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
|
G&S Capital LLC
|
BUY
|
- |
199+ 0.65% |
$20.7K - $25.2K
|
30.7K
$5.56M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
186+ 3.05% |
$19.3K - $23.5K
|
6.29K
$1.14M
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
BUY
|
- |
174+ 0.91% |
$18.1K - $22K
|
19.2K
$3.47M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
171+ 5.26% |
$17.8K - $21.6K
|
3.42K
$618K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
164+ 3.31% |
$17K - $20.7K
|
5.11K
$924K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
161+ 1.41% |
$16.7K - $20.4K
|
11.6K
$2.1M
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
155+ 1.09% |
$16.1K - $19.6K
|
14.4K
$2.6M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
154+ 11.01% |
$16K - $19.5K
|
1.55K
$281K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
141+ 0.51% |
$14.7K - $17.8K
|
28K
$5.06M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
132+ 1650.0% |
$13.7K - $16.7K
|
140
$25.3K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
126+ 13.22% |
$13.1K - $15.9K
|
1.08K
$195K
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
121+ 2.82% |
$12.6K - $15.3K
|
4.41K
$796K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
113+ 0.64% |
$11.7K - $14.3K
|
17.7K
$3.21M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
111+ 2.39% |
$11.5K - $14K
|
4.76K
$860K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
110+ 2.37% |
$11.4K - $13.9K
|
4.76K
$860K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
107+ 0.44% |
$11.1K - $13.5K
|
24.4K
$4.4M
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
102+ 4.8% |
$10.6K - $12.9K
|
2.23K
$403K
|
|
Nov 17, 2022
Q3 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
95+ 0.8% |
$9.87K - $12K
|
12K
$2.17M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
90+ 81.82% |
$9.35K - $11.4K
|
200
$36.1K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
85+ 0.37% |
$8.83K - $10.8K
|
22.8K
$4.11M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
78+ 1.75% |
$8.11K - $9.87K
|
4.53K
$819K
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
68+ 3.6% |
$7.07K - $8.6K
|
1.96K
$353K
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
64+ 0.73% |
$6.65K - $8.09K
|
8.87K
$1.6M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
58+ 1.35% |
$6.03K - $7.34K
|
4.34K
$784K
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
54+ 0.33% |
$5.61K - $6.83K
|
16.5K
$2.99M
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
53+ 0.48% |
$5.51K - $6.7K
|
11K
$1.99M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 10.19% |
$4.47K - $5.44K
|
465
$84K
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
41+ 4.31% |
$4.26K - $5.19K
|
992
$179K
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
40+ 0.07% |
$4.16K - $5.06K
|
59.7K
$10.8M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 15.83% |
$3.95K - $4.81K
|
278
$50.2K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
37+ 0.48% |
$3.85K - $4.68K
|
7.69K
$1.39M
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
BUY
|
- |
32+ 1.5% |
$3.33K - $4.05K
|
2.16K
$391K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
31+ 1.49% |
$3.22K - $3.92K
|
2.11K
$380K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27+ 0.12% |
$2.81K - $3.41K
|
22.2K
$4.01M
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
27+ 0.12% |
$2.81K - $3.41K
|
22.2K
$4.01M
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
22+ 0.12% |
$2.29K - $2.78K
|
18.4K
$3.32M
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
19+ 0.29% |
$1.97K - $2.4K
|
6.56K
$1.19M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
18New |
$1.87K - $2.28K
|
18
$3.25K
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
18+ 0.49% |
$1.87K - $2.28K
|
3.71K
$670K
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
18+ 0.74% |
$1.87K - $2.28K
|
2.46K
$444K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
14+ 0.7% |
$1.46K - $1.77K
|
2.01K
$362K
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
13+ 0.38% |
$1.35K - $1.64K
|
3.42K
$618K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.18% |
$1.25K - $1.52K
|
6.84K
$1.24M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
12New |
$1.25K - $1.52K
|
12
$2.17K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 0.49% |
$1.14K - $1.39K
|
2.24K
$405K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.48% |
$1.04K - $1.26K
|
2.07K
$375K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9New |
$935 - $1.14K
|
9
$1.63K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.22% |
$935 - $1.14K
|
4.05K
$733K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7+ 0.29% |
$728 - $885
|
2.44K
$441K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.14% |
$416 - $506
|
2.94K
$531K
|