Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

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 27, 2023 Q4 2022
Cowa, LLC

Tulsa, OK
BUY
 -
1.77K
+ 272.95%
$183K - $214K
2.41K $444K
Feb 13, 2023 Q4 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
1.6K
+ 1.92%
$167K - $194K
85K $15.6M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.59K
+ 17.57%
$165K - $193K
10.6K $1.96M
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
1.49K
New
$155K - $181K
1.49K $275K
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
BUY
 -
1.47K
+ 1.54%
$153K - $178K
96.9K $17.8M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
1.45K
+ 15.54%
$151K - $176K
10.8K $1.99M
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.43K
New
$149K - $174K
1.43K $264K
Feb 14, 2023 Q4 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
1.38K
New
$144K - $168K
1.38K $255K
Jan 25, 2023 Q4 2022
Stephens Inc

BUY
 -
1.33K
+ 1.7%
$138K - $161K
79.7K $14.7M
Jan 18, 2023 Q4 2022
Wesbanco Bank Inc

BUY
 -
1.3K
+ 26.87%
$135K - $158K
6.14K $1.13M
Feb 01, 2023 Q4 2022
Slate Stone Wealth, LLC

BUY
 -
1.14K
+ 1.88%
$118K - $138K
61.5K $11.3M
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
1.12K
+ 10.39%
$116K - $135K
11.8K $2.18M
Feb 02, 2023 Q4 2022
First National Trust CO

BUY
 -
1.1K
+ 47.58%
$114K - $133K
3.41K $628K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
1.08K
+ 9.13%
$112K - $131K
12.9K $2.38M
Jan 31, 2023 Q4 2022
Cabot Wealth Management Inc

BUY
 -
1.08K
+ 4.47%
$112K - $130K
25.2K $4.63M
Jan 18, 2023 Q4 2022
Aries Wealth Management

BUY
 -
1.07K
+ 5.44%
$111K - $130K
20.8K $3.82M
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
1.05K
New
$108K - $127K
1.05K $192K
Jan 20, 2023 Q4 2022
Sterling Investment Counsel, LLC

BUY
 -
1.02K
+ 22.89%
$106K - $124K
5.48K $1.01M
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
950
+ 18.41%
$98.6K - $115K
6.11K $1.12M
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
943
+ 21.08%
$97.9K - $114K
5.42K $997K
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
939
+ 24.66%
$97.5K - $114K
4.75K $874K
Jan 18, 2023 Q4 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
899
+ 1.04%
$93.3K - $109K
87.2K $16M
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
887
New
$92.1K - $108K
887 $163K
Jan 13, 2023 Q4 2022
John W. Brooker & Co., Cp As

BUY
 -
874
+ 9.8%
$90.7K - $106K
9.79K $1.8M
Jan 25, 2023 Q4 2022
Alpha Cubed Investments, LLC

BUY
 -
846
+ 29.13%
$87.8K - $103K
3.75K $690K
Jan 03, 2023 Q4 2022
Stonehearth Capital Management, LLC

BUY
 -
832
+ 0.82%
$86.4K - $101K
102K $18.8M
Jan 19, 2023 Q4 2022
Schrum Private Wealth Management LLC

BUY
 -
825
+ 28.2%
$85.7K - $100K
3.75K $691K
Feb 14, 2023 Q4 2022
Apexium Financial, LP

BUY
 -
819
+ 0.44%
$85K - $99.3K
187K $34.5M
Feb 14, 2023 Q4 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
730
+ 8.8%
$75.8K - $88.5K
9.03K $1.66M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
723
New
$75.1K - $87.7K
723 $133K
Feb 02, 2023 Q4 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
694
+ 2.08%
$72.1K - $84.1K
34K $6.26M
Feb 02, 2023 Q4 2022
Sawtooth Solutions, LLC

BUY
 -
687
+ 15.83%
$71.3K - $83.3K
5.03K $925K
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
680
+ 34.75%
$70.6K - $82.4K
2.64K $485K
Feb 13, 2023 Q4 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
672
+ 2.11%
$69.8K - $81.5K
32.6K $5.99M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
665
+ 3.19%
$69K - $80.6K
21.5K $3.96M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
647
New
$67.2K - $78.4K
647 $119K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
643
+ 22.41%
$66.8K - $78K
3.51K $647K
Feb 13, 2023 Q4 2022
Provident Investment Management, Inc.

Novi, MI
BUY
 -
627
+ 5.22%
$65.1K - $76K
12.6K $2.33M
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
625
+ 14.38%
$64.9K - $75.8K
4.97K $915K
Feb 02, 2023 Q4 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
609
+ 9.28%
$63.2K - $73.8K
7.17K $1.32M
Feb 14, 2023 Q4 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
605
+ 6.41%
$62.8K - $73.4K
10K $1.85M
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
567
+ 1.24%
$58.9K - $68.7K
46.4K $8.54M
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
561
+ 25.3%
$58.2K - $68K
2.78K $511K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
549
+ 3.45%
$57K - $66.6K
16.5K $3.03M
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
520
+ 3.55%
$54K - $63K
15.2K $2.79M
Jan 10, 2023 Q4 2022
Hoese & CO LLP

BUY
 -
480
+ 1.22%
$49.8K - $58.2K
39.9K $7.35M
Feb 06, 2023 Q4 2022
Investors Research Corp

BUY
 -
463
+ 13.95%
$48.1K - $56.1K
3.78K $696K
Jan 23, 2023 Q4 2022
Caprock Group, Inc.

BUY
 -
461
+ 1.26%
$47.9K - $55.9K
37K $6.82M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
429
New
$44.5K - $52K
429 $79K

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