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 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
15.1K+ 2.82% |
$1.97M - $2.21M
|
549K
$100M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
14.8K+ 18.39% |
$1.94M - $2.17M
|
95.5K
$17.5M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14.8KNew |
$1.93M - $2.16M
|
14.8K
$2.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14KNew |
$1.83M - $2.05M
|
14K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
14K+ 5.25% |
$1.83M - $2.04M
|
280K
$51.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
13.8K+ 26.81% |
$1.8M - $2.02M
|
65.2K
$11.9M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
13.5K+ 7.23% |
$1.77M - $1.98M
|
201K
$36.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
13.1KNew |
$1.71M - $1.91M
|
13.1K
$2.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13K+ 50.41% |
$1.71M - $1.91M
|
38.9K
$7.11M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.9K+ 3.43% |
$1.68M - $1.88M
|
387K
$70.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.7K+ 14.55% |
$1.66M - $1.85M
|
99.6K
$18.2M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
12.6K+ 9.59% |
$1.65M - $1.85M
|
144K
$26.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.6K+ 423.37% |
$1.65M - $1.84M
|
15.6K
$2.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
12.4K+ 0.3% |
$1.63M - $1.82M
|
4.09M
$748M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 2.04% |
$1.62M - $1.81M
|
617K
$113M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
11.8K+ 33.2% |
$1.54M - $1.73M
|
47.3K
$8.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
BUY
|
- |
11.6KNew |
$1.52M - $1.7M
|
11.6K
$2.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
11.4K+ 10.92% |
$1.5M - $1.67M
|
116K
$21.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
11.3K+ 14.88% |
$1.48M - $1.66M
|
87.4K
$16M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.3K+ 4.08% |
$1.48M - $1.65M
|
288K
$52.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11.2KNew |
$1.47M - $1.64M
|
11.2K
$2.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11.2K+ 327.89% |
$1.47M - $1.64M
|
14.7K
$2.68M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.2KNew |
$1.46M - $1.63M
|
11.2K
$2.04M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
10.9K+ 40.91% |
$1.43M - $1.6M
|
37.6K
$6.88M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
10.9K+ 4.24% |
$1.42M - $1.59M
|
268K
$49M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
10.7KNew |
$1.4M - $1.57M
|
10.7K
$1.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.7K+ 9.41% |
$1.39M - $1.56M
|
124K
$22.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
10.6K+ 18.71% |
$1.39M - $1.55M
|
67.4K
$12.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
10.4K+ 125.31% |
$1.37M - $1.53M
|
18.8K
$3.44M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.3K+ 8.03% |
$1.35M - $1.51M
|
139K
$25.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
9.9K+ 37.55% |
$1.3M - $1.45M
|
36.3K
$6.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.56K+ 11.42% |
$1.25M - $1.4M
|
93.2K
$17.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
9.46K+ 1.83% |
$1.24M - $1.38M
|
527K
$96.4M
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
8.8K+ 100.61% |
$1.15M - $1.29M
|
17.5K
$3.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.73KNew |
$1.14M - $1.28M
|
8.73K
$1.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
8.52K+ 7.22% |
$1.12M - $1.25M
|
127K
$23.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.42K+ 122.55% |
$1.1M - $1.23M
|
15.3K
$2.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.41K+ 1.72% |
$1.1M - $1.23M
|
498K
$91M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.35K+ 0.16% |
$1.09M - $1.22M
|
5.38M
$984M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.3K+ 125.35% |
$1.09M - $1.21M
|
14.9K
$2.73M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.23KNew |
$1.08M - $1.2M
|
8.23K
$1.5M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.98K+ 14.73% |
$1.04M - $1.17M
|
62.2K
$11.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
7.92K+ 31.12% |
$1.04M - $1.16M
|
33.3K
$6.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
7.88K+ 9.07% |
$1.03M - $1.15M
|
94.8K
$17.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.86K+ 102.93% |
$1.03M - $1.15M
|
15.5K
$2.84M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
7.68KNew |
$1M - $1.12M
|
7.68K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.21KNew |
$943K - $1.05M
|
7.21K
$1.32M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.12KNew |
$932K - $1.04M
|
7.12K
$1.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.12K+ 19243.24% |
$932K - $1.04M
|
7.16K
$1.31M
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
6.96KNew |
$910K - $1.02M
|
6.96K
$1.27M
|