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 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.27K+ 13.08% |
$550K - $609K
|
28.3K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.22K+ 10.29% |
$541K - $600K
|
34.5K
$6.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.21K+ 9.2% |
$540K - $598K
|
38.1K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.14K+ 14.62% |
$529K - $585K
|
24.6K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.13K+ 10.34% |
$527K - $584K
|
33.4K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.13KNew |
$527K - $583K
|
3.13K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.09K+ 14.89% |
$520K - $576K
|
23.9K
$4.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 37.0% |
$519K - $575K
|
11.4K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.08KNew |
$518K - $574K
|
3.08K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.08K+ 158.14% |
$518K - $573K
|
5.03K
$890K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.08KNew |
$517K - $573K
|
3.08K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.01K+ 62.65% |
$507K - $561K
|
7.82K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3K+ 13.93% |
$504K - $558K
|
24.5K
$4.34M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.99K+ 1.57% |
$502K - $556K
|
193K
$34.2M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.99K+ 5.24% |
$502K - $556K
|
60K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$496K - $550K
|
2.95K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.95K+ 3.63% |
$496K - $549K
|
84.1K
$14.9M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.93K+ 1.53% |
$492K - $545K
|
195K
$34.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
2.91K+ 5.04% |
$489K - $542K
|
60.6K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.9K+ 47.42% |
$488K - $541K
|
9.03K
$1.6M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.9K+ 6.15% |
$487K - $540K
|
50K
$8.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.89K+ 8.91% |
$486K - $539K
|
35.4K
$6.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.84KNew |
$478K - $529K
|
2.84K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.84K+ 2.16% |
$477K - $528K
|
134K
$23.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$467K - $518K
|
2.78K
$492K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.78K+ 0.92% |
$467K - $517K
|
304K
$53.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.76K+ 12.06% |
$464K - $514K
|
25.6K
$4.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.75K+ 8.52% |
$462K - $512K
|
35K
$6.2M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.75K+ 6.21% |
$462K - $511K
|
47K
$8.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.72K+ 17.05% |
$458K - $507K
|
18.7K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.71K+ 2.97% |
$456K - $505K
|
94K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.69K+ 5.01% |
$453K - $502K
|
56.5K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.69K+ 55.7% |
$453K - $501K
|
7.52K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.68K+ 18.93% |
$451K - $499K
|
16.8K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.61KNew |
$439K - $486K
|
2.61K
$462K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.61K+ 130450.0% |
$439K - $486K
|
2.61K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
2.57K+ 7.57% |
$432K - $479K
|
36.5K
$6.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.57K+ 1.57% |
$432K - $478K
|
166K
$29.4M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.57K+ 5.15% |
$431K - $478K
|
52.4K
$9.28M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.52K+ 9.35% |
$423K - $469K
|
29.4K
$5.21M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.51K+ 32.93% |
$423K - $468K
|
10.1K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.49KNew |
$418K - $463K
|
2.49K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.48K+ 5.56% |
$418K - $463K
|
47.2K
$8.35M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.46K+ 6.95% |
$414K - $459K
|
37.9K
$6.71M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.46K+ 38.23% |
$413K - $457K
|
8.88K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.43K+ 11.43% |
$409K - $453K
|
23.7K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.39K+ 6.68% |
$402K - $445K
|
38.2K
$6.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.38KNew |
$400K - $443K
|
2.38K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.37K+ 18.39% |
$399K - $441K
|
15.3K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.36K+ 8.29% |
$397K - $440K
|
30.8K
$5.46M
|