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 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
285+ 17.97% |
$47.9K - $53.1K
|
1.87K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
282+ 6.08% |
$47.4K - $52.5K
|
4.92K
$871K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
279+ 9.7% |
$46.9K - $52K
|
3.16K
$559K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
278+ 3.06% |
$46.7K - $51.8K
|
9.36K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
277New |
$46.6K - $51.6K
|
277
$49K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
274+ 0.09% |
$46.1K - $51K
|
295K
$52.2M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
273+ 120.8% |
$45.9K - $50.8K
|
499
$88.4K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
272New |
$45.7K - $50.6K
|
272
$48.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
265+ 1.64% |
$44.6K - $49.3K
|
16.5K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
263+ 5.35% |
$44.2K - $49K
|
5.18K
$918K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
259+ 4.91% |
$43.6K - $48.2K
|
5.53K
$979K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
255+ 16.93% |
$42.9K - $47.5K
|
1.76K
$312K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
253New |
$42.5K - $47.1K
|
253
$44.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
252+ 3.99% |
$42.4K - $46.9K
|
6.57K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
251New |
$42.2K - $46.7K
|
251
$44.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
250+ 1.87% |
$42K - $46.6K
|
13.6K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
249New |
$41.9K - $46.4K
|
249
$44.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
247+ 9.25% |
$41.5K - $46K
|
2.92K
$516K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
244+ 8.91% |
$41K - $45.4K
|
2.98K
$528K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
241+ 1.56% |
$40.5K - $44.9K
|
15.7K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
228+ 11.57% |
$38.3K - $42.5K
|
2.2K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
226+ 6.97% |
$38K - $42.1K
|
3.47K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Pacific Wealth Management
|
BUY
|
- |
224+ 0.99% |
$37.7K - $41.7K
|
22.8K
$4.03M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
220+ 10.16% |
$37K - $41K
|
2.39K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
218+ 8.5% |
$36.7K - $40.6K
|
2.78K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
218+ 1.85% |
$36.7K - $40.6K
|
12K
$2.13M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
218New |
$36.7K - $40.6K
|
218
$38.6K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
210+ 3.81% |
$35.3K - $39.1K
|
5.73K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
206+ 11.23% |
$34.6K - $38.4K
|
2.04K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
201+ 3.46% |
$33.8K - $37.4K
|
6.02K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
200+ 7.21% |
$33.6K - $37.2K
|
2.97K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
194+ 13.83% |
$32.6K - $36.1K
|
1.6K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
187+ 7.64% |
$31.4K - $34.8K
|
2.64K
$467K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
187+ 6.35% |
$31.4K - $34.8K
|
3.13K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
184+ 11.27% |
$30.9K - $34.3K
|
1.82K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
184+ 3.01% |
$30.9K - $34.3K
|
6.29K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
179+ 5.32% |
$30.1K - $33.3K
|
3.54K
$627K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
178+ 9.79% |
$29.9K - $33.1K
|
2K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
178+ 40.36% |
$29.9K - $33.1K
|
619
$110K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
176+ 1.68% |
$29.6K - $32.8K
|
10.6K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
175+ 6.75% |
$29.4K - $32.6K
|
2.77K
$490K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
165+ 35.33% |
$27.7K - $30.7K
|
632
$112K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
164+ 8.46% |
$27.6K - $30.5K
|
2.1K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
164+ 1.62% |
$27.6K - $30.5K
|
10.3K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
163+ 2.6% |
$27.4K - $30.4K
|
6.43K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
160+ 6.91% |
$26.9K - $29.8K
|
2.48K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
158+ 1.77% |
$26.6K - $29.4K
|
9.07K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
155+ 1.14% |
$26.1K - $28.9K
|
13.8K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
152+ 2.13% |
$25.6K - $28.3K
|
7.28K
$1.29M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
152+ 7.63% |
$25.6K - $28.3K
|
2.15K
$380K
|