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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
601K+ 46.86% |
$101M - $112M
|
1.88M
$304M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
316K+ 161.39% |
$53.2M - $58.9M
|
512K
$82.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
300K+ 13.68% |
$50.4M - $55.8M
|
2.49M
$402M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
282K+ 16325.28% |
$47.4M - $52.4M
|
283K
$45.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
201K+ 1446.89% |
$33.9M - $37.5M
|
215K
$34.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
133K+ 33.27% |
$22.3M - $24.7M
|
531K
$85.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
131K+ 131.26% |
$22M - $24.3M
|
230K
$37.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
90.7K+ 21.09% |
$15.3M - $16.9M
|
521K
$84.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
85.9KNew |
$14.5M - $16M
|
85.9K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81.1K+ 45.8% |
$13.6M - $15.1M
|
258K
$41.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77.4K+ 5.26% |
$13M - $14.4M
|
1.55M
$250M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
62.4KNew |
$10.5M - $11.6M
|
62.4K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.1K+ 340.69% |
$5.74M - $6.35M
|
44.1K
$7.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
32.7K+ 9.62% |
$5.49M - $6.08M
|
372K
$60.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
29.7K+ 6.54% |
$5M - $5.54M
|
485K
$78.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26.2K+ 2.14% |
$4.4M - $4.88M
|
1.25M
$202M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20.1KNew |
$3.37M - $3.74M
|
20.1K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.3K+ 22.12% |
$3.25M - $3.6M
|
107K
$17.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.6K+ 17.36% |
$3.13M - $3.47M
|
126K
$20.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
16.7K+ 2.55% |
$2.81M - $3.12M
|
674K
$109M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.6K+ 198.65% |
$2.79M - $3.09M
|
24.9K
$4.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.2K+ 4.61% |
$2.72M - $3.01M
|
367K
$59.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.6K+ 4.89% |
$2.62M - $2.9M
|
334K
$54M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
15.2K+ 17.63% |
$2.55M - $2.83M
|
101K
$16.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 113.47% |
$2.25M - $2.49M
|
25.1K
$4.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
13.3K+ 16.71% |
$2.24M - $2.48M
|
92.9K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
13.1K+ 10.73% |
$2.2M - $2.44M
|
135K
$21.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
13.1K+ 5.67% |
$2.2M - $2.44M
|
244K
$39.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
12.3K+ 18.61% |
$2.07M - $2.29M
|
78.3K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.5K+ 6.05% |
$1.94M - $2.15M
|
202K
$32.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
9.26K+ 17.06% |
$1.56M - $1.72M
|
63.5K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.05K+ 95.69% |
$1.52M - $1.69M
|
18.5K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.41K+ 99.07% |
$1.41M - $1.57M
|
16.9K
$2.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.07K+ 100.0% |
$1.36M - $1.5M
|
16.1K
$2.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.82K+ 16.55% |
$1.32M - $1.46M
|
55.1K
$8.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.61K+ 25.77% |
$1.28M - $1.42M
|
37.1K
$5.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
7.49K+ 45.05% |
$1.26M - $1.4M
|
24.1K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
7.46K+ 4.35% |
$1.25M - $1.39M
|
179K
$28.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.91K+ 6.21% |
$1.16M - $1.29M
|
118K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.06K+ 11.18% |
$1.02M - $1.13M
|
60.3K
$9.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5.58K+ 42.04% |
$939K - $1.04M
|
18.9K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.32K+ 16.37% |
$895K - $991K
|
37.8K
$6.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.16K+ 22.63% |
$867K - $960K
|
28K
$4.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.69K+ 15.36% |
$789K - $873K
|
35.2K
$5.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.39K+ 11.48% |
$738K - $817K
|
42.6K
$6.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.25K+ 25.76% |
$715K - $792K
|
20.8K
$3.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.01K+ 2.54% |
$674K - $747K
|
162K
$26.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.97K+ 2.74% |
$667K - $739K
|
149K
$24M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.58KNew |
$602K - $667K
|
3.58K
$578K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.51K+ 5.89% |
$589K - $653K
|
63K
$10.2M
|