Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 2022. 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 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-451- 0.33% |
$46.8K - $54.7K
|
136K
$24M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-456- 0.67% |
$47.3K - $55.3K
|
67.9K
$12M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-458- 7.28% |
$47.5K - $55.5K
|
5.83K
$1.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-461- 78.27% |
$47.9K - $55.9K
|
128
$22.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-478- 13.05% |
$49.6K - $58K
|
3.19K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-489- 3.28% |
$50.8K - $59.3K
|
14.4K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-490- 15.09% |
$50.9K - $59.4K
|
2.76K
$486K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-493- 10.01% |
$51.2K - $59.8K
|
4.43K
$782K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-500- 11.79% |
$51.9K - $60.6K
|
3.74K
$660K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-502- 4.3% |
$52.1K - $60.9K
|
11.2K
$1.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-514- 7.04% |
$53.4K - $62.3K
|
6.79K
$1.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-516- 7.32% |
$53.6K - $62.6K
|
6.53K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-528- 5.96% |
$54.8K - $64K
|
8.34K
$1.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-531- 9.2% |
$55.1K - $64.4K
|
5.24K
$924K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-533- 12.82% |
$55.3K - $64.6K
|
3.63K
$639K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-561- 11.4% |
$58.2K - $68K
|
4.36K
$769K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-563- 3.28% |
$58.5K - $68.3K
|
16.6K
$2.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-575- 6.81% |
$59.7K - $69.7K
|
7.87K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-581- 2.72% |
$60.3K - $70.4K
|
20.8K
$3.67M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-592- 11.51% |
$61.5K - $71.8K
|
4.55K
$803K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-595- 97.86% |
$61.8K - $72.1K
|
13
$2.29K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-597- 6.72% |
$62K - $72.4K
|
8.28K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-598- 21.51% |
$62.1K - $72.5K
|
2.18K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-601- 3.43% |
$62.4K - $72.9K
|
16.9K
$2.98M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-623- 14.53% |
$64.7K - $75.5K
|
3.67K
$646K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-626- 15.38% |
$65K - $75.9K
|
3.44K
$607K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-648- 0.3% |
$67.3K - $78.6K
|
219K
$38.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-677- 25.79% |
$70.3K - $82.1K
|
1.95K
$344K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-703- 11.29% |
$73K - $85.2K
|
5.53K
$974K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-711- 3.2% |
$73.8K - $86.2K
|
21.5K
$3.79M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-711- 3.2% |
$73.8K - $86.2K
|
21.5K
$3.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-712- 14.21% |
$73.9K - $86.3K
|
4.3K
$758K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-740- 4.32% |
$76.8K - $89.7K
|
16.4K
$2.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-755- 83.89% |
$78.4K - $91.5K
|
145
$25.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-759- 17.29% |
$78.8K - $92K
|
3.63K
$640K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-809- 12.94% |
$84K - $98.1K
|
5.44K
$960K
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-812- 0.45% |
$84.3K - $98.4K
|
181K
$31.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-821- 4.63% |
$85.2K - $99.5K
|
16.9K
$2.98M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-828- 30.94% |
$86K - $100K
|
1.85K
$326K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-829- 56.82% |
$86.1K - $101K
|
630
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-840- 0.83% |
$87.2K - $102K
|
101K
$17.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-869- 36.09% |
$90.2K - $105K
|
1.54K
$271K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-887- 2.81% |
$92.1K - $108K
|
30.6K
$5.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-900- 9.67% |
$93.4K - $109K
|
8.41K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-943- 3.25% |
$97.9K - $114K
|
28.1K
$4.96M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-946- 22.83% |
$98.2K - $115K
|
3.2K
$564K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-985- 3.67% |
$102K - $119K
|
25.9K
$4.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-998- 5.33% |
$104K - $121K
|
17.7K
$3.13M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.02K- 15.92% |
$106K - $124K
|
5.38K
$949K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.02K- 9.31% |
$106K - $124K
|
9.93K
$1.75M
|