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 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
152+ 76.77% |
$23.2K - $27.8K
|
350
$67.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
151+ 3.09% |
$23K - $27.6K
|
5.04K
$969K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 6.13% |
$22.9K - $27.4K
|
2.6K
$499K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
148+ 0.77% |
$22.6K - $27.1K
|
19.5K
$3.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
148+ 6.52% |
$22.6K - $27.1K
|
2.42K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
142+ 3.47% |
$21.6K - $26K
|
4.23K
$813K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
141+ 27.27% |
$21.5K - $25.8K
|
658
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
140+ 3.9% |
$21.3K - $25.6K
|
3.73K
$717K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
139+ 6.03% |
$21.2K - $25.4K
|
2.45K
$470K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
133+ 10.47% |
$20.3K - $24.3K
|
1.4K
$270K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
131+ 1.67% |
$20K - $23.9K
|
8K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
128New |
$19.5K - $23.4K
|
128
$24.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
128+ 0.84% |
$19.5K - $23.4K
|
15.4K
$2.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
127+ 6.04% |
$19.4K - $23.2K
|
2.23K
$429K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
125+ 0.87% |
$19.1K - $22.9K
|
14.6K
$2.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
123+ 151.85% |
$18.7K - $22.5K
|
204
$39.2K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
123New |
$18.7K - $22.5K
|
123
$23.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
122+ 0.69% |
$18.6K - $22.3K
|
17.9K
$3.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
120+ 8.96% |
$18.3K - $21.9K
|
1.46K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
117+ 6.87% |
$17.8K - $21.4K
|
1.82K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
116+ 7.2% |
$17.7K - $21.2K
|
1.73K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
116+ 12.68% |
$17.7K - $21.2K
|
1.03K
$198K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
115+ 1.39% |
$17.5K - $21K
|
8.37K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
113+ 2.08% |
$17.2K - $20.7K
|
5.54K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
112+ 0.42% |
$17.1K - $20.5K
|
26.9K
$5.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
110+ 8.02% |
$16.8K - $20.1K
|
1.48K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
110+ 6.79% |
$16.8K - $20.1K
|
1.73K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
107+ 7.17% |
$16.3K - $19.6K
|
1.6K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
103+ 1.38% |
$15.7K - $18.8K
|
7.58K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
100+ 11.43% |
$15.2K - $18.3K
|
975
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
98+ 24.87% |
$14.9K - $17.9K
|
492
$94.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
94+ 0.31% |
$14.3K - $17.2K
|
30.2K
$5.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
92+ 0.93% |
$14K - $16.8K
|
9.94K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
90+ 3.07% |
$13.7K - $16.5K
|
3.02K
$580K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
90+ 5.52% |
$13.7K - $16.5K
|
1.72K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
90New |
$13.7K - $16.5K
|
90
$17.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
90+ 7.03% |
$13.7K - $16.5K
|
1.37K
$264K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
87+ 3.69% |
$13.3K - $15.9K
|
2.44K
$470K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
83+ 0.83% |
$12.7K - $15.2K
|
10K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
78+ 3.32% |
$11.9K - $14.3K
|
2.43K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
78+ 0.2% |
$11.9K - $14.3K
|
39K
$7.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
75New |
$11.4K - $13.7K
|
75
$14.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.68% |
$11K - $13.2K
|
10.6K
$2.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
65New |
$9.91K - $11.9K
|
65
$12.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
65New |
$9.91K - $11.9K
|
65
$12.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
65+ 0.84% |
$9.91K - $11.9K
|
7.82K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
62+ 2.93% |
$9.45K - $11.3K
|
2.18K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
60+ 0.56% |
$9.15K - $11K
|
10.7K
$2.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
60+ 2.5% |
$9.15K - $11K
|
2.46K
$473K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
57+ 2.32% |
$8.69K - $10.4K
|
2.52K
$484K
|