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
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
2.6K
New
$318K - $351K
2.6K $476K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.6K
+ 2.71%
$317K - $351K
98.6K $18M
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
2.59K
New
$316K - $350K
2.59K $474K
Jul 06, 2023 Q2 2023
Stonehearth Capital Management, LLC

BUY
 -
2.57K
+ 2.46%
$314K - $347K
107K $19.6M
Jul 20, 2023 Q2 2023
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
2.55K
New
$311K - $344K
2.55K $467K
Jul 21, 2023 Q2 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
2.52K
+ 20.94%
$308K - $340K
14.6K $2.66M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
2.49K
+ 91.34%
$304K - $336K
5.21K $954K
Jul 17, 2023 Q2 2023
Willis Johnson & Associates, Inc.

BUY
 -
2.45K
New
$298K - $330K
2.45K $447K
Aug 02, 2023 Q2 2023
Gw Henssler & Associates LTD

BUY
 -
2.44K
+ 3.51%
$298K - $329K
72K $13.2M
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2.42K
New
$295K - $326K
2.42K $442K
Aug 10, 2023 Q2 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
2.39K
+ 7.21%
$292K - $322K
35.6K $6.5M
Jul 18, 2023 Q2 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
2.37K
+ 1.77%
$289K - $320K
137K $25M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2.37K
+ 32.56%
$289K - $319K
9.64K $1.76M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2.33K
New
$284K - $314K
2.33K $426K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.31K
+ 13.93%
$282K - $312K
18.9K $3.46M
Jul 12, 2023 Q2 2023
One Advisory Partners, LLC

BUY
 -
2.31K
+ 1.86%
$281K - $311K
126K $23M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
2.29K
New
$279K - $309K
2.29K $419K
Aug 14, 2023 Q2 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
2.29K
New
$279K - $308K
2.29K $418K
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
2.28K
+ 2.62%
$279K - $308K
89.6K $16.4M
Aug 15, 2023 Q2 2023
Staley Capital Advisers Inc

BUY
 -
2.23K
New
$272K - $301K
2.23K $408K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.23K
+ 0.97%
$272K - $301K
233K $42.6M
Aug 14, 2023 Q2 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
2.23K
New
$272K - $300K
2.23K $407K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
2.22K
+ 19.54%
$271K - $300K
13.6K $2.49M
Jul 06, 2023 Q2 2023
Dentgroup LLC

BUY
 -
2.14K
+ 15.99%
$261K - $289K
15.5K $2.84M
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
2.13K
+ 2.06%
$260K - $287K
106K $19.3M
Aug 09, 2023 Q2 2023
Running Point Capital Advisors, LLC

BUY
 -
2.13K
+ 2.3%
$260K - $287K
94.8K $17.3M
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
2.12K
+ 6.73%
$258K - $285K
33.6K $6.14M
Aug 04, 2023 Q2 2023
Performa LTD (Us), LLC

BUY
 -
2.11K
+ 5.03%
$257K - $285K
44.1K $8.06M
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
2.1K
New
$256K - $283K
2.1K $384K
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
2.08K
+ 42.42%
$254K - $281K
6.99K $1.28M
Aug 09, 2023 Q2 2023
Providence First Trust CO

BUY
 -
2.08K
New
$254K - $281K
2.08K $380K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
2.08K
+ 1.74%
$253K - $280K
121K $22.2M
Aug 14, 2023 Q2 2023
Fayez Sarofim & CO

Houston, TX
BUY
 -
2.03K
New
$247K - $274K
2.03K $371K
Aug 11, 2023 Q2 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
1.99K
New
$242K - $268K
1.99K $363K
Jul 11, 2023 Q2 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
1.98K
+ 0.98%
$242K - $267K
205K $37.4M
Aug 14, 2023 Q2 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
1.98K
New
$241K - $266K
1.98K $361K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
1.96K
+ 410.27%
$239K - $264K
2.43K $445K
Aug 14, 2023 Q2 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1.94K
New
$237K - $262K
1.94K $355K
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

BUY
 -
1.94K
New
$236K - $261K
1.94K $354K
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

BUY
 -
1.89K
New
$231K - $255K
1.89K $346K
Aug 23, 2023 Q2 2023
Tnf LLC

BUY
 -
1.86K
+ 1.93%
$227K - $250K
97.9K $17.9M
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
1.83K
+ 5.61%
$223K - $247K
34.5K $6.31M
Jul 26, 2023 Q2 2023
Eq LLC

Mercer Island, WA
BUY
 -
1.83K
+ 2.77%
$223K - $247K
68K $12.4M
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
1.82K
New
$222K - $246K
1.82K $334K
Jul 20, 2023 Q2 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
1.81K
New
$221K - $244K
1.81K $331K
Aug 24, 2023 Q2 2023
Strategy Asset Managers LLC

BUY
 -
1.81K
New
$221K - $244K
1.81K $331K
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
1.78K
New
$217K - $239K
1.78K $325K
Jul 18, 2023 Q2 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
1.78K
+ 32.86%
$217K - $239K
7.18K $1.31M
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
1.76K
+ 1303.7%
$215K - $237K
1.9K $347K

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