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 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
722+ 3.34% |
$110K - $132K
|
22.4K
$4.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
718New |
$109K - $131K
|
718
$138K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
716+ 0.74% |
$109K - $131K
|
97.1K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
712+ 5.57% |
$109K - $130K
|
13.5K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
698+ 1.64% |
$106K - $128K
|
43.3K
$8.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
694+ 12.74% |
$106K - $127K
|
6.14K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
687+ 2.33% |
$105K - $126K
|
30.2K
$5.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
685+ 9.11% |
$104K - $125K
|
8.21K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
684+ 0.67% |
$104K - $125K
|
103K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
677+ 12.53% |
$103K - $124K
|
6.08K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
676New |
$103K - $124K
|
676
$130K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
675+ 18.47% |
$103K - $123K
|
4.33K
$832K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
668+ 3.98% |
$102K - $122K
|
17.5K
$3.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
665+ 11.09% |
$101K - $122K
|
6.66K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
665+ 15.8% |
$101K - $122K
|
4.88K
$937K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
665+ 4.79% |
$101K - $122K
|
14.6K
$2.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
656+ 21866.67% |
$100K - $120K
|
659
$127K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
647+ 3.63% |
$98.6K - $118K
|
18.5K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
644+ 0.18% |
$98.2K - $118K
|
354K
$68.1M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
640+ 17.45% |
$97.5K - $117K
|
4.31K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
640+ 7.94% |
$97.5K - $117K
|
8.7K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
638+ 1.69% |
$97.2K - $117K
|
38.3K
$7.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
635New |
$96.8K - $116K
|
635
$122K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
614+ 1.78% |
$93.6K - $112K
|
35K
$6.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
612New |
$93.3K - $112K
|
612
$118K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
611+ 0.56% |
$93.1K - $112K
|
109K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
603+ 2.96% |
$91.9K - $110K
|
21K
$4.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
587+ 3.71% |
$89.5K - $107K
|
16.4K
$3.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
584+ 1.09% |
$89K - $107K
|
54.1K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
578+ 22.13% |
$88.1K - $106K
|
3.19K
$613K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
576+ 10.22% |
$87.8K - $105K
|
6.21K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
576+ 6.5% |
$87.8K - $105K
|
9.44K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
575+ 6.09% |
$87.6K - $105K
|
10K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
573+ 6.87% |
$87.3K - $105K
|
8.91K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
561+ 15.91% |
$85.5K - $103K
|
4.09K
$786K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
559+ 4.1% |
$85.2K - $102K
|
14.2K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
548+ 4.08% |
$83.5K - $100K
|
14K
$2.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
544+ 12.87% |
$82.9K - $99.5K
|
4.77K
$917K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
539+ 6.18% |
$82.2K - $98.5K
|
9.26K
$1.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
532+ 2.07% |
$81.1K - $97.3K
|
26.2K
$5.04M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
532+ 2.07% |
$81.1K - $97.3K
|
26.2K
$5.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
530+ 20.38% |
$80.8K - $96.9K
|
3.13K
$602K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
527+ 7.02% |
$80.3K - $96.3K
|
8.04K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
512+ 13.04% |
$78K - $93.6K
|
4.44K
$853K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
510+ 10.66% |
$77.7K - $93.2K
|
5.3K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
492+ 44.52% |
$75K - $89.9K
|
1.6K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
488+ 25.08% |
$74.4K - $89.2K
|
2.43K
$468K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
486+ 38.09% |
$74.1K - $88.9K
|
1.76K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
479+ 108.13% |
$73K - $87.6K
|
922
$177K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
477+ 6.16% |
$72.7K - $87.2K
|
8.22K
$1.58M
|