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
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.3K+ 34.58% |
$3.41M - $3.77M
|
78.9K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20.1KNew |
$3.37M - $3.74M
|
20.1K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.9K+ 12.97% |
$3.35M - $3.71M
|
173K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
19.9K+ 30.29% |
$3.34M - $3.7M
|
85.5K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
19.8K+ 22.22% |
$3.33M - $3.69M
|
109K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
19.7K+ 30.25% |
$3.31M - $3.67M
|
84.9K
$15M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
19.7KNew |
$3.31M - $3.66M
|
19.7K
$3.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
19.4K+ 13.58% |
$3.26M - $3.61M
|
162K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 17.76% |
$3.25M - $3.6M
|
128K
$22.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.3K+ 22.12% |
$3.25M - $3.6M
|
107K
$18.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
19.1K+ 12.14% |
$3.22M - $3.56M
|
177K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.1K+ 19.44% |
$3.21M - $3.56M
|
117K
$20.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19K+ 394.8% |
$3.19M - $3.54M
|
23.8K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$3.18M - $3.52M
|
18.9K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.6K+ 17.36% |
$3.13M - $3.47M
|
126K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.3K+ 3.14% |
$3.08M - $3.41M
|
601K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
18.3K+ 18.91% |
$3.08M - $3.41M
|
115K
$20.4M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18.1K+ 16.29% |
$3.05M - $3.38M
|
129K
$22.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
17.8KNew |
$2.99M - $3.32M
|
17.8K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
17.8K+ 27.08% |
$2.99M - $3.31M
|
83.4K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.6K+ 58.55% |
$2.96M - $3.28M
|
47.6K
$8.44M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
17.5K+ 22.73% |
$2.94M - $3.25M
|
94.3K
$16.7M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.4K+ 247.05% |
$2.92M - $3.24M
|
24.4K
$4.32M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
17.3K+ 12.39% |
$2.92M - $3.23M
|
157K
$27.9M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
17.2K+ 3.27% |
$2.9M - $3.21M
|
545K
$96.4M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
17K+ 1318.27% |
$2.85M - $3.16M
|
18.2K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 8.68% |
$2.82M - $3.12M
|
210K
$37.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
16.7K+ 2.55% |
$2.81M - $3.12M
|
674K
$119M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
16.7KNew |
$2.81M - $3.11M
|
16.7K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
16.7K+ 71.85% |
$2.81M - $3.11M
|
39.9K
$7.07M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
16.6K+ 57.34% |
$2.8M - $3.1M
|
45.7K
$8.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.6K+ 198.65% |
$2.79M - $3.09M
|
24.9K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4KNew |
$2.75M - $3.05M
|
16.4K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.2K+ 4.61% |
$2.72M - $3.01M
|
367K
$65M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 11.11% |
$2.72M - $3.01M
|
162K
$28.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16K+ 13.44% |
$2.69M - $2.97M
|
135K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.9K+ 3.75% |
$2.67M - $2.96M
|
440K
$77.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.6K+ 4.89% |
$2.62M - $2.9M
|
334K
$59.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
15.6K+ 4.46% |
$2.62M - $2.9M
|
365K
$64.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 12.39% |
$2.61M - $2.89M
|
141K
$24.9M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
15.5K+ 11.96% |
$2.6M - $2.88M
|
145K
$25.7M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.3K+ 16.71% |
$2.56M - $2.84M
|
107K
$18.9M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15.2K+ 50.69% |
$2.55M - $2.83M
|
45.1K
$7.99M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
15.2K+ 17.63% |
$2.55M - $2.83M
|
101K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
14.9K+ 623.26% |
$2.51M - $2.78M
|
17.3K
$3.07M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.9K+ 17.55% |
$2.5M - $2.77M
|
99.8K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
14.8K+ 372.4% |
$2.5M - $2.76M
|
18.8K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14.7K+ 81.04% |
$2.47M - $2.74M
|
32.9K
$5.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
14.4K+ 7.78% |
$2.42M - $2.68M
|
200K
$35.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.3K+ 2.99% |
$2.4M - $2.66M
|
492K
$87.1M
|