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 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
1.75K
+ 3.87%
$213K - $236K
47K $8.59M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
1.74K
New
$212K - $234K
1.74K $318K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.71K
New
$209K - $231K
1.71K $313K
Aug 14, 2023 Q2 2023
Squarepoint Ops LLC

New York, NY
BUY
 -
1.71K
New
$208K - $230K
1.71K $312K
Aug 14, 2023 Q2 2023
Allie Family Office LLC

BUY
 -
1.69K
New
$206K - $228K
1.69K $309K
Aug 01, 2023 Q2 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
1.67K
New
$204K - $225K
1.67K $306K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
1.67K
+ 8.58%
$203K - $225K
21.1K $3.86M
Aug 04, 2023 Q2 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
1.65K
+ 6.61%
$201K - $222K
26.6K $4.86M
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
1.65K
New
$201K - $222K
1.65K $301K
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
1.63K
+ 23.68%
$199K - $220K
8.52K $1.56M
Jul 17, 2023 Q2 2023
Tennessee Valley Asset Management Partners

BUY
 -
1.61K
New
$196K - $217K
1.61K $294K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.6K
New
$196K - $216K
1.6K $293K
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
1.59K
New
$194K - $214K
1.59K $290K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.58K
New
$193K - $213K
1.58K $289K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.57K
+ 14.36%
$192K - $212K
12.5K $2.29M
Aug 14, 2023 Q2 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
1.55K
New
$189K - $209K
1.55K $284K
Aug 14, 2023 Q2 2023
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
1.55K
New
$189K - $209K
1.55K $283K
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
1.54K
New
$188K - $208K
1.54K $282K
Jul 28, 2023 Q2 2023
Calamos Wealth Management LLC

BUY
 -
1.53K
New
$187K - $207K
1.53K $281K
Aug 03, 2023 Q2 2023
Delta Investment Management, LLC

BUY
 -
1.52K
New
$186K - $205K
1.52K $278K
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
1.52K
+ 5.14%
$186K - $205K
31.1K $5.69M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
1.5K
+ 0.85%
$183K - $203K
178K $32.5M
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
1.49K
+ 5.5%
$182K - $201K
28.6K $5.23M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
1.49K
+ 10.86%
$181K - $200K
15.2K $2.77M
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
1.47K
+ 9.13%
$179K - $198K
17.5K $3.21M
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

BUY
 -
1.47K
+ 7.99%
$179K - $198K
19.8K $3.62M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.43K
+ 14.87%
$175K - $193K
11.1K $2.03M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
1.43K
+ 7.12%
$174K - $192K
21.5K $3.92M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.39K
New
$170K - $188K
1.39K $254K
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
1.37K
+ 16.14%
$167K - $185K
9.86K $1.8M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.33K
+ 324.69%
$162K - $179K
1.74K $318K
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
1.33K
+ 7366.67%
$162K - $179K
1.34K $246K
Aug 02, 2023 Q2 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
1.32K
+ 1.13%
$161K - $178K
118K $21.6M
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
1.31K
+ 9.47%
$160K - $177K
15.2K $2.78M
Aug 08, 2023 Q2 2023
Tmd Wealth Management, LLC

BUY
 -
1.29K
+ 0.48%
$158K - $175K
270K $49.3M
Aug 02, 2023 Q2 2023
Sym Financial Corp

BUY
 -
1.26K
New
$154K - $170K
1.26K $231K
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
1.24K
+ 1.77%
$151K - $167K
71K $13M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.18K
+ 1.72%
$144K - $159K
69.8K $12.8M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.18K
+ 6.96%
$144K - $159K
18.1K $3.31M
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.14K
+ 16.19%
$139K - $154K
8.2K $1.5M
Jul 10, 2023 Q2 2023
Telemus Capital, LLC

BUY
 -
1.11K
+ 13.85%
$136K - $150K
9.16K $1.68M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.11K
+ 32.75%
$135K - $149K
4.48K $819K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.1K
+ 61.99%
$135K - $149K
2.89K $528K
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.08K
+ 37.9%
$131K - $145K
3.92K $717K
Aug 14, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.06K
+ 1155.43%
$130K - $143K
1.16K $211K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.06K
+ 21.88%
$129K - $143K
5.9K $1.08M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
1.06K
+ 20.17%
$129K - $143K
6.3K $1.15M
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
1.06K
+ 29.68%
$129K - $142K
4.61K $843K
Aug 07, 2023 Q2 2023
Peddock Capital Advisors, LLC

BUY
 -
1.05K
+ 9.9%
$128K - $142K
11.7K $2.14M

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