Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.37M+ 2898.7% |
$1.24B - $1.37B
|
7.62M
$1.35B
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.71M+ 9.31% |
$456M - $505M
|
31.9M
$5.64B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.32M+ 7.82% |
$222M - $246M
|
18.2M
$3.22B
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.19M+ 995.93% |
$201M - $222M
|
1.31M
$232M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
601K+ 46.86% |
$101M - $112M
|
1.88M
$334M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
461K+ 5.07% |
$77.5M - $85.8M
|
9.55M
$1.69B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
381K+ 5.79% |
$64.1M - $70.9M
|
6.96M
$1.23B
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
343K+ 11.18% |
$57.6M - $63.8M
|
3.41M
$604M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
324K+ 6.73% |
$54.6M - $60.4M
|
5.14M
$911M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
316K+ 161.39% |
$53.2M - $58.9M
|
512K
$90.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
309K+ 76.77% |
$51.9M - $57.5M
|
711K
$126M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
300K+ 13.68% |
$50.4M - $55.8M
|
2.49M
$441M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
286K+ 30.9% |
$48.1M - $53.3M
|
1.21M
$215M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
282K+ 16325.28% |
$47.4M - $52.4M
|
283K
$50.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
251KNew |
$42.3M - $46.8M
|
251K
$44.5M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
227KNew |
$38.1M - $42.2M
|
227K
$40.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
201K+ 1446.89% |
$33.9M - $37.5M
|
215K
$38.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
191K+ 40.1% |
$32.1M - $35.5M
|
667K
$118M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
190K+ 1000.52% |
$31.9M - $35.3M
|
209K
$37M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
188K+ 31.41% |
$31.7M - $35.1M
|
789K
$140M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
175KNew |
$29.4M - $32.6M
|
175K
$31M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
171K+ 17.88% |
$28.8M - $31.9M
|
1.13M
$200M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
160K+ 180.35% |
$26.8M - $29.7M
|
248K
$43.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
159K+ 25.72% |
$26.7M - $29.6M
|
776K
$137M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
145K+ 8.97% |
$24.4M - $27M
|
1.76M
$312M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
141K+ 10.23% |
$23.8M - $26.3M
|
1.52M
$270M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 7.8% |
$23.6M - $26.1M
|
1.94M
$343M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 6.68% |
$22.6M - $25M
|
2.15M
$380M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
133K+ 33.27% |
$22.3M - $24.7M
|
531K
$94.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
133K+ 6.02% |
$22.3M - $24.7M
|
2.33M
$413M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
131K+ 131.26% |
$22M - $24.3M
|
230K
$40.7M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
116KNew |
$19.6M - $21.7M
|
116K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
113K+ 59.89% |
$19M - $21.1M
|
302K
$53.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
110K+ 10.48% |
$18.5M - $20.4M
|
1.16M
$205M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 6.3% |
$18.3M - $20.3M
|
1.84M
$325M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
108K+ 5.79% |
$18.1M - $20M
|
1.97M
$349M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
97.8K+ 53.86% |
$16.5M - $18.2M
|
280K
$49.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
90.7K+ 21.09% |
$15.3M - $16.9M
|
521K
$92.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
88.7K+ 101.63% |
$14.9M - $16.5M
|
176K
$31.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
85.9KNew |
$14.5M - $16M
|
85.9K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81.1K+ 45.8% |
$13.6M - $15.1M
|
258K
$45.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77.4K+ 5.26% |
$13M - $14.4M
|
1.55M
$274M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
77.2KNew |
$13M - $14.4M
|
77.2K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77K+ 13.82% |
$13M - $14.3M
|
635K
$112M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
75K+ 284.34% |
$12.6M - $14M
|
101K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64.7KNew |
$10.9M - $12M
|
64.7K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
63.3KNew |
$10.6M - $11.8M
|
63.3K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
62.4KNew |
$10.5M - $11.6M
|
62.4K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.2K+ 88.91% |
$10.5M - $11.6M
|
132K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
62.1K+ 22.05% |
$10.4M - $11.6M
|
344K
$60.9M
|