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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.16K+ 22.63% |
$867K - $960K
|
28K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.14KNew |
$865K - $958K
|
5.14K
$911K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.12K+ 7.03% |
$861K - $953K
|
78K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.08K+ 4.94% |
$854K - $945K
|
108K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
5.07K+ 54.18% |
$853K - $945K
|
14.4K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
5.03K+ 27.81% |
$847K - $937K
|
23.1K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.02K+ 11.76% |
$845K - $936K
|
47.7K
$8.45M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.99K+ 38.96% |
$839K - $930K
|
17.8K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.9K+ 11.74% |
$825K - $913K
|
46.7K
$8.26M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.9K+ 8.24% |
$823K - $912K
|
64.3K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.71K+ 3.65% |
$792K - $877K
|
134K
$23.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.7K+ 21.26% |
$790K - $875K
|
26.8K
$4.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.69K+ 15.36% |
$789K - $873K
|
35.2K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.68K+ 60.07% |
$787K - $872K
|
12.5K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 78.69% |
$782K - $866K
|
10.6K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.5K+ 12.48% |
$757K - $838K
|
40.5K
$7.18M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
4.47K+ 43.03% |
$751K - $831K
|
14.8K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.39K+ 11.48% |
$738K - $817K
|
42.6K
$7.54M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
4.39K+ 1.78% |
$737K - $817K
|
250K
$44.3M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.29K+ 53.09% |
$722K - $799K
|
12.4K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.28K+ 128.48% |
$720K - $797K
|
7.61K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.26K+ 6.97% |
$717K - $794K
|
65.4K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.25K+ 25.76% |
$715K - $792K
|
20.8K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.16K+ 4.45% |
$700K - $775K
|
97.6K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.15KNew |
$698K - $773K
|
4.15K
$735K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.02K+ 9.78% |
$676K - $748K
|
45.1K
$7.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.01K+ 2.54% |
$674K - $747K
|
162K
$28.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.97K+ 2.74% |
$667K - $739K
|
149K
$26.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.92K+ 20.12% |
$659K - $729K
|
23.4K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.89K+ 24.32% |
$654K - $724K
|
19.9K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.88K+ 3.06% |
$652K - $722K
|
130K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.86K+ 188.21% |
$650K - $720K
|
5.92K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.85K+ 25.55% |
$648K - $717K
|
18.9K
$3.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
3.85K+ 10.41% |
$648K - $717K
|
40.8K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.84KNew |
$646K - $716K
|
3.84K
$680K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
3.83K+ 7.63% |
$644K - $713K
|
54.1K
$9.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.75K+ 3.46% |
$630K - $698K
|
112K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.75K+ 75.25% |
$630K - $697K
|
8.72K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.73K+ 11.7% |
$627K - $694K
|
35.6K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.68K+ 15.27% |
$619K - $685K
|
27.8K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.65K+ 4.64% |
$614K - $680K
|
82.4K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.61K+ 7.23% |
$607K - $672K
|
53.5K
$9.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.61K+ 17.7% |
$606K - $671K
|
24K
$4.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.58KNew |
$602K - $667K
|
3.58K
$634K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.51K+ 5.89% |
$589K - $653K
|
63K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 8.44% |
$580K - $643K
|
44.3K
$7.85M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.42K+ 10.58% |
$575K - $637K
|
35.7K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.4K+ 14.26% |
$572K - $633K
|
27.3K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.36K+ 24.4% |
$565K - $625K
|
17.1K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.33KNew |
$560K - $620K
|
3.33K
$589K
|