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
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
31.4K
+ 19.25%
$3.83M - $4.23M
194K $35.6M
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
30.1K
New
$3.67M - $4.06M
30.1K $5.5M
Jul 31, 2023 Q2 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
30K
New
$3.66M - $4.04M
30K $5.48M
Aug 11, 2023 Q2 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
29.7K
New
$3.63M - $4.01M
29.7K $5.44M
Jul 24, 2023 Q2 2023
Legacy Financial Group LLC

BUY
 -
29.3K
+ 56.95%
$3.58M - $3.96M
80.8K $14.8M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
29K
+ 3.31%
$3.54M - $3.91M
905K $166M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
27.4K
New
$3.34M - $3.7M
27.4K $5.01M
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
25.8K
+ 13.72%
$3.15M - $3.48M
214K $39.1M
Aug 15, 2023 Q2 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
25.5K
+ 139.66%
$3.11M - $3.44M
43.8K $8.01M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
25K
+ 832.22%
$3.05M - $3.38M
28K $5.13M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
23.9K
+ 103.15%
$2.92M - $3.23M
47.1K $8.62M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
23.1K
+ 7.41%
$2.82M - $3.11M
335K $61.2M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
23K
+ 1350.5%
$2.81M - $3.11M
24.7K $4.52M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
22.9K
+ 21.22%
$2.8M - $3.09M
131K $24M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
22.2K
+ 365.16%
$2.71M - $3M
28.3K $5.18M
Jul 24, 2023 Q2 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
22.2K
+ 219.61%
$2.71M - $2.99M
32.3K $5.9M
Jul 28, 2023 Q2 2023
Invst, LLC

Indianapolis, IN
BUY
 -
21.9K
+ 18.36%
$2.68M - $2.96M
141K $25.9M
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
21.8K
+ 9.12%
$2.66M - $2.94M
261K $47.7M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
21.6K
+ 171.16%
$2.64M - $2.92M
34.3K $6.27M
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
21.1K
New
$2.57M - $2.84M
21.1K $3.86M
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
21K
+ 34.04%
$2.56M - $2.83M
82.5K $15.1M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
20.5K
+ 10.6%
$2.5M - $2.76M
214K $39.1M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
20.5K
+ 65.11%
$2.5M - $2.76M
51.9K $9.49M
Aug 08, 2023 Q2 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
20.3K
+ 7.47%
$2.48M - $2.74M
292K $53.5M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
20.2K
New
$2.46M - $2.72M
20.2K $3.69M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
20.2K
+ 16.02%
$2.46M - $2.72M
146K $26.7M
Jul 13, 2023 Q2 2023
Win Advisors, Inc

BUY
 -
19.8K
New
$2.42M - $2.67M
19.8K $3.62M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
19.5K
+ 35.47%
$2.38M - $2.63M
74.5K $13.6M
Jul 12, 2023 Q2 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
18.9K
New
$2.31M - $2.55M
18.9K $3.46M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
18.8K
New
$2.3M - $2.54M
18.8K $3.44M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
18.6K
+ 2.56%
$2.26M - $2.5M
742K $136M
Jul 19, 2023 Q2 2023
Highview Capital Management LLC

BUY
 -
18.4K
New
$2.25M - $2.49M
18.4K $3.37M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
18.2K
+ 12.15%
$2.22M - $2.46M
168K $30.8M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
18.1K
+ 6.9%
$2.2M - $2.44M
280K $51.2M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
17.9K
New
$2.19M - $2.42M
17.9K $3.28M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
17.9K
New
$2.19M - $2.42M
17.9K $3.28M
Aug 10, 2023 Q2 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
17.7K
New
$2.16M - $2.39M
17.7K $3.24M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
17.7K
New
$2.15M - $2.38M
17.7K $3.23M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
17.5K
+ 1.22%
$2.14M - $2.36M
1.46M $267M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
15.9K
+ 4.55%
$1.95M - $2.15M
366K $67M
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
15.7K
+ 7.38%
$1.91M - $2.12M
228K $41.8M
Aug 21, 2023 Q2 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
15.6K
+ 53.56%
$1.9M - $2.1M
44.6K $8.16M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
15.4K
+ 9.53%
$1.88M - $2.07M
177K $32.3M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
15.1K
+ 207.74%
$1.84M - $2.03M
22.3K $4.08M
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
15K
+ 4.3%
$1.83M - $2.02M
364K $66.5M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
14.6K
+ 460.02%
$1.79M - $1.98M
17.8K $3.26M
Apr 24, 2024 Q2 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
14.6K
+ 168.75%
$1.78M - $1.96M
23.2K $4.24M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
14.6K
New
$1.78M - $1.96M
14.6K $2.66M
Jul 17, 2023 Q2 2023
Madrona Financial Services, LLC

BUY
 -
14.3K
New
$1.75M - $1.93M
14.3K $2.62M

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