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 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.03K- 5.18% |
$107K - $125K
|
18.9K
$3.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.04K- 4.99% |
$108K - $126K
|
19.8K
$3.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.04K- 6.2% |
$108K - $126K
|
15.8K
$2.78M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.05K- 2.17% |
$108K - $127K
|
47.1K
$8.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-1.05K- 28.29% |
$109K - $127K
|
2.65K
$468K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.09K- 9.0% |
$114K - $133K
|
11.1K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.12K- 3.62% |
$116K - $135K
|
29.7K
$5.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 4.01% |
$117K - $137K
|
27.1K
$4.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.15K- 8.13% |
$120K - $140K
|
13K
$2.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.15K- 22.28% |
$120K - $140K
|
4.02K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.16K- 33.82% |
$120K - $140K
|
2.26K
$399K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.21K- 39.28% |
$125K - $146K
|
1.86K
$329K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.26K- 0.37% |
$131K - $153K
|
340K
$59.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.26K- 22.3% |
$131K - $153K
|
4.39K
$774K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.3K- 11.43% |
$135K - $157K
|
10K
$1.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.33K- 15.71% |
$138K - $162K
|
7.16K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.34K- 0.92% |
$140K - $163K
|
145K
$25.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.35K- 36.26% |
$140K - $164K
|
2.38K
$419K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.38K- 20.51% |
$143K - $167K
|
5.35K
$943K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.4K- 49.93% |
$145K - $169K
|
1.4K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 25.11% |
$146K - $170K
|
4.19K
$739K
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 1.98% |
$148K - $172K
|
70.4K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.45K- 8.72% |
$151K - $176K
|
15.2K
$2.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.47K- 16.04% |
$152K - $178K
|
7.67K
$1.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.55K- 6.14% |
$160K - $187K
|
23.6K
$4.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.56K- 7.85% |
$162K - $189K
|
18.3K
$3.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.59K- 0.37% |
$165K - $193K
|
432K
$76.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.61K- 3.45% |
$167K - $195K
|
45.1K
$7.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.62K- 2.25% |
$168K - $196K
|
70.2K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 16.9% |
$171K - $200K
|
8.09K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.65K- 1.35% |
$171K - $200K
|
120K
$21.2M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.68K- 20.91% |
$175K - $204K
|
6.36K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-1.79K- 9.33% |
$186K - $217K
|
17.4K
$3.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-1.83K- 4.97% |
$190K - $222K
|
35K
$6.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.84K- 32.45% |
$191K - $223K
|
3.83K
$675K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.86K- 98.05% |
$193K - $226K
|
37
$6.52K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.88K- 44.2% |
$195K - $228K
|
2.38K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.93K- 2.48% |
$200K - $234K
|
75.8K
$13.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.95K- 31.4% |
$202K - $236K
|
4.25K
$750K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.96K- 6.32% |
$203K - $237K
|
29K
$5.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.97K- 15.9% |
$205K - $239K
|
10.4K
$1.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.99K- 4.79% |
$206K - $241K
|
39.5K
$6.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.99K- 32.83% |
$206K - $241K
|
4.06K
$716K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.12K- 52.48% |
$220K - $257K
|
1.92K
$338K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 53.57% |
$228K - $267K
|
1.91K
$336K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.21K- 2.3% |
$229K - $268K
|
93.7K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.22K- 14.16% |
$230K - $269K
|
13.4K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.25K- 10.24% |
$233K - $272K
|
19.7K
$3.47M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.32K- 0.68% |
$241K - $282K
|
341K
$60.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.36K- 0.12% |
$244K - $286K
|
1.91M
$337M
|