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 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61.2K+ 67.02% |
$10.3M - $11.4M
|
152K
$27M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
59.9K+ 29.99% |
$10.1M - $11.2M
|
260K
$46M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.4K+ 8.43% |
$9.83M - $10.9M
|
751K
$133M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.5K+ 9.83% |
$9.49M - $10.5M
|
631K
$112M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
56.3K+ 24.36% |
$9.47M - $10.5M
|
288K
$50.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.9K+ 774.89% |
$9.07M - $10M
|
60.9K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53.8K+ 16.88% |
$9.04M - $10M
|
372K
$65.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.5K+ 412.92% |
$8.66M - $9.59M
|
64K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 0.93% |
$8.35M - $9.25M
|
5.4M
$956M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
48.9K+ 25.95% |
$8.22M - $9.11M
|
237K
$42M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
46.7K+ 12.72% |
$7.85M - $8.69M
|
414K
$73.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.9K+ 18.29% |
$7.73M - $8.55M
|
297K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 9.46% |
$7.46M - $8.26M
|
514K
$90.9M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
42.8KNew |
$7.2M - $7.97M
|
42.8K
$7.58M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
42.5KNew |
$7.14M - $7.91M
|
42.5K
$7.52M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
39.5K+ 4.12% |
$6.64M - $7.35M
|
998K
$177M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
39.3K+ 7.78% |
$6.62M - $7.33M
|
545K
$96.5M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
38.9KNew |
$6.54M - $7.24M
|
38.9K
$6.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
38.6K+ 29.8% |
$6.48M - $7.18M
|
168K
$29.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
37.7K+ 155.27% |
$6.34M - $7.02M
|
62K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
37.2K+ 28.35% |
$6.26M - $6.94M
|
169K
$29.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
36.3K+ 45.59% |
$6.11M - $6.77M
|
116K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.8K+ 53.67% |
$6.03M - $6.67M
|
103K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
34.9K+ 15.16% |
$5.87M - $6.5M
|
265K
$46.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.1K+ 340.69% |
$5.74M - $6.35M
|
44.1K
$7.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.4K+ 21.48% |
$5.62M - $6.22M
|
189K
$33.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33.4K+ 7.21% |
$5.62M - $6.22M
|
496K
$87.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
32.7K+ 9.62% |
$5.49M - $6.08M
|
372K
$65.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.3K+ 14.08% |
$5.26M - $5.83M
|
254K
$44.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
31.2K+ 9.16% |
$5.24M - $5.81M
|
372K
$65.8M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30.5KNew |
$5.13M - $5.68M
|
30.5K
$5.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
29.7K+ 6.54% |
$5M - $5.54M
|
485K
$85.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
29.2K+ 37.87% |
$4.9M - $5.43M
|
106K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.1K+ 6.25% |
$4.89M - $5.42M
|
495K
$87.6M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
27.1K+ 72.0% |
$4.56M - $5.05M
|
64.8K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26.2K+ 2.14% |
$4.4M - $4.88M
|
1.25M
$221M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 1.81% |
$4.31M - $4.77M
|
1.44M
$254M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
25K+ 20.69% |
$4.2M - $4.65M
|
146K
$25.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
24.5K+ 6.34% |
$4.12M - $4.56M
|
411K
$72.8M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
24.2K+ 10.01% |
$4.06M - $4.5M
|
266K
$47.1M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
24.1K+ 12.69% |
$4.05M - $4.49M
|
214K
$37.9M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
23.3K+ 16.65% |
$3.92M - $4.34M
|
163K
$28.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
21.5K+ 21.17% |
$3.61M - $4M
|
123K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 8.28% |
$3.59M - $3.98M
|
279K
$49.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.4K+ 5.25% |
$3.59M - $3.98M
|
428K
$75.8M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.4K+ 12.51% |
$3.59M - $3.98M
|
192K
$34M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
21.2K+ 9359.03% |
$3.57M - $3.96M
|
21.5K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.9K+ 27.96% |
$3.52M - $3.9M
|
95.9K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
20.9K+ 8.15% |
$3.52M - $3.9M
|
278K
$49.2M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.6K+ 37.01% |
$3.46M - $3.84M
|
76.3K
$13.5M
|