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 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 10.46% |
$2.34M - $2.59M
|
147K
$26M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.4K+ 13.73% |
$2.26M - $2.5M
|
111K
$19.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 113.47% |
$2.25M - $2.49M
|
25.1K
$4.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
13.3K+ 16.71% |
$2.24M - $2.48M
|
92.9K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13.3K+ 22.77% |
$2.24M - $2.48M
|
71.7K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.2K+ 2.68% |
$2.21M - $2.45M
|
503K
$89.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
13.1K+ 10.73% |
$2.2M - $2.44M
|
135K
$23.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
13.1K+ 5.67% |
$2.2M - $2.44M
|
244K
$43.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
13.1K+ 5.67% |
$2.2M - $2.44M
|
244K
$43.2M
|
|
|
May 12, 2025
Q1 2025
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
12.9K+ 3.93% |
$2.16M - $2.39M
|
340K
$60.2M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.7K+ 5.04% |
$2.13M - $2.36M
|
264K
$46.7M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.5K+ 22.07% |
$2.11M - $2.33M
|
69.3K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
12.4KNew |
$2.09M - $2.31M
|
12.4K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
12.3K+ 18.61% |
$2.07M - $2.29M
|
78.3K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.1K+ 2.49% |
$2.04M - $2.26M
|
499K
$88.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.1K+ 6.07% |
$2.03M - $2.25M
|
211K
$37.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
12KNew |
$2.02M - $2.23M
|
12K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
12KNew |
$2.02M - $2.23M
|
12K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
12KNew |
$2.01M - $2.23M
|
12K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
11.8K+ 2.82% |
$1.98M - $2.2M
|
430K
$76.1M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.8K+ 12.04% |
$1.98M - $2.19M
|
110K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.7K+ 19.81% |
$1.98M - $2.19M
|
71K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
11.6K+ 15.33% |
$1.95M - $2.16M
|
87.3K
$15.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.5K+ 6.05% |
$1.94M - $2.15M
|
202K
$35.8M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.5K+ 28.8% |
$1.93M - $2.13M
|
51.2K
$9.07M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
11.4K+ 3.32% |
$1.91M - $2.12M
|
354K
$62.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11.3K+ 13.7% |
$1.91M - $2.11M
|
94K
$16.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 5.73% |
$1.9M - $2.11M
|
209K
$37M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11K+ 30.11% |
$1.86M - $2.06M
|
47.7K
$8.45M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 5.39% |
$1.85M - $2.05M
|
215K
$38.1M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
11K+ 1.48% |
$1.85M - $2.05M
|
755K
$134M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
10.8K+ 18.2% |
$1.82M - $2.02M
|
70.5K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8K+ 18.92% |
$1.82M - $2.01M
|
67.9K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
10.4K+ 19.03% |
$1.75M - $1.94M
|
65.2K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$1.73M - $1.91M
|
10.3K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.98K+ 578.94% |
$1.68M - $1.86M
|
11.7K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.88K+ 14.4% |
$1.66M - $1.84M
|
78.5K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.84K+ 8.62% |
$1.65M - $1.83M
|
124K
$22M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.84K+ 13.94% |
$1.65M - $1.83M
|
80.4K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.76K+ 1.97% |
$1.64M - $1.82M
|
506K
$89.5M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 11.82% |
$1.64M - $1.82M
|
92.2K
$16.3M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
9.74K+ 23.31% |
$1.64M - $1.81M
|
51.5K
$9.12M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
9.38K+ 11.31% |
$1.58M - $1.75M
|
92.3K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9.28K+ 12.35% |
$1.56M - $1.73M
|
84.4K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
9.26K+ 17.06% |
$1.56M - $1.72M
|
63.5K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.25K+ 11.74% |
$1.56M - $1.72M
|
88.1K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.15K+ 102.07% |
$1.54M - $1.7M
|
18.1K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.05K+ 95.69% |
$1.52M - $1.69M
|
18.5K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.89K+ 16.18% |
$1.5M - $1.66M
|
63.9K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
8.63K+ 7.52% |
$1.45M - $1.61M
|
123K
$21.8M
|