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 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
476+ 13.11% |
$72.6K - $87K
|
4.11K
$790K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
471+ 21.37% |
$71.8K - $86.1K
|
2.68K
$514K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
462+ 13.0% |
$70.4K - $84.5K
|
4.02K
$772K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
457+ 4.47% |
$69.7K - $83.5K
|
10.7K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
451+ 530.59% |
$68.7K - $82.5K
|
536
$103K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
448+ 2.2% |
$68.3K - $81.9K
|
20.8K
$4M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
447+ 17.97% |
$68.1K - $81.7K
|
2.93K
$564K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
445+ 4.91% |
$67.8K - $81.4K
|
9.52K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
434+ 7.73% |
$66.2K - $79.3K
|
6.05K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
433+ 0.66% |
$66K - $79.2K
|
66.5K
$12.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
433+ 5.31% |
$66K - $79.2K
|
8.58K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
429+ 2.27% |
$65.4K - $78.4K
|
19.4K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
426+ 6.16% |
$64.9K - $77.9K
|
7.34K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
421+ 0.64% |
$64.2K - $77K
|
65.8K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
418+ 13.41% |
$63.7K - $76.4K
|
3.54K
$680K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
417+ 9.86% |
$63.6K - $76.2K
|
4.65K
$894K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
414+ 2.73% |
$63.1K - $75.7K
|
15.6K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
414+ 11.01% |
$63.1K - $75.7K
|
4.17K
$803K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
410New |
$62.5K - $75K
|
410
$78.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
402+ 13.51% |
$61.3K - $73.5K
|
3.38K
$649K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
400New |
$61K - $73.1K
|
400
$76.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
400+ 8.78% |
$61K - $73.1K
|
4.96K
$953K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
389+ 5.46% |
$59.3K - $71.1K
|
7.52K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
382New |
$58.2K - $69.8K
|
382
$73.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
364+ 5.83% |
$55.5K - $66.5K
|
6.61K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
359New |
$54.7K - $65.6K
|
359
$69K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
356+ 0.66% |
$54.3K - $65.1K
|
54.6K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
351+ 18.8% |
$53.5K - $64.2K
|
2.22K
$426K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
347+ 2.59% |
$52.9K - $63.4K
|
13.7K
$2.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
343+ 5.98% |
$52.3K - $62.7K
|
6.08K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
338+ 5.92% |
$51.5K - $61.8K
|
6.05K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
337+ 3.34% |
$51.4K - $61.6K
|
10.4K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
335+ 6.71% |
$51.1K - $61.2K
|
5.33K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
330+ 13.72% |
$50.3K - $60.3K
|
2.74K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
327+ 15.03% |
$49.8K - $59.8K
|
2.5K
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
325+ 2.41% |
$49.5K - $59.4K
|
13.8K
$2.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
318+ 11.49% |
$48.5K - $58.1K
|
3.09K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
313+ 4.8% |
$47.7K - $57.2K
|
6.84K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
312+ 20.03% |
$47.6K - $57K
|
1.87K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
310+ 5.41% |
$47.3K - $56.7K
|
6.04K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
308+ 3.96% |
$46.9K - $56.3K
|
8.09K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
307+ 14.14% |
$46.8K - $56.1K
|
2.48K
$476K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
307+ 4.04% |
$46.8K - $56.1K
|
7.91K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
304+ 5.27% |
$46.3K - $55.6K
|
6.08K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
302+ 16.01% |
$46K - $55.2K
|
2.19K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
300+ 1.34% |
$45.7K - $54.8K
|
22.7K
$4.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
298+ 1.01% |
$45.4K - $54.5K
|
29.7K
$5.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
293+ 8.07% |
$44.7K - $53.6K
|
3.92K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
289+ 0.89% |
$44K - $52.8K
|
32.8K
$6.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
278+ 2.18% |
$42.4K - $50.8K
|
13K
$2.5M
|