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 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
273+ 12.45% |
$41.6K - $49.9K
|
2.47K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
273+ 4.76% |
$41.6K - $49.9K
|
6.01K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
269+ 1.05% |
$41K - $49.2K
|
25.8K
$4.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
264+ 9.49% |
$40.2K - $48.3K
|
3.05K
$586K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
253+ 1.67% |
$38.6K - $46.3K
|
15.4K
$2.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Wealth Management
|
BUY
|
- |
250+ 1.1% |
$38.1K - $45.7K
|
23K
$4.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
240+ 3.59% |
$36.6K - $43.9K
|
6.92K
$1.33M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
232New |
$35.4K - $42.4K
|
232
$44.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
230+ 4.48% |
$35.1K - $42K
|
5.36K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
230+ 0.23% |
$35.1K - $42K
|
98.3K
$18.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
229+ 5.56% |
$34.9K - $41.9K
|
4.35K
$836K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
228+ 12.56% |
$34.8K - $41.7K
|
2.04K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
225+ 3.69% |
$34.3K - $41.1K
|
6.33K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
224+ 3.99% |
$34.1K - $41K
|
5.83K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
220+ 2.04% |
$33.5K - $40.2K
|
11K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
220+ 17.36% |
$33.5K - $40.2K
|
1.49K
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
218New |
$33.2K - $39.9K
|
218
$41.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
217+ 1.18% |
$33.1K - $39.7K
|
18.6K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
216+ 12.8% |
$32.9K - $39.5K
|
1.9K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
214+ 11.15% |
$32.6K - $39.1K
|
2.13K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
212+ 5.84% |
$32.3K - $38.8K
|
3.84K
$739K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
211+ 1.76% |
$32.2K - $38.6K
|
12.2K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
207+ 9.5% |
$31.6K - $37.8K
|
2.39K
$459K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
205+ 2.54% |
$31.2K - $37.5K
|
8.29K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
204+ 3.61% |
$31.1K - $37.3K
|
5.86K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
204+ 5.31% |
$31.1K - $37.3K
|
4.05K
$778K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
202+ 1.55% |
$30.8K - $36.9K
|
13.2K
$2.54M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
197+ 12.89% |
$30K - $36K
|
1.73K
$332K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
197+ 4.62% |
$30K - $36K
|
4.46K
$858K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
195+ 3.02% |
$29.7K - $35.6K
|
6.66K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
194+ 35.21% |
$29.6K - $35.5K
|
745
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
193+ 1.6% |
$29.4K - $35.3K
|
12.2K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
192+ 3.0% |
$29.3K - $35.1K
|
6.59K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
191+ 8.36% |
$29.1K - $34.9K
|
2.48K
$476K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
190+ 1.66% |
$29K - $34.7K
|
11.6K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
189+ 5.99% |
$28.8K - $34.6K
|
3.35K
$643K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
189+ 4.51% |
$28.8K - $34.6K
|
4.38K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
187+ 0.52% |
$28.5K - $34.2K
|
35.9K
$6.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
184+ 1.53% |
$28K - $33.6K
|
12.2K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
182+ 7.74% |
$27.7K - $33.3K
|
2.53K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
182New |
$27.7K - $33.3K
|
182
$35K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
181+ 11.21% |
$27.6K - $33.1K
|
1.8K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
178+ 40.36% |
$27.1K - $32.5K
|
619
$119K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
177+ 13.5% |
$27K - $32.4K
|
1.49K
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
176+ 0.38% |
$26.8K - $32.2K
|
46.5K
$8.94M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
173+ 7.07% |
$26.4K - $31.6K
|
2.62K
$504K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
160New |
$24.4K - $29.3K
|
160
$30.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
159+ 5.95% |
$24.2K - $29.1K
|
2.83K
$544K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
154+ 10.67% |
$23.5K - $28.2K
|
1.6K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
153+ 2.57% |
$23.3K - $28K
|
6.1K
$1.17M
|