Purchases and Sales Made in Q4 2021 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
85+ 2.3% |
$11.1K - $12.4K
|
3.78K
$691K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
84+ 0.51% |
$11K - $12.3K
|
16.6K
$3.04M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
84+ 0.17% |
$11K - $12.3K
|
49.4K
$9.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
80+ 0.28% |
$10.5K - $11.7K
|
28.5K
$5.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
80+ 1.64% |
$10.5K - $11.7K
|
4.96K
$906K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
76+ 4.55% |
$9.95K - $11.1K
|
1.75K
$319K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
76+ 0.12% |
$9.95K - $11.1K
|
64.2K
$11.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
72New |
$9.42K - $10.5K
|
72
$13.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
72New |
$9.42K - $10.5K
|
72
$13.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
72+ 130.91% |
$9.42K - $10.5K
|
127
$23.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
71+ 1.76% |
$9.29K - $10.4K
|
4.12K
$753K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
69+ 4.08% |
$9.03K - $10.1K
|
1.76K
$322K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
69+ 132.69% |
$9.03K - $10.1K
|
121
$22.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
68+ 2.4% |
$8.9K - $9.95K
|
2.9K
$530K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
65+ 1.6% |
$8.51K - $9.51K
|
4.13K
$756K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
64New |
$8.38K - $9.36K
|
64
$11.7K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
63+ 2.66% |
$8.25K - $9.22K
|
2.43K
$445K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
62New |
$8.12K - $9.07K
|
62
$11.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
60+ 1.48% |
$7.85K - $8.78K
|
4.1K
$750K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
60New |
$7.85K - $8.78K
|
60
$11K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
60New |
$7.85K - $8.78K
|
60
$11K
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
58+ 1.02% |
$7.59K - $8.49K
|
5.73K
$1.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
57+ 1.98% |
$7.46K - $8.34K
|
2.93K
$537K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
40+ 0.55% |
$5.24K - $5.85K
|
7.38K
$1.35M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
38+ 1.68% |
$4.97K - $5.56K
|
2.3K
$421K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
38+ 0.64% |
$4.97K - $5.56K
|
5.95K
$1.09M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
37+ 1.0% |
$4.84K - $5.41K
|
3.74K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
37+ 1.0% |
$4.84K - $5.41K
|
3.74K
$684K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36New |
$4.71K - $5.27K
|
36
$6.58K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
35+ 0.93% |
$4.58K - $5.12K
|
3.78K
$691K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
30+ 1.09% |
$3.93K - $4.39K
|
2.79K
$511K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
26+ 0.29% |
$3.4K - $3.8K
|
9.07K
$1.66M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
24+ 1.1% |
$3.14K - $3.51K
|
2.2K
$402K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
24+ 0.51% |
$3.14K - $3.51K
|
4.72K
$862K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
22New |
$2.88K - $3.22K
|
22
$4.02K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 2.05% |
$2.49K - $2.78K
|
947
$173K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
18New |
$2.36K - $2.63K
|
18
$3.29K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17+ 4.38% |
$2.23K - $2.49K
|
405
$74.1K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17+ 4.38% |
$2.23K - $2.49K
|
405
$74.1K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 4.85% |
$1.96K - $2.19K
|
324
$59.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 3.36% |
$1.83K - $2.05K
|
431
$78.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12+ 0.28% |
$1.57K - $1.76K
|
4.24K
$776K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11+ 0.26% |
$1.44K - $1.61K
|
4.24K
$776K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
11+ 2.19% |
$1.44K - $1.61K
|
513
$93.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10+ 0.59% |
$1.31K - $1.46K
|
1.71K
$313K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8+ 0.12% |
$1.05K - $1.17K
|
6.48K
$1.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 0.64% |
$916 - $1.02K
|
1.1K
$200K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$916 - $1.02K
|
2.11K
$385K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.2% |
$916 - $1.02K
|
3.55K
$650K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.27% |
$785 - $878
|
2.21K
$405K
|