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
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.41K
+ 12.64%
$355K - $431K
30.4K $5.45M
Oct 28, 2022 Q3 2022
Reliant Wealth Planning

BUY
 -
3.33K
+ 2.51%
$347K - $422K
136K $24.4M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
3.3K
+ 1.8%
$342K - $417K
186K $33.4M
Nov 09, 2022 Q3 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
3.17K
+ 93.31%
$329K - $401K
6.56K $1.18M
Nov 14, 2022 Q3 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
3.14K
New
$327K - $397K
3.14K $563K
Nov 14, 2022 Q3 2022
Financial Advisors, LLC

Andover, MA
BUY
 -
3.06K
+ 0.94%
$318K - $387K
329K $59M
Oct 21, 2022 Q3 2022
Hengehold Capital Management LLC

BUY
 -
3.04K
+ 1.61%
$316K - $385K
192K $34.5M
Sep 08, 2023 Q3 2022
Dcm Advisors, LLC

New York, NY
BUY
 -
3K
New
$312K - $380K
3K $538K
Nov 14, 2022 Q3 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
3K
New
$312K - $379K
3K $538K
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
2.96K
New
$308K - $375K
2.96K $531K
Nov 14, 2022 Q3 2022
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
2.85K
+ 131.46%
$297K - $361K
5.03K $901K
Oct 12, 2022 Q3 2022
Sol Capital Management CO

BUY
 -
2.71K
+ 18.37%
$282K - $343K
17.5K $3.13M
Oct 14, 2022 Q3 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
2.66K
+ 8.67%
$276K - $336K
33.3K $5.97M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.61K
+ 40.5%
$271K - $330K
9.05K $1.62M
Nov 10, 2022 Q3 2022
Quent Capital, LLC

BUY
 -
2.59K
+ 138.72%
$270K - $328K
4.46K $800K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
2.57K
+ 3.32%
$267K - $325K
80.1K $14.4M
Nov 14, 2022 Q3 2022
Meridian Wealth Management, LLC

BUY
 -
2.54K
+ 107.64%
$263K - $321K
4.89K $877K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.41K
+ 196.1%
$251K - $305K
3.65K $654K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
2.4K
New
$249K - $303K
2.4K $430K
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
2.4K
New
$249K - $303K
2.4K $429K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
2.4K
+ 8.43%
$249K - $303K
30.8K $5.52M
Nov 14, 2022 Q3 2022
Lavaca Capital LLC

Houston, TX
BUY
 -
2.32K
New
$241K - $293K
2.32K $416K
Nov 02, 2022 Q3 2022
First National Trust CO

BUY
 -
2.31K
New
$240K - $292K
2.31K $415K
Oct 20, 2022 Q3 2022
Girard Partners Ltd.

BUY
 -
2.24K
New
$233K - $284K
2.24K $402K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
2.18K
+ 4.42%
$227K - $276K
51.6K $9.24M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
2.09K
+ 2.74%
$217K - $264K
78.3K $14M
Oct 21, 2022 Q3 2022
Lutz Financial Services LLC

BUY
 -
2.07K
+ 5.18%
$215K - $261K
42K $7.53M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
2.07K
+ 84.57%
$215K - $261K
4.51K $808K
Nov 02, 2022 Q3 2022
Aries Wealth Management

BUY
 -
2.06K
+ 11.66%
$214K - $260K
19.7K $3.53M
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.05K
New
$213K - $259K
2.05K $367K
Nov 03, 2022 Q3 2022
Regions Financial Corp

BUY
 -
2.04K
New
$212K - $258K
2.04K $365K
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.03K
New
$210K - $256K
2.03K $363K
Nov 04, 2022 Q3 2022
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
2.02K
+ 65.85%
$210K - $255K
5.09K $912K
Nov 04, 2022 Q3 2022
Vontobel Holding Ltd.

BUY
 -
2K
+ 14.66%
$208K - $253K
15.6K $2.8M
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
1.96K
New
$203K - $248K
1.96K $351K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
1.96K
+ 1.98%
$203K - $247K
101K $18.1M
Nov 14, 2022 Q3 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
1.96K
+ 24.2%
$203K - $247K
10K $1.8M
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.94K
+ 52.98%
$201K - $245K
5.6K $1M
Nov 03, 2022 Q3 2022
Astoria Portfolio Advisors Llc.

BUY
 -
1.91K
+ 22.64%
$199K - $242K
10.3K $1.86M
Nov 04, 2022 Q3 2022
Gw Henssler & Associates LTD

BUY
 -
1.89K
+ 2.71%
$197K - $240K
71.8K $12.9M
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
1.84K
+ 59.52%
$191K - $232K
4.93K $883K
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
1.81K
New
$188K - $229K
1.81K $325K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
1.67K
+ 6.72%
$173K - $211K
26.5K $4.74M
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1.6K
New
$167K - $203K
1.6K $287K
Nov 10, 2022 Q3 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.56K
+ 36.49%
$162K - $197K
5.82K $1.04M
Nov 10, 2022 Q3 2022
Buckingham Capital Management, Inc.

BUY
 -
1.54K
+ 4.29%
$160K - $195K
37.4K $6.71M
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.42K
+ 167.57%
$147K - $179K
2.26K $405K
Oct 12, 2022 Q3 2022
Teamwork Financial Advisors, LLC

BUY
 -
1.4K
+ 10.47%
$145K - $177K
14.7K $2.64M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
1.39K
+ 51.81%
$144K - $176K
4.07K $730K

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