Purchases and Sales Made in Q3 2022 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 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 12, 2022 Q3 2022
Howard Financial Services, Ltd.

BUY
 -
8.25K
+ 2.24%
$858K - $1.04M
377K $67.6M
Nov 10, 2022 Q3 2022
Baystate Wealth Management LLC

BUY
 -
8.21K
+ 6.39%
$853K - $1.04M
137K $24.5M
Feb 14, 2023 Q3 2022
Y Intercept (Hong Kong) LTD

BUY
 -
7.98K
+ 287.54%
$830K - $1.01M
10.8K $1.93M
Oct 19, 2022 Q3 2022
Cfo4 Life Group, LLC

BUY
 -
7.96K
+ 4.79%
$827K - $1.01M
174K $31.2M
Oct 31, 2022 Q3 2022
1900 Wealth Management LLC

BUY
 -
7.57K
+ 1.66%
$787K - $957K
463K $83.1M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
7.33K
+ 15.39%
$762K - $927K
55K $9.85M
Nov 07, 2022 Q3 2022
Windsor Group LTD

BUY
 -
7.33K
+ 10.87%
$762K - $927K
74.7K $13.4M
Nov 08, 2022 Q3 2022
Ahrens Investment Partners LLC

BUY
 -
7.3K
New
$759K - $923K
7.3K $1.31M
Nov 09, 2022 Q3 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
7.3K
+ 9.23%
$758K - $923K
86.3K $15.5M
Nov 08, 2022 Q3 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
7.09K
+ 5.09%
$737K - $897K
146K $26.2M
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
6.93K
+ 1.59%
$720K - $876K
444K $79.6M
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
6.72K
+ 9.19%
$699K - $850K
79.9K $14.3M
Oct 20, 2022 Q3 2022
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
6.66K
+ 12.03%
$692K - $842K
62K $11.1M
Oct 19, 2022 Q3 2022
Armbruster Capital Management, Inc.

BUY
 -
6.64K
+ 4.36%
$690K - $840K
159K $28.5M
Nov 14, 2022 Q3 2022
Running Point Capital Advisors, LLC

BUY
 -
6.51K
+ 7.76%
$677K - $824K
90.5K $16.2M
Nov 14, 2022 Q3 2022
Enzi Wealth

Austin, TX
BUY
 -
6.5K
New
$676K - $822K
6.5K $1.17M
Nov 03, 2022 Q3 2022
Slate Stone Wealth, LLC

BUY
 -
6.49K
+ 12.03%
$674K - $820K
60.4K $10.8M
Nov 14, 2022 Q3 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
6.28K
+ 8.14%
$652K - $794K
83.4K $15M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
6.05K
New
$628K - $765K
6.05K $1.08M
Oct 03, 2022 Q3 2022
Symmetry Partners, LLC

BUY
 -
6.02K
+ 3.09%
$626K - $761K
201K $36M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
6.01K
New
$624K - $760K
6.01K $1.08M
Oct 26, 2022 Q3 2022
Spc Financial, Inc.

BUY
 -
5.8K
+ 2.89%
$602K - $733K
207K $37.1M
Oct 18, 2022 Q3 2022
Apeiron Ria LLC

BUY
 -
5.65K
New
$587K - $714K
5.65K $1.01M
Oct 14, 2022 Q3 2022
Cypress Wealth Services, LLC

BUY
 -
5.64K
+ 57.69%
$586K - $713K
15.4K $2.76M
Nov 14, 2022 Q3 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
5.49K
+ 4.77%
$571K - $694K
121K $21.6M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
5.36K
+ 1.01%
$557K - $677K
535K $96M
Nov 07, 2022 Q3 2022
Simon Quick Advisors, LLC

BUY
 -
5.34K
+ 26.36%
$555K - $675K
25.6K $4.59M
Oct 27, 2022 Q3 2022
4 J Wealth Management LLC

BUY
 -
5.07K
New
$527K - $641K
5.07K $908K
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
4.93K
New
$512K - $623K
4.93K $884K
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

BUY
 -
4.83K
+ 107.6%
$502K - $611K
9.31K $1.67M
Oct 18, 2022 Q3 2022
Garrett Investment Advisors LLC

BUY
 -
4.77K
+ 9.39%
$496K - $604K
55.6K $9.97M
Oct 07, 2022 Q3 2022
High Tower Trust Services, Lta

BUY
 -
4.68K
New
$486K - $592K
4.68K $839K
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
4.57K
+ 88.52%
$475K - $578K
9.74K $1.75M
Oct 24, 2022 Q3 2022
Thrive Wealth Management, LLC

BUY
 -
4.51K
+ 1.9%
$469K - $570K
241K $43.3M
Oct 16, 2023 Q3 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
4.45K
+ 1.15%
$463K - $563K
391K $70.2M
Oct 05, 2022 Q3 2022
American National Bank

BUY
 -
4.38K
New
$455K - $553K
4.38K $785K
Oct 17, 2022 Q3 2022
Riversedge Advisors, LLC

BUY
 -
4.37K
New
$454K - $552K
4.37K $783K
Oct 05, 2022 Q3 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
4.28K
+ 52.67%
$445K - $541K
12.4K $2.22M
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
4.14K
New
$431K - $524K
4.14K $743K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.13K
+ 5.64%
$429K - $522K
77.3K $13.9M
Nov 14, 2022 Q3 2022
Bison Wealth, LLC

BUY
 -
4.03K
New
$419K - $510K
4.03K $723K
Nov 14, 2022 Q3 2022
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
3.81K
+ 6.71%
$396K - $482K
60.5K $10.9M
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
3.79K
+ 7.03%
$394K - $479K
57.7K $10.3M
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

BUY
 -
3.64K
+ 49.94%
$378K - $460K
10.9K $1.96M
Oct 21, 2022 Q3 2022
Intelligence Driven Advisers, LLC

BUY
 -
3.64K
+ 1.27%
$378K - $460K
289K $51.9M
Oct 13, 2022 Q3 2022
Centerpoint Advisors, LLC

BUY
 -
3.61K
+ 2.63%
$376K - $457K
141K $25.3M
Oct 13, 2022 Q3 2022
Trinity Wealth Management, LLC

BUY
 -
3.61K
+ 3.53%
$375K - $456K
106K $19M
Nov 07, 2022 Q3 2022
Members Trust CO

BUY
 -
3.47K
New
$361K - $439K
3.47K $623K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
3.47K
+ 44.34%
$361K - $439K
11.3K $2.03M

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