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 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.64KNew |
$275K - $305K
|
1.64K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.63K+ 26.56% |
$275K - $304K
|
7.79K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.63KNew |
$274K - $304K
|
1.63K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.62K+ 2.19% |
$272K - $301K
|
75.3K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.59K+ 15.25% |
$268K - $296K
|
12K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 9.82% |
$262K - $290K
|
17.4K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.55K+ 29.54% |
$261K - $289K
|
6.81K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.54K+ 2.78% |
$259K - $287K
|
57K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.54K+ 39.11% |
$258K - $286K
|
5.47K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 0.29% |
$256K - $283K
|
519K
$91.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.51K+ 11.56% |
$254K - $281K
|
14.6K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.47K+ 21.6% |
$247K - $274K
|
8.28K
$1.47M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.46K+ 4.44% |
$246K - $273K
|
34.4K
$6.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.46K+ 3.75% |
$246K - $272K
|
40.4K
$7.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.46K+ 7.61% |
$245K - $271K
|
20.6K
$3.64M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.43K+ 88.46% |
$241K - $267K
|
3.05K
$541K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 7.91% |
$240K - $266K
|
19.5K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.43K+ 11.02% |
$240K - $266K
|
14.4K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.42KNew |
$239K - $265K
|
1.42K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.41K+ 2.4% |
$236K - $262K
|
60.1K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.39K+ 1.35% |
$233K - $258K
|
105K
$18.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.38K+ 11.85% |
$232K - $257K
|
13K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.37KNew |
$231K - $255K
|
1.37K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.37K+ 6.31% |
$230K - $255K
|
23.1K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.36KNew |
$228K - $253K
|
1.36K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.35KNew |
$228K - $252K
|
1.35K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.35K+ 84.01% |
$227K - $251K
|
2.96K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.33K+ 298.43% |
$223K - $247K
|
1.77K
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.31KNew |
$221K - $244K
|
1.31K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.31KNew |
$220K - $244K
|
1.31K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.31K+ 44.65% |
$220K - $243K
|
4.23K
$749K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.31KNew |
$219K - $243K
|
1.31K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.3KNew |
$218K - $241K
|
1.3K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.29KNew |
$217K - $240K
|
1.29K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.27KNew |
$214K - $236K
|
1.27K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.26K+ 2.36% |
$213K - $235K
|
54.9K
$9.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.26KNew |
$212K - $235K
|
1.26K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.24K+ 25.5% |
$209K - $231K
|
6.1K
$1.08M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.23K+ 3.33% |
$207K - $229K
|
38.1K
$6.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.22K+ 42.88% |
$205K - $227K
|
4.06K
$718K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.2KNew |
$202K - $224K
|
1.2K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
1.19KNew |
$201K - $222K
|
1.19K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.18KNew |
$198K - $219K
|
1.18K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.18K+ 1.81% |
$198K - $219K
|
66.1K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.17K+ 4.82% |
$197K - $218K
|
25.5K
$4.51M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.17K+ 2.79% |
$196K - $217K
|
43K
$7.61M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.17K+ 75.98% |
$196K - $217K
|
2.7K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.17K+ 70.16% |
$196K - $217K
|
2.83K
$501K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.16K+ 4.32% |
$196K - $217K
|
28.1K
$4.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.15KNew |
$193K - $214K
|
1.15K
$203K
|