Purchases and Sales Made in Q2 2025 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.07M+ 56.83% |
$163M - $196M
|
2.95M
$542M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
216K+ 745.38% |
$32.9M - $39.5M
|
245K
$45M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
137KNew |
$20.8M - $25M
|
137K
$25.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
133K+ 58.01% |
$20.3M - $24.4M
|
364K
$66.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
58.5KNew |
$8.92M - $10.7M
|
58.5K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.2KNew |
$4.6M - $5.52M
|
30.2K
$5.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25.6K+ 4.82% |
$3.9M - $4.68M
|
557K
$102M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
23.4K+ 29.66% |
$3.56M - $4.28M
|
102K
$18.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.9K+ 1.28% |
$3.03M - $3.63M
|
1.57M
$288M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.1K+ 13.58% |
$2.91M - $3.49M
|
160K
$29.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
18.3K+ 36.51% |
$2.79M - $3.35M
|
68.5K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
17.6K+ 40.72% |
$2.68M - $3.22M
|
60.9K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 69.56% |
$2.21M - $2.65M
|
35.3K
$6.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
13.2K+ 10.66% |
$2.01M - $2.41M
|
137K
$25.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
13.1K+ 1.94% |
$2M - $2.39M
|
687K
$126M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
12.8K+ 10.39% |
$1.95M - $2.34M
|
136K
$25M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.6K+ 4.7% |
$1.93M - $2.31M
|
282K
$51.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.6K+ 3.77% |
$1.92M - $2.31M
|
347K
$63.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.2K+ 2.53% |
$1.87M - $2.24M
|
497K
$91.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12K+ 117.13% |
$1.82M - $2.19M
|
22.2K
$4.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4K+ 15.76% |
$1.59M - $1.91M
|
76.7K
$14.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.2K+ 4.12% |
$1.56M - $1.87M
|
258K
$47.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.69K+ 11.72% |
$1.48M - $1.77M
|
92.4K
$16.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
9.18K+ 4.35% |
$1.4M - $1.68M
|
220K
$40.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.13KNew |
$1.39M - $1.67M
|
9.13K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
8.99K+ 13.31% |
$1.37M - $1.64M
|
76.5K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.82K+ 9.38% |
$1.34M - $1.61M
|
103K
$18.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.59KNew |
$1.31M - $1.57M
|
8.59K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8.57K+ 4.78% |
$1.31M - $1.57M
|
188K
$34.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.49K+ 22.06% |
$1.29M - $1.55M
|
47K
$8.61M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.26K+ 74.39% |
$1.26M - $1.51M
|
19.4K
$3.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.1K+ 5.56% |
$1.23M - $1.48M
|
154K
$28.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
7.32KNew |
$1.11M - $1.34M
|
7.32K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.19K+ 6.07% |
$1.1M - $1.31M
|
125K
$23M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.83K+ 10.85% |
$1.04M - $1.25M
|
69.8K
$12.8M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.69K+ 396.5% |
$1.02M - $1.22M
|
8.38K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
6.56K+ 7.06% |
$1M - $1.2M
|
99.5K
$18.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.45K+ 395.4% |
$982K - $1.18M
|
8.08K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.23K+ 11.42% |
$950K - $1.14M
|
60.8K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.08K+ 293.82% |
$927K - $1.11M
|
8.15K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.95K+ 42.8% |
$906K - $1.09M
|
19.8K
$3.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.88K+ 17.89% |
$896K - $1.07M
|
38.7K
$7.11M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.47K+ 3.73% |
$834K - $1M
|
152K
$27.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
5.33K+ 22.1% |
$812K - $974K
|
29.5K
$5.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.14K+ 25.61% |
$783K - $940K
|
25.2K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5.05K+ 7.96% |
$770K - $924K
|
68.6K
$12.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
5.03K+ 18.18% |
$767K - $920K
|
32.7K
$6M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.92K+ 3.64% |
$750K - $900K
|
140K
$25.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.6K+ 12.06% |
$701K - $840K
|
42.7K
$7.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.56K+ 2.81% |
$695K - $833K
|
167K
$30.6M
|