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 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
150+ 3.36% |
$25.2K - $27.9K
|
4.61K
$816K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
147+ 5.56% |
$24.7K - $27.4K
|
2.79K
$494K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
145+ 4.9% |
$24.4K - $27K
|
3.1K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
145+ 40.17% |
$24.4K - $27K
|
506
$89.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
144+ 2.61% |
$24.2K - $26.8K
|
5.65K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
143+ 5.32% |
$24K - $26.6K
|
2.83K
$501K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
142+ 2.34% |
$23.9K - $26.4K
|
6.22K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
140+ 8.02% |
$23.5K - $26.1K
|
1.89K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
140+ 1.52% |
$23.5K - $26.1K
|
9.33K
$1.65M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
137New |
$23K - $25.5K
|
137
$24.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
134+ 7.96% |
$22.5K - $25K
|
1.82K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
132+ 23.16% |
$22.2K - $24.6K
|
702
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
128New |
$21.5K - $23.8K
|
128
$22.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
121+ 1.8% |
$20.3K - $22.5K
|
6.83K
$1.21M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
119+ 2.26% |
$20K - $22.2K
|
5.39K
$955K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
118+ 4.75% |
$19.8K - $22K
|
2.6K
$460K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
118+ 28.43% |
$19.8K - $22K
|
533
$94.4K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
118+ 9.02% |
$19.8K - $22K
|
1.43K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
117+ 0.87% |
$19.7K - $21.8K
|
13.6K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 1.7% |
$19.3K - $21.4K
|
6.89K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
115+ 4.09% |
$19.3K - $21.4K
|
2.93K
$518K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
114+ 8.7% |
$19.2K - $21.2K
|
1.43K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
112+ 1.79% |
$18.8K - $20.9K
|
6.36K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
111+ 1.07% |
$18.7K - $20.7K
|
10.5K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
107+ 24.26% |
$18K - $19.9K
|
548
$97K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
105+ 8.72% |
$17.7K - $19.6K
|
1.31K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
100+ 0.22% |
$16.8K - $18.6K
|
45.9K
$8.13M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
100+ 4.43% |
$16.8K - $18.6K
|
2.36K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 4.66% |
$16.8K - $18.6K
|
2.24K
$397K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
98+ 8.05% |
$16.5K - $18.2K
|
1.32K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
96+ 0.41% |
$16.1K - $17.9K
|
23.7K
$4.19M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
95+ 3.28% |
$16K - $17.7K
|
3K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
95+ 3.53% |
$16K - $17.7K
|
2.79K
$494K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
90+ 58.44% |
$15.1K - $16.8K
|
244
$43.2K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
90+ 0.29% |
$15.1K - $16.8K
|
30.7K
$5.44M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90+ 0.44% |
$15.1K - $16.8K
|
20.7K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89+ 14.69% |
$15K - $16.6K
|
695
$123K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
87New |
$14.6K - $16.2K
|
87
$15.4K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
87New |
$14.6K - $16.2K
|
87
$15.4K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
85New |
$14.3K - $15.8K
|
85
$15.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
84+ 2.24% |
$14.1K - $15.6K
|
3.84K
$680K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
83+ 2.65% |
$14K - $15.5K
|
3.21K
$569K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
82+ 0.65% |
$13.8K - $15.3K
|
12.7K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
81New |
$13.6K - $15.1K
|
81
$14.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
81+ 1.97% |
$13.6K - $15.1K
|
4.19K
$742K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
80+ 84.21% |
$13.5K - $14.9K
|
175
$31K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
80+ 2.69% |
$13.5K - $14.9K
|
3.05K
$540K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
79+ 1.7% |
$13.3K - $14.7K
|
4.73K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
78New |
$13.1K - $14.5K
|
78
$13.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
77+ 0.19% |
$12.9K - $14.3K
|
39.7K
$7.04M
|