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 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.04K
+ 5.05%
$127K - $140K
21.7K $3.96M
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.04K
+ 0.88%
$127K - $140K
118K $21.7M
Aug 08, 2023 Q2 2023
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
1.03K
New
$126K - $139K
1.03K $189K
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.03K
+ 2.66%
$126K - $139K
39.8K $7.28M
Aug 14, 2023 Q2 2023
Prudential PLC

London, England, X0
BUY
 -
1.02K
+ 27.18%
$125K - $138K
4.79K $876K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
995
+ 255.13%
$121K - $134K
1.39K $253K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
976
+ 11.69%
$119K - $132K
9.33K $1.71M
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
971
+ 14.24%
$118K - $131K
7.79K $1.42M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
965
+ 6.64%
$118K - $130K
15.5K $2.84M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
961
+ 38.27%
$117K - $130K
3.47K $635K
Jul 13, 2023 Q2 2023
Aries Wealth Management

BUY
 -
940
+ 4.41%
$115K - $127K
22.2K $4.07M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
929
New
$113K - $125K
929 $170K
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
881
+ 5.48%
$107K - $119K
17K $3.1M
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
877
+ 4.91%
$107K - $118K
18.7K $3.43M
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
834
+ 24.62%
$102K - $112K
4.22K $772K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
833
+ 233.99%
$102K - $112K
1.19K $217K
Aug 14, 2023 Q2 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
829
+ 0.88%
$101K - $112K
94.9K $17.4M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
807
+ 2.72%
$98.4K - $109K
30.5K $5.58M
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

BUY
 -
805
+ 5.51%
$98.2K - $109K
15.4K $2.82M
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
800
+ 3.15%
$97.6K - $108K
26.2K $4.79M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
784
+ 627.2%
$95.6K - $106K
909 $166K
Aug 11, 2023 Q2 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
770
+ 2.32%
$93.9K - $104K
34K $6.21M
Jul 20, 2023 Q2 2023
Cardinal Strategic Wealth Guidance

BUY
 -
719
+ 0.45%
$87.7K - $97K
161K $29.5M
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
714
+ 2.31%
$87.1K - $96.3K
31.7K $5.79M
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
713
+ 20.55%
$87K - $96.2K
4.18K $765K
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
707
+ 36.35%
$86.2K - $95.4K
2.65K $485K
Jul 24, 2023 Q2 2023
Royal Harbor Partners, LLC

BUY
 -
689
+ 1.71%
$84K - $92.9K
41.1K $7.52M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
668
+ 6.11%
$81.5K - $90.1K
11.6K $2.12M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
667
+ 22.83%
$81.4K - $90K
3.59K $656K
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
664
+ 4.82%
$81K - $89.6K
14.4K $2.64M
Jul 20, 2023 Q2 2023
Flagship Private Wealth, LLC

BUY
 -
664
+ 5.36%
$81K - $89.6K
13K $2.39M
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
664
+ 4.82%
$81K - $89.6K
14.4K $2.64M
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
662
+ 11.72%
$80.8K - $89.3K
6.31K $1.15M
Aug 10, 2023 Q2 2023
Richard Bernstein Advisors LLC

BUY
 -
634
+ 0.49%
$77.3K - $85.5K
129K $23.6M
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
616
+ 2.51%
$75.1K - $83.1K
25.1K $4.6M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
610
New
$74.4K - $82.3K
610 $112K
Aug 14, 2023 Q2 2023
Cloverfields Capital Group, LP

Minneapolis, MN
BUY
 -
603
+ 23.17%
$73.6K - $81.3K
3.21K $586K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
600
New
$73.2K - $80.9K
600 $110K
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
597
+ 29.48%
$72.8K - $80.5K
2.62K $480K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
586
+ 3.59%
$71.5K - $79K
16.9K $3.09M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
583
New
$71.1K - $78.6K
583 $107K
Aug 11, 2023 Q2 2023
Annandale Capital, LLC

Dallas, TX
BUY
 -
582
+ 2.22%
$71K - $78.5K
26.8K $4.9M
Jul 19, 2023 Q2 2023
Shore Haven Wealth Partners, LLC

BUY
 -
566
+ 1.95%
$69K - $76.3K
29.6K $5.42M
Aug 01, 2023 Q2 2023
Motive Wealth Advisors

BUY
 -
556
+ 1.0%
$67.8K - $75K
56K $10.2M
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
554
+ 14.71%
$67.6K - $74.7K
4.32K $790K
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
548
New
$66.8K - $73.9K
548 $100K
Aug 14, 2023 Q2 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
545
+ 23.95%
$66.5K - $73.5K
2.82K $516K
Aug 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
529
+ 1.41%
$64.5K - $71.3K
38K $6.96M
Aug 14, 2023 Q2 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
519
+ 540.63%
$63.3K - $70K
615 $112K

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