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 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-95Closed |
$12.4K - $13.9K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-105- 0.74% |
$13.7K - $15.4K
|
14K
$2.57M
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-114- 0.87% |
$14.9K - $16.7K
|
12.9K
$2.37M
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-114Closed |
$14.9K - $16.7K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-115- 0.63% |
$15.1K - $16.8K
|
18.2K
$3.32M
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-119- 0.96% |
$15.6K - $17.4K
|
12.3K
$2.24M
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-124- 4.75% |
$16.2K - $18.1K
|
2.49K
$455K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-129- 0.48% |
$16.9K - $18.9K
|
26.8K
$4.91M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-137- 3.46% |
$17.9K - $20K
|
3.83K
$700K
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-138- 1.1% |
$18.1K - $20.2K
|
12.4K
$2.26M
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-142- 1.38% |
$18.6K - $20.8K
|
10.1K
$1.85M
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-146- 4.99% |
$19.1K - $21.4K
|
2.78K
$509K
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-159- 2.16% |
$20.8K - $23.3K
|
7.19K
$1.31M
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-160- 0.45% |
$20.9K - $23.4K
|
35.6K
$6.5M
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-163- 2.36% |
$21.3K - $23.8K
|
6.74K
$1.23M
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-165- 0.25% |
$21.6K - $24.1K
|
65K
$11.9M
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-168- 4.56% |
$22K - $24.6K
|
3.52K
$643K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-169- 1.28% |
$22.1K - $24.7K
|
13K
$2.39M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-169Closed |
$22.1K - $24.7K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-171- 10.86% |
$22.4K - $25K
|
1.4K
$257K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-185- 0.67% |
$24.2K - $27.1K
|
27.3K
$5M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-188- 8.67% |
$24.6K - $27.5K
|
1.98K
$362K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-200- 2.68% |
$26.2K - $29.3K
|
7.27K
$1.33M
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$26.2K - $29.3K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-205Closed |
$26.8K - $30K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-211- 3.76% |
$27.6K - $30.9K
|
5.41K
$989K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-216- 2.59% |
$28.3K - $31.6K
|
8.12K
$1.49M
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-217- 5.1% |
$28.4K - $31.7K
|
4.04K
$739K
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-217- 5.1% |
$28.4K - $31.7K
|
4.04K
$739K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-217Closed |
$28.4K - $31.7K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-219- 1.32% |
$28.7K - $32K
|
16.4K
$3M
|
|
Feb 04, 2022
Q4 2021
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-220- 6.43% |
$28.8K - $32.2K
|
3.2K
$586K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-229- 0.15% |
$30K - $33.5K
|
150K
$27.4M
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-230- 2.97% |
$30.1K - $33.6K
|
7.53K
$1.38M
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-233- 10.89% |
$30.5K - $34.1K
|
1.91K
$349K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-241Closed |
$31.5K - $35.3K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-243- 1.44% |
$31.8K - $35.6K
|
16.7K
$3.05M
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-245- 6.75% |
$32.1K - $35.8K
|
3.38K
$619K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-250- 13.89% |
$32.7K - $36.6K
|
1.55K
$284K
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-252- 7.94% |
$33K - $36.9K
|
2.92K
$534K
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-273- 2.43% |
$35.7K - $39.9K
|
11K
$2.01M
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-277- 4.7% |
$36.3K - $40.5K
|
5.61K
$1.03M
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-286- 2.86% |
$37.4K - $41.8K
|
9.71K
$1.78M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-297- 9.91% |
$38.9K - $43.5K
|
2.7K
$494K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-300Closed |
$39.3K - $43.9K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-313- 2.79% |
$41K - $45.8K
|
10.9K
$2M
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-316- 0.18% |
$41.4K - $46.2K
|
172K
$31.4M
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-317- 11.31% |
$41.5K - $46.4K
|
2.49K
$455K
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-317- 8.52% |
$41.5K - $46.4K
|
3.4K
$622K
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-318- 61.39% |
$41.6K - $46.5K
|
200
$36.6K
|