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 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
447+ 8.06% |
$75.2K - $83.2K
|
6K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
444+ 13.78% |
$74.7K - $82.7K
|
3.67K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
442+ 0.82% |
$74.3K - $82.3K
|
54.2K
$9.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
440+ 9.47% |
$74K - $81.9K
|
5.09K
$901K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
439+ 1.23% |
$73.8K - $81.7K
|
36.3K
$6.42M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
437+ 11.42% |
$73.5K - $81.4K
|
4.27K
$755K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
436+ 2.4% |
$73.3K - $81.2K
|
18.6K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
436+ 8.94% |
$73.3K - $81.2K
|
5.31K
$941K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
434New |
$73K - $80.8K
|
434
$76.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
430New |
$72.3K - $80.1K
|
430
$76.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
430+ 21.18% |
$72.3K - $80.1K
|
2.46K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
424+ 4.27% |
$71.3K - $79K
|
10.4K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
421+ 6.69% |
$70.8K - $78.4K
|
6.71K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
416+ 29.78% |
$70K - $77.5K
|
1.81K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
413+ 12.83% |
$69.5K - $76.9K
|
3.63K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
409+ 8.19% |
$68.8K - $76.2K
|
5.4K
$956K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
403+ 22.79% |
$67.8K - $75K
|
2.17K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
398+ 15.44% |
$66.9K - $74.1K
|
2.98K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
394+ 0.58% |
$66.3K - $73.4K
|
67.8K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
392+ 174.22% |
$65.9K - $73K
|
617
$109K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
385+ 0.4% |
$64.7K - $71.7K
|
96.4K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
377+ 26.91% |
$63.4K - $70.2K
|
1.78K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
362+ 4.82% |
$60.9K - $67.4K
|
7.87K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
359+ 0.98% |
$60.4K - $66.8K
|
36.9K
$6.53M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
356+ 2.72% |
$59.9K - $66.3K
|
13.4K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
354+ 4.88% |
$59.5K - $65.9K
|
7.6K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
354+ 2.39% |
$59.5K - $65.9K
|
15.2K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
353+ 1.19% |
$59.4K - $65.7K
|
30K
$5.32M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
349New |
$58.7K - $65K
|
349
$61.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
342+ 21.32% |
$57.5K - $63.7K
|
1.95K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
337+ 13.4% |
$56.7K - $62.8K
|
2.85K
$505K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
337+ 2.81% |
$56.7K - $62.8K
|
12.3K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
336+ 275.41% |
$56.5K - $62.6K
|
458
$81.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
333New |
$56K - $62K
|
333
$59K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
333+ 1.56% |
$56K - $62K
|
21.6K
$3.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
331New |
$55.7K - $61.6K
|
331
$58.6K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
330+ 24.32% |
$55.5K - $61.4K
|
1.69K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
326+ 12.03% |
$54.8K - $60.7K
|
3.04K
$538K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
317+ 17.61% |
$53.3K - $59K
|
2.12K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
308+ 9.34% |
$51.8K - $57.4K
|
3.61K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
307+ 307.0% |
$51.6K - $57.2K
|
407
$72.1K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
306+ 2.39% |
$51.5K - $57K
|
13.1K
$2.32M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
304+ 1.05% |
$51.1K - $56.6K
|
29.3K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
301+ 23.39% |
$50.6K - $56K
|
1.59K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
298+ 0.21% |
$50.1K - $55.5K
|
139K
$24.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
297+ 16.07% |
$49.9K - $55.3K
|
2.15K
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
297+ 5.46% |
$49.9K - $55.3K
|
5.74K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
296New |
$49.8K - $55.1K
|
296
$52.4K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
295+ 0.4% |
$49.6K - $54.9K
|
74.5K
$13.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
289+ 0.8% |
$48.6K - $53.8K
|
36.3K
$6.43M
|