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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
41.5KNew |
$5.43M - $6.07M
|
41.5K
$7.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39.8K+ 158.94% |
$5.21M - $5.83M
|
64.9K
$11.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
39.1K+ 39.35% |
$5.11M - $5.72M
|
138K
$25.3M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
37.9KNew |
$4.96M - $5.54M
|
37.9K
$6.92M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
36.4K+ 2.81% |
$4.76M - $5.33M
|
1.33M
$244M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
36.1K+ 0.92% |
$4.73M - $5.28M
|
3.96M
$725M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
36.1K+ 12.64% |
$4.72M - $5.28M
|
322K
$58.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
35.8K+ 95.76% |
$4.69M - $5.24M
|
73.2K
$13.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
35.5KNew |
$4.65M - $5.2M
|
35.5K
$6.5M
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
34.8KNew |
$4.55M - $5.09M
|
34.8K
$6.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
34.8KNew |
$4.55M - $5.09M
|
34.8K
$6.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
34.6K+ 0.94% |
$4.53M - $5.06M
|
3.73M
$682M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.4KNew |
$4.51M - $5.04M
|
34.4K
$6.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
33.9K+ 26.35% |
$4.43M - $4.95M
|
162K
$29.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
33.2K+ 397.75% |
$4.35M - $4.86M
|
41.5K
$7.6M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
33K+ 134.85% |
$4.32M - $4.82M
|
57.4K
$10.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
32.2KNew |
$4.22M - $4.72M
|
32.2K
$5.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
32.2KNew |
$4.21M - $4.71M
|
32.2K
$5.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
31.1K+ 41.78% |
$4.07M - $4.55M
|
105K
$19.3M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
30.3KNew |
$3.96M - $4.43M
|
30.3K
$5.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
29.4K+ 2.22% |
$3.85M - $4.31M
|
1.36M
$248M
|
|
|
Feb 08, 2022
Q4 2021
|
Saratoga Research & Investment Management
|
BUY
|
- |
29.3KNew |
$3.83M - $4.28M
|
29.3K
$5.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.2K+ 4.81% |
$3.43M - $3.84M
|
571K
$105M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
23.8K+ 65.12% |
$3.12M - $3.49M
|
60.4K
$11.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
23.7K+ 47.28% |
$3.1M - $3.46M
|
73.7K
$13.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
23.1K+ 29.9% |
$3.02M - $3.38M
|
100K
$18.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
22.3KNew |
$2.92M - $3.26M
|
22.3K
$4.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
22.1K+ 327.59% |
$2.89M - $3.23M
|
28.8K
$5.27M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
22K+ 17.84% |
$2.88M - $3.22M
|
145K
$26.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 672.8% |
$2.86M - $3.2M
|
25.1K
$4.59M
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
21.4K+ 6.03% |
$2.8M - $3.13M
|
376K
$68.8M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
21KNew |
$2.74M - $3.07M
|
21K
$3.83M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20.5KNew |
$2.68M - $3M
|
20.5K
$3.75M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
20.2KNew |
$2.65M - $2.96M
|
20.2K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19.3K+ 41.65% |
$2.53M - $2.83M
|
65.7K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
19.3KNew |
$2.52M - $2.82M
|
19.3K
$3.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
18.6K+ 339.28% |
$2.43M - $2.72M
|
24K
$4.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.5K+ 5.88% |
$2.42M - $2.7M
|
333K
$60.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.4KNew |
$2.4M - $2.69M
|
18.4K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
18.3KNew |
$2.39M - $2.68M
|
18.3K
$3.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
18K+ 1034.5% |
$2.35M - $2.63M
|
19.7K
$3.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
17.1K+ 7.32% |
$2.24M - $2.5M
|
251K
$45.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
16.8K+ 7.77% |
$2.2M - $2.46M
|
233K
$42.7M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
16.8K+ 36.89% |
$2.2M - $2.46M
|
62.4K
$11.4M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
16.7KNew |
$2.18M - $2.44M
|
16.7K
$3.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
16.5K+ 1.46% |
$2.16M - $2.42M
|
1.15M
$210M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16.5K+ 10.37% |
$2.16M - $2.41M
|
176K
$32.1M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16KNew |
$2.09M - $2.34M
|
16K
$2.92M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.3KNew |
$2.01M - $2.24M
|
15.3K
$2.81M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
15.3K+ 3.55% |
$2.01M - $2.24M
|
447K
$81.8M
|