Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
169New |
$22.3K - $24K
|
169
$31.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
164+ 13.87% |
$21.6K - $23.3K
|
1.35K
$250K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
160+ 2.48% |
$21.1K - $22.7K
|
6.62K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
160New |
$21.1K - $22.7K
|
160
$29.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
159+ 0.25% |
$20.9K - $22.5K
|
64.1K
$11.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
157+ 10.45% |
$20.7K - $22.3K
|
1.66K
$308K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
153+ 22.34% |
$20.2K - $21.7K
|
838
$156K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
153+ 22.34% |
$20.2K - $21.7K
|
838
$156K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
150+ 23.4% |
$19.8K - $21.3K
|
791
$147K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
146+ 5.25% |
$19.2K - $20.7K
|
2.93K
$543K
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
145+ 5.62% |
$19.1K - $20.6K
|
2.73K
$506K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
141+ 5.75% |
$18.6K - $20K
|
2.59K
$481K
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
BUY
|
- |
139+ 3.24% |
$18.3K - $19.7K
|
4.43K
$822K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
134+ 1.98% |
$17.7K - $19K
|
6.9K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
127+ 5.36% |
$16.7K - $18K
|
2.5K
$464K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
125+ 1.41% |
$16.5K - $17.7K
|
9K
$1.67M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
124+ 3.02% |
$16.3K - $17.6K
|
4.23K
$785K
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
123+ 2.99% |
$16.2K - $17.4K
|
4.23K
$785K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
114+ 0.34% |
$15K - $16.2K
|
33.8K
$6.28M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
109+ 3.03% |
$14.4K - $15.5K
|
3.71K
$688K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
108+ 3.0% |
$14.2K - $15.3K
|
3.71K
$688K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
105+ 2.21% |
$13.8K - $14.9K
|
4.85K
$900K
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
100+ 1.51% |
$13.2K - $14.2K
|
6.73K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
95+ 1.99% |
$12.5K - $13.5K
|
4.88K
$905K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
94+ 2.38% |
$12.4K - $13.3K
|
4.05K
$751K
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
91+ 0.3% |
$12K - $12.9K
|
30.2K
$5.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
89+ 4.43% |
$11.7K - $12.6K
|
2.1K
$389K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
86+ 0.75% |
$11.3K - $12.2K
|
11.6K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
85+ 0.2% |
$11.2K - $12.1K
|
43.4K
$8.06M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
84+ 46.93% |
$11.1K - $11.9K
|
263
$48.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
83+ 98.81% |
$10.9K - $11.8K
|
167
$31K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
80New |
$10.5K - $11.3K
|
80
$14.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
78+ 1.14% |
$10.3K - $11.1K
|
6.93K
$1.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
76New |
$10K - $10.8K
|
76
$14.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
76+ 1.41% |
$10K - $10.8K
|
5.48K
$1.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
68New |
$8.96K - $9.64K
|
68
$12.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
64+ 0.86% |
$8.43K - $9.07K
|
7.47K
$1.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
62+ 1.84% |
$8.17K - $8.79K
|
3.42K
$636K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
61+ 39.1% |
$8.04K - $8.65K
|
217
$40.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
58+ 53.7% |
$7.64K - $8.22K
|
166
$30.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
55+ 1.37% |
$7.25K - $7.8K
|
4.07K
$755K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
55New |
$7.25K - $7.8K
|
55
$10.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53+ 0.63% |
$6.98K - $7.51K
|
8.52K
$1.58M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
50New |
$6.59K - $7.09K
|
50
$9.28K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
48New |
$6.32K - $6.81K
|
48
$8.91K
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
38+ 2.11% |
$5.01K - $5.39K
|
1.84K
$342K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
38+ 0.52% |
$5.01K - $5.39K
|
7.35K
$1.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37New |
$4.87K - $5.25K
|
37
$6.87K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 9.17% |
$4.08K - $4.4K
|
369
$68.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
28+ 0.31% |
$3.69K - $3.97K
|
9.05K
$1.68M
|