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
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.33K+ 35.34% |
$392K - $434K
|
8.93K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.32K+ 6.3% |
$390K - $432K
|
39.1K
$6.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.26K+ 30.68% |
$380K - $420K
|
9.62K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.26KNew |
$379K - $420K
|
2.26K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.25KNew |
$379K - $420K
|
2.25K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$379K - $419K
|
2.25K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.23K+ 21.43% |
$374K - $415K
|
12.6K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.22K+ 3.33% |
$373K - $413K
|
68.9K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.21K+ 3.01% |
$372K - $412K
|
75.8K
$13.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.2K+ 4.66% |
$370K - $409K
|
49.4K
$8.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.17K+ 23.15% |
$365K - $404K
|
11.6K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.1K+ 3.81% |
$352K - $390K
|
57.2K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 8.76% |
$351K - $389K
|
25.9K
$4.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.09K+ 20.71% |
$351K - $388K
|
12.2K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.06K+ 75.63% |
$347K - $384K
|
4.79K
$849K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.06K+ 13.98% |
$346K - $383K
|
16.8K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.06KNew |
$346K - $383K
|
2.06K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
2.02K+ 11.09% |
$340K - $376K
|
20.2K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 13.17% |
$338K - $374K
|
17.3K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.98K+ 19.76% |
$333K - $369K
|
12K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.97K+ 51.3% |
$332K - $367K
|
5.82K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 13.45% |
$331K - $366K
|
16.6K
$2.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.97K+ 9.8% |
$330K - $366K
|
22K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.95K+ 12.26% |
$328K - $363K
|
17.8K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.94K+ 3.86% |
$326K - $361K
|
52.3K
$9.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.94K+ 8.36% |
$326K - $361K
|
25.1K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.91K+ 6.58% |
$322K - $356K
|
31K
$5.49M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 30.73% |
$321K - $356K
|
8.13K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.9K+ 4.61% |
$320K - $355K
|
43.2K
$7.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.87KNew |
$314K - $348K
|
1.87K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.85KNew |
$312K - $345K
|
1.85K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.85K+ 27.68% |
$311K - $344K
|
8.53K
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.85KNew |
$311K - $344K
|
1.85K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.83K+ 132.32% |
$308K - $341K
|
3.21K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 74.69% |
$303K - $335K
|
4.21K
$745K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.79K+ 93.48% |
$302K - $334K
|
3.71K
$657K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.79K+ 4.99% |
$300K - $333K
|
37.6K
$6.66M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.78K+ 30.82% |
$299K - $331K
|
7.55K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
1.77K+ 59.5% |
$298K - $330K
|
4.75K
$840K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.77K+ 3.65% |
$297K - $329K
|
50.2K
$8.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
1.74K+ 22.58% |
$293K - $324K
|
9.45K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.73K+ 23.15% |
$291K - $322K
|
9.2K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.72K+ 8.0% |
$289K - $320K
|
23.2K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
1.71KNew |
$288K - $318K
|
1.71K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$286K - $317K
|
1.7K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.7K+ 14.24% |
$286K - $317K
|
13.6K
$2.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.69K+ 14.67% |
$285K - $315K
|
13.2K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.69KNew |
$284K - $314K
|
1.69K
$299K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.67K+ 573.54% |
$281K - $311K
|
1.96K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.66K+ 21.81% |
$279K - $309K
|
9.28K
$1.64M
|