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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.13K+ 67.38% |
$540K - $604K
|
10.3K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.08KNew |
$534K - $597K
|
4.08K
$746K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.08K+ 7.92% |
$533K - $596K
|
55.6K
$10.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.97KNew |
$519K - $581K
|
3.97K
$726K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.9K+ 13.17% |
$510K - $570K
|
33.5K
$6.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.9K+ 13.17% |
$510K - $570K
|
33.5K
$6.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
3.86KNew |
$506K - $565K
|
3.86K
$707K
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
3.78KNew |
$495K - $553K
|
3.78K
$691K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.75K+ 78.42% |
$491K - $549K
|
8.54K
$1.56M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.71KNew |
$486K - $543K
|
3.71K
$679K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.6K+ 628.27% |
$471K - $527K
|
4.17K
$763K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.6KNew |
$471K - $526K
|
3.6K
$658K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.55K+ 30.7% |
$465K - $520K
|
15.1K
$2.77M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.54K+ 9.94% |
$463K - $518K
|
39.1K
$7.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.53K+ 43.68% |
$462K - $516K
|
11.6K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.51K+ 3.21% |
$459K - $513K
|
113K
$20.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3.41K+ 3.69% |
$446K - $499K
|
95.8K
$17.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.39K+ 6.36% |
$444K - $496K
|
56.7K
$10.4M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.35KNew |
$438K - $490K
|
3.35K
$612K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.33KNew |
$435K - $486K
|
3.33K
$608K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.3K+ 3.58% |
$432K - $482K
|
95.3K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.26KNew |
$427K - $477K
|
3.26K
$596K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.25KNew |
$425K - $475K
|
3.25K
$594K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.25K+ 19.42% |
$425K - $475K
|
20K
$3.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.17K+ 0.49% |
$415K - $464K
|
655K
$120M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.15KNew |
$412K - $460K
|
3.15K
$576K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$406K - $454K
|
3.1K
$568K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.05K+ 1.23% |
$399K - $446K
|
251K
$45.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.02KNew |
$395K - $441K
|
3.02K
$552K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.01KNew |
$394K - $440K
|
3.01K
$551K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3K+ 78.12% |
$392K - $438K
|
6.83K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.96K+ 2.7% |
$387K - $433K
|
112K
$20.5M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.95K+ 41.98% |
$386K - $432K
|
9.98K
$1.82M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.91KNew |
$381K - $426K
|
2.91K
$533K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.79KNew |
$365K - $408K
|
2.79K
$510K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.74KNew |
$359K - $401K
|
2.74K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.67KNew |
$349K - $391K
|
2.67K
$488K
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
2.66K+ 20.24% |
$348K - $389K
|
15.8K
$2.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.57K+ 9.68% |
$336K - $375K
|
29.1K
$5.32M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.56K+ 8.58% |
$335K - $374K
|
32.4K
$5.93M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.5K+ 18.41% |
$327K - $366K
|
16.1K
$2.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.47K+ 21.74% |
$323K - $361K
|
13.8K
$2.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.44KNew |
$319K - $356K
|
2.44K
$445K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
2.43KNew |
$317K - $355K
|
2.43K
$444K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.42K+ 129.33% |
$317K - $354K
|
4.29K
$785K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
2.38K+ 94.9% |
$312K - $349K
|
4.9K
$896K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.38K+ 0.58% |
$311K - $348K
|
411K
$75.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
2.35K+ 21.08% |
$308K - $344K
|
13.5K
$2.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.34K+ 2.34% |
$306K - $342K
|
102K
$18.7M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2.34KNew |
$306K - $342K
|
2.34K
$428K
|