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 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.26K+ 2.44% |
$296K - $331K
|
94.7K
$17.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.26K+ 31.72% |
$295K - $330K
|
9.36K
$1.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
2.25KNew |
$294K - $329K
|
2.25K
$411K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.24KNew |
$294K - $328K
|
2.24K
$410K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.22KNew |
$291K - $325K
|
2.22K
$406K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 0.43% |
$288K - $322K
|
511K
$93.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.19K+ 7.58% |
$287K - $321K
|
31.1K
$5.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.15KNew |
$282K - $315K
|
2.15K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.07K+ 15.64% |
$270K - $302K
|
15.3K
$2.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.05KNew |
$268K - $300K
|
2.05K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.98K+ 3.47% |
$259K - $290K
|
59.1K
$10.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.97K+ 77.19% |
$258K - $288K
|
4.52K
$827K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.91KNew |
$250K - $279K
|
1.91K
$349K
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$249K - $278K
|
1.9K
$347K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.88KNew |
$246K - $275K
|
1.88K
$344K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.87K+ 11.27% |
$244K - $273K
|
18.4K
$3.37M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.85K+ 10.75% |
$243K - $271K
|
19.1K
$3.49M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.8K+ 44.38% |
$235K - $263K
|
5.85K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.78K+ 160.56% |
$233K - $260K
|
2.89K
$528K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 2.42% |
$232K - $259K
|
75.1K
$13.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 91.79% |
$230K - $257K
|
3.67K
$671K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.75K+ 13.12% |
$229K - $256K
|
15.1K
$2.76M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.72K+ 1.67% |
$225K - $252K
|
105K
$19.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.72K+ 62.18% |
$224K - $251K
|
4.47K
$818K
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
1.71K+ 24.68% |
$224K - $250K
|
8.65K
$1.58M
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.7K+ 7.85% |
$223K - $249K
|
23.4K
$4.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.69K+ 35.15% |
$221K - $247K
|
6.49K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.66K+ 6.79% |
$217K - $242K
|
26.1K
$4.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.65KNew |
$216K - $242K
|
1.65K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.65KNew |
$216K - $241K
|
1.65K
$302K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.64KNew |
$214K - $239K
|
1.64K
$299K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$214K - $239K
|
1.64K
$299K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
1.56KNew |
$204K - $227K
|
1.56K
$284K
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.55K+ 3.43% |
$202K - $226K
|
46.6K
$8.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
1.53KNew |
$201K - $224K
|
1.53K
$281K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
1.52KNew |
$199K - $223K
|
1.52K
$278K
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.5KNew |
$196K - $219K
|
1.5K
$274K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
1.49KNew |
$196K - $219K
|
1.49K
$273K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.49K+ 7.02% |
$194K - $217K
|
22.6K
$4.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
1.46KNew |
$191K - $214K
|
1.46K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.46KNew |
$190K - $213K
|
1.46K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.46K+ 26.42% |
$190K - $213K
|
6.96K
$1.27M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.45KNew |
$190K - $212K
|
1.45K
$265K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 2.52% |
$189K - $212K
|
58.9K
$10.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.44KNew |
$189K - $211K
|
1.44K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.43K+ 2.51% |
$187K - $209K
|
58.3K
$10.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$186K - $208K
|
1.42K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.41KNew |
$185K - $206K
|
1.41K
$258K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.4KNew |
$183K - $205K
|
1.4K
$256K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.4KNew |
$183K - $205K
|
1.4K
$256K
|