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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.18% |
$416 - $506
|
2.23K
$400K
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3+ 0.11% |
$312 - $379
|
2.83K
$508K
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2+ 0.1% |
$208 - $253
|
2.07K
$371K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.05% |
$208 - $253
|
3.99K
$715K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.67% |
$208 - $253
|
302
$54.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2+ 0.06% |
$208 - $253
|
3.6K
$645K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.05% |
$208 - $253
|
3.99K
$715K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.62% |
$208 - $253
|
323
$57.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1+ 0.05% |
$104 - $126
|
2.12K
$380K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.5% |
$104 - $126
|
200
$35.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2- 0.05% |
$208 - $253
|
4.39K
$786K
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
SELL
|
- |
-4- 0.03% |
$416 - $506
|
15.3K
$2.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 0.59% |
$624 - $759
|
1.01K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.21% |
$935 - $1.14K
|
4.35K
$779K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-11- 0.21% |
$1.14K - $1.39K
|
5.14K
$922K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
SELL
|
- |
-14- 0.11% |
$1.46K - $1.77K
|
12.2K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-16- 10.0% |
$1.66K - $2.02K
|
144
$25.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-17- 0.32% |
$1.77K - $2.15K
|
5.23K
$938K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.22% |
$2.29K - $2.78K
|
9.8K
$1.76M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-27- 0.29% |
$2.81K - $3.41K
|
9.13K
$1.64M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-31- 0.13% |
$3.22K - $3.92K
|
24.1K
$4.32M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 91.67% |
$3.43K - $4.17K
|
3
$538
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-36- 0.7% |
$3.74K - $4.55K
|
5.1K
$914K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-39- 1.36% |
$4.05K - $4.93K
|
2.82K
$506K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-39- 1.71% |
$4.05K - $4.93K
|
2.25K
$403K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-40- 7.62% |
$4.16K - $5.06K
|
485
$87K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 4.61% |
$4.68K - $5.69K
|
931
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-46- 1.25% |
$4.78K - $5.82K
|
3.65K
$654K
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-49- 0.4% |
$5.09K - $6.2K
|
12.3K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-52- 2.49% |
$5.4K - $6.58K
|
2.04K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-57- 0.22% |
$5.92K - $7.21K
|
26.1K
$4.68M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-57- 2.09% |
$5.92K - $7.21K
|
2.68K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-70- 1.4% |
$7.28K - $8.85K
|
4.93K
$884K
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-72- 3.28% |
$7.48K - $9.11K
|
2.13K
$381K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-75Closed |
$7.8K - $9.49K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-77- 0.82% |
$8K - $9.74K
|
9.36K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-79- 1.55% |
$8.21K - $9.99K
|
5.03K
$901K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-84- 0.27% |
$8.73K - $10.6K
|
31K
$5.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-84- 1.98% |
$8.73K - $10.6K
|
4.16K
$746K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-89- 0.94% |
$9.25K - $11.3K
|
9.34K
$1.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-90- 0.62% |
$9.35K - $11.4K
|
14.5K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-92- 0.65% |
$9.56K - $11.6K
|
14.1K
$2.52M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-97- 13.74% |
$10.1K - $12.3K
|
609
$109K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-100- 2.83% |
$10.4K - $12.6K
|
3.44K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-102- 18.28% |
$10.6K - $12.9K
|
456
$81.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-102- 0.61% |
$10.6K - $12.9K
|
16.6K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-107- 1.27% |
$11.1K - $13.5K
|
8.3K
$1.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-107- 4.25% |
$11.1K - $13.5K
|
2.41K
$432K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-109- 0.43% |
$11.3K - $13.8K
|
25.2K
$4.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-109- 2.35% |
$11.3K - $13.8K
|
4.54K
$814K
|