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 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.61K+ 3.27% |
$1.45M - $1.6M
|
272K
$48.2M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.58K+ 23.55% |
$1.44M - $1.6M
|
45K
$7.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.41K+ 99.07% |
$1.41M - $1.57M
|
16.9K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.34KNew |
$1.4M - $1.55M
|
8.34K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
8.19K+ 5.79% |
$1.38M - $1.53M
|
150K
$26.5M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.18K+ 3.5% |
$1.38M - $1.52M
|
242K
$42.9M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.14K+ 8.11% |
$1.37M - $1.52M
|
109K
$19.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.07K+ 100.0% |
$1.36M - $1.5M
|
16.1K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.98K+ 9.95% |
$1.34M - $1.49M
|
88.2K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.91K+ 25.44% |
$1.33M - $1.47M
|
39K
$6.9M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.85K+ 1.5% |
$1.32M - $1.46M
|
532K
$94.2M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.84K+ 10.48% |
$1.32M - $1.46M
|
82.7K
$14.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.82K+ 16.55% |
$1.32M - $1.46M
|
55.1K
$9.76M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.77K+ 2.12% |
$1.31M - $1.45M
|
374K
$66.3M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.75K+ 11.46% |
$1.3M - $1.44M
|
75.4K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.66K+ 7.04% |
$1.29M - $1.43M
|
116K
$20.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.61K+ 25.77% |
$1.28M - $1.42M
|
37.1K
$6.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.61K+ 12.97% |
$1.28M - $1.42M
|
66.3K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
7.49K+ 45.05% |
$1.26M - $1.4M
|
24.1K
$4.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
7.46K+ 4.35% |
$1.25M - $1.39M
|
179K
$31.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
7.31K+ 13.28% |
$1.23M - $1.36M
|
62.4K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.91K+ 6.21% |
$1.16M - $1.29M
|
118K
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.84K+ 137.41% |
$1.15M - $1.27M
|
11.8K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.82K+ 1.65% |
$1.15M - $1.27M
|
420K
$74.3M
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.81K+ 21.43% |
$1.14M - $1.27M
|
38.6K
$6.83M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.77K+ 14.84% |
$1.14M - $1.26M
|
52.4K
$9.28M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.73K+ 4.02% |
$1.13M - $1.25M
|
174K
$30.8M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
6.73K+ 5.02% |
$1.13M - $1.25M
|
141K
$25M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.72K+ 16.14% |
$1.13M - $1.25M
|
48.4K
$8.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.52KNew |
$1.1M - $1.21M
|
6.52K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
6.38K+ 8.4% |
$1.07M - $1.19M
|
82.3K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.37KNew |
$1.07M - $1.19M
|
6.37K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.15K+ 45.47% |
$1.03M - $1.15M
|
19.7K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.06K+ 11.18% |
$1.02M - $1.13M
|
60.3K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.05K+ 52.9% |
$1.02M - $1.13M
|
17.5K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.02K+ 4.62% |
$1.01M - $1.12M
|
136K
$24.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.99K+ 73.4% |
$1.01M - $1.12M
|
14.2K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.98K+ 9.61% |
$1.01M - $1.11M
|
68.2K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.95K+ 9.98% |
$1M - $1.11M
|
65.6K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.74KNew |
$965K - $1.07M
|
5.74K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.59K+ 42.66% |
$940K - $1.04M
|
18.7K
$3.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5.58K+ 42.04% |
$939K - $1.04M
|
18.9K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.48K+ 14.77% |
$922K - $1.02M
|
42.6K
$7.54M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.36K+ 7.58% |
$902K - $998K
|
76.1K
$13.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
5.35K+ 11.93% |
$899K - $995K
|
50.1K
$8.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.32K+ 16.37% |
$895K - $991K
|
37.8K
$6.7M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
5.32KNew |
$895K - $991K
|
5.32K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.29KNew |
$890K - $985K
|
5.29K
$937K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.23K+ 1.56% |
$879K - $974K
|
341K
$60.3M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.19K+ 39.29% |
$872K - $966K
|
18.4K
$3.26M
|