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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.14KNew |
$173K - $208K
|
1.14K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.13K+ 19.64% |
$171K - $206K
|
6.85K
$1.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11K+ 18.45% |
$169K - $203K
|
7.13K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.11KNew |
$169K - $203K
|
1.11K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.1K+ 37.0% |
$168K - $201K
|
4.07K
$783K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.1KNew |
$167K - $201K
|
1.1K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.1K+ 1.16% |
$167K - $201K
|
95.7K
$18.4M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.09KNew |
$166K - $199K
|
1.09K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.09K+ 2.24% |
$165K - $198K
|
49.4K
$9.51M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09K+ 2.27% |
$165K - $198K
|
48.8K
$9.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.05K+ 51.02% |
$159K - $191K
|
3.1K
$595K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.02K+ 4.95% |
$155K - $186K
|
21.6K
$4.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.01K+ 2.68% |
$153K - $184K
|
38.6K
$7.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
980+ 8.06% |
$149K - $179K
|
13.1K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
974+ 4.17% |
$148K - $178K
|
24.4K
$4.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
969+ 4.57% |
$148K - $177K
|
22.2K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
966+ 0.23% |
$147K - $177K
|
417K
$80.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
BUY
|
- |
962+ 0.83% |
$147K - $176K
|
117K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
957+ 25.23% |
$146K - $175K
|
4.75K
$913K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
957+ 25.23% |
$146K - $175K
|
4.75K
$913K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
952+ 7.94% |
$145K - $174K
|
12.9K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
952+ 72.95% |
$145K - $174K
|
2.26K
$434K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
945New |
$144K - $173K
|
945
$182K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
943+ 4.97% |
$144K - $172K
|
19.9K
$3.83M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
935+ 3.31% |
$143K - $171K
|
29.2K
$5.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
908+ 0.9% |
$138K - $166K
|
102K
$19.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
908+ 2.38% |
$138K - $166K
|
39.1K
$7.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
873+ 5.27% |
$133K - $160K
|
17.5K
$3.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
872+ 56.55% |
$133K - $159K
|
2.41K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
868+ 1.75% |
$132K - $159K
|
50.5K
$9.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
851+ 16.42% |
$130K - $156K
|
6.03K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
843+ 5.96% |
$128K - $154K
|
15K
$2.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
835+ 2.21% |
$127K - $153K
|
38.7K
$7.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
828+ 10.54% |
$126K - $151K
|
8.69K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
827+ 0.95% |
$126K - $151K
|
88.1K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
824+ 7.95% |
$126K - $151K
|
11.2K
$2.15M
|
|
|
Sep 29, 2025
Q2 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
810New |
$123K - $148K
|
810
$156K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
801+ 0.73% |
$122K - $146K
|
110K
$21.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
799+ 1.88% |
$122K - $146K
|
43.4K
$8.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
798+ 2.93% |
$122K - $146K
|
28.1K
$5.39M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
785New |
$120K - $144K
|
785
$151K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
779+ 16.47% |
$119K - $142K
|
5.51K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
771+ 31.15% |
$118K - $141K
|
3.25K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
760+ 39.92% |
$116K - $139K
|
2.66K
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
758+ 8.54% |
$116K - $139K
|
9.64K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
742+ 4.63% |
$113K - $136K
|
16.8K
$3.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
733+ 12.25% |
$112K - $134K
|
6.72K
$1.29M
|