Purchases and Sales Made in Q3 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
31.6K+ 13.99% |
$3.28M - $3.99M
|
257K
$46.1M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
31.4K+ 66.16% |
$3.27M - $3.98M
|
79K
$14.2M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
29.8KNew |
$3.1M - $3.77M
|
29.8K
$5.35M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.4K+ 74.18% |
$3.06M - $3.72M
|
69.1K
$12.4M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
29.1K+ 41.79% |
$3.02M - $3.68M
|
98.6K
$17.7M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.9K+ 31.14% |
$2.9M - $3.53M
|
118K
$21.1M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.9K+ 31.14% |
$2.9M - $3.53M
|
118K
$21.1M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
24.7K+ 100.64% |
$2.57M - $3.13M
|
49.3K
$8.84M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.6K+ 61.62% |
$2.56M - $3.11M
|
64.6K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
24K+ 7.76% |
$2.5M - $3.04M
|
334K
$59.8M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22.8K+ 6.54% |
$2.37M - $2.89M
|
372K
$66.7M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
22.6K+ 5.46% |
$2.35M - $2.86M
|
436K
$78.2M
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
22.4K+ 6.14% |
$2.33M - $2.83M
|
387K
$69.4M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21.5K+ 5.22% |
$2.24M - $2.72M
|
434K
$77.8M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 7.61% |
$2.21M - $2.69M
|
300K
$53.9M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
19.8K+ 114.1% |
$2.06M - $2.5M
|
37.1K
$6.66M
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
19.8K+ 1.45% |
$2.05M - $2.5M
|
1.38M
$248M
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
18.4KNew |
$1.91M - $2.32M
|
18.4K
$3.29M
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
17.9K+ 32.81% |
$1.86M - $2.26M
|
72.3K
$13M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
17.3K+ 14.87% |
$1.8M - $2.18M
|
133K
$23.9M
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
16.2K+ 494.67% |
$1.68M - $2.04M
|
19.4K
$3.48M
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
15.7K+ 89.83% |
$1.63M - $1.98M
|
33.2K
$5.94M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 26.6% |
$1.63M - $1.98M
|
74.5K
$13.4M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15.6K+ 200.14% |
$1.62M - $1.97M
|
23.4K
$4.2M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 16.14% |
$1.56M - $1.9M
|
108K
$19.3M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14.7KNew |
$1.52M - $1.85M
|
14.7K
$2.63M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.9KNew |
$1.45M - $1.76M
|
13.9K
$2.5M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.6K+ 33.51% |
$1.41M - $1.72M
|
54K
$9.69M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3K+ 12.67% |
$1.38M - $1.68M
|
118K
$21.2M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.2K+ 5.81% |
$1.38M - $1.67M
|
241K
$43.2M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.1K+ 3.74% |
$1.36M - $1.66M
|
364K
$65.3M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
13K+ 6.54% |
$1.35M - $1.65M
|
212K
$38M
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
12.9K+ 16.43% |
$1.34M - $1.64M
|
91.7K
$16.4M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12.6K+ 170.32% |
$1.31M - $1.59M
|
20K
$3.58M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
12.1K+ 482.48% |
$1.26M - $1.54M
|
14.7K
$2.63M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.7K+ 9.59% |
$1.22M - $1.48M
|
134K
$24M
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
11.3K+ 39.97% |
$1.17M - $1.42M
|
39.4K
$7.07M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
11.2K+ 115.04% |
$1.16M - $1.42M
|
20.9K
$3.75M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
11.1K+ 6.73% |
$1.15M - $1.4M
|
176K
$31.5M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11K+ 9.22% |
$1.15M - $1.39M
|
131K
$23.4M
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
11K+ 37.99% |
$1.14M - $1.39M
|
39.9K
$7.15M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 6.2% |
$1.13M - $1.38M
|
186K
$33.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.6K+ 26.94% |
$1.1M - $1.34M
|
50K
$8.97M
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
10.2K+ 7.44% |
$1.06M - $1.29M
|
147K
$26.4M
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.98K+ 35.12% |
$1.04M - $1.26M
|
38.4K
$6.89M
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
9.96K+ 87.08% |
$1.04M - $1.26M
|
21.4K
$3.84M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
9.42K+ 2.94% |
$979K - $1.19M
|
329K
$59M
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
9.35K+ 10.94% |
$972K - $1.18M
|
94.9K
$17M
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
8.74K+ 0.72% |
$908K - $1.11M
|
1.22M
$218M
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.38K+ 1.08% |
$871K - $1.06M
|
788K
$141M
|