.58K
3.36K $615K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

SELL
 -
-73
- 4.09%
$8.9K - $9.85K
1.71K $313K
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-80
- 0.34%
$9.76K - $10.8K
23.7K $4.33M
Jul 26, 2023 Q2 2023
Midwest Heritage Bank, Fsb

SELL
 -
-87
- 0.97%
$10.6K - $11.7K
8.91K $1.63M
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-93
- 0.74%
$11.3K - $12.5K
12.4K $2.27M
Aug 11, 2023 Q2 2023
Flc Capital Advisors

SELL
 -
-95
- 1.66%
$11.6K - $12.8K
5.62K $1.03M
Aug 14, 2023 Q2 2023
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-100
- 6.62%
$12.2K - $13.5K
1.41K $258K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-102
- 1.82%
$12.4K - $13.8K
5.51K $1.01M
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-113
- 0.73%
$13.8K - $15.2K
15.3K $2.8M
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

SELL
 -
-114
- 2.33%
$13.9K - $15.4K
4.77K $873K
Jul 25, 2023 Q2 2023
Smart Money Group LLC

SELL
 -
-115
- 0.82%
$14K - $15.5K
14K $2.55M
Aug 10, 2023 Q2 2023
Davidson Trust CO

SELL
 -
-116
- 3.58%
$14.1K - $15.6K
3.12K $571K
Aug 14, 2023 Q2 2023
Wealth Dimensions Group, Ltd.

SELL
 -
-120
- 1.44%
$14.6K - $16.2K
8.24K $1.51M
Jul 14, 2023 Q2 2023
Cfm Wealth Partners LLC

SELL
 -
-136
- 0.91%
$16.6K - $18.3K
14.8K $2.71M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-138
- 0.28%
$16.8K - $18.6K
48.4K $8.86M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-139
- 6.73%
$17K - $18.7K
1.93K $352K
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-141
- 0.82%
$17.2K - $19K
17.1K $3.13M
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-145
- 7.03%
$17.7K - $19.6K
1.92K $351K
Jul 26, 2023 Q2 2023
Ballentine Partners, LLC

Waltham, MA
SELL
 -
-150
- 7.96%
$18.3K - $20.2K
1.73K $317K
Aug 14, 2023 Q2 2023
Cadence Bank

Tupelo, MS
SELL
 -
-153
- 7.93%
$18.7K - $20.6K
1.78K $325K
Jul 17, 2023 Q2 2023
Leading Edge Financial Planning LLC

Knoxville, TN
SELL
 -
-154
- 2.33%
$18.8K - $20.8K
6.46K $1.18M
Jul 26, 2023 Q2 2023
Goelzer Investment Management, Inc.

SELL
 -
-160
- 3.98%
$19.5K - $21.6K
3.86K $706K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
SELL
 -
-161
- 0.2%
$19.6K - $21.7K
81.5K $14.9M

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