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 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
746+ 3.48% |
$125K - $139K
|
22.2K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
742+ 4.54% |
$125K - $138K
|
17.1K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
739+ 10.82% |
$124K - $138K
|
7.57K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
729+ 2.92% |
$123K - $136K
|
25.7K
$4.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
719+ 3.58% |
$121K - $134K
|
20.8K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
715+ 21.0% |
$120K - $133K
|
4.12K
$729K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
704+ 47.73% |
$118K - $131K
|
2.18K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
700+ 9.56% |
$118K - $130K
|
8.02K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
698+ 7.44% |
$117K - $130K
|
10.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
676+ 11.09% |
$114K - $126K
|
6.77K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
666+ 1.65% |
$112K - $124K
|
41K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
662+ 20.32% |
$111K - $123K
|
3.92K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
659+ 5.71% |
$111K - $123K
|
12.2K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
648+ 9.44% |
$109K - $121K
|
7.51K
$1.33M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
647+ 0.21% |
$109K - $120K
|
303K
$53.6M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
644+ 21.57% |
$108K - $120K
|
3.63K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
638+ 4.06% |
$107K - $119K
|
16.4K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
625+ 1.56% |
$105K - $116K
|
40.8K
$7.22M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
624+ 9.07% |
$105K - $116K
|
7.5K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
620New |
$104K - $115K
|
620
$110K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
619+ 4.23% |
$104K - $115K
|
15.2K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
604+ 6.47% |
$102K - $112K
|
9.94K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
602New |
$101K - $112K
|
602
$107K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
582+ 0.94% |
$97.9K - $108K
|
62.4K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
580+ 35.91% |
$97.5K - $108K
|
2.2K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
577+ 109.28% |
$97K - $107K
|
1.11K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
569+ 4.9% |
$95.7K - $106K
|
12.2K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
558+ 5.46% |
$93.8K - $104K
|
10.8K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
554+ 3.63% |
$93.2K - $103K
|
15.8K
$2.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
541+ 14.81% |
$91K - $101K
|
4.19K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
538+ 17.63% |
$90.5K - $100K
|
3.59K
$636K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
537+ 3.45% |
$90.3K - $100K
|
16.1K
$2.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
531+ 1.78% |
$89.3K - $98.9K
|
30.3K
$5.36M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
528+ 17.45% |
$88.8K - $98.3K
|
3.55K
$629K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
527+ 3.04% |
$88.6K - $98.1K
|
17.8K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
527+ 9.66% |
$88.6K - $98.1K
|
5.98K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
525+ 11.75% |
$88.3K - $97.8K
|
4.99K
$884K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
521+ 0.62% |
$87.6K - $97K
|
85.2K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
517+ 14.7% |
$86.9K - $96.3K
|
4.03K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
516+ 2.8% |
$86.8K - $96.1K
|
19K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
492+ 5.72% |
$82.7K - $91.6K
|
9.1K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
483+ 3.1% |
$81.2K - $89.9K
|
16K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
478+ 5.25% |
$80.4K - $89K
|
9.59K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
475+ 13.12% |
$79.9K - $88.4K
|
4.1K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
472+ 79.73% |
$79.4K - $87.9K
|
1.06K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
470+ 1.33% |
$79K - $87.5K
|
35.7K
$6.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
467+ 8.23% |
$78.5K - $87K
|
6.14K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
460+ 24.56% |
$77.4K - $85.7K
|
2.33K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
456+ 14.36% |
$76.7K - $84.9K
|
3.63K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
456+ 1.16% |
$76.7K - $84.9K
|
39.9K
$7.06M
|