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 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.89KNew |
$593K - $711K
|
3.89K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.85K+ 30.31% |
$586K - $703K
|
16.5K
$3.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.83K+ 7.44% |
$584K - $700K
|
55.3K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.78K+ 14.56% |
$576K - $691K
|
29.7K
$5.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.59KNew |
$547K - $656K
|
3.59K
$658K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.55K+ 45.38% |
$541K - $649K
|
11.4K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.4K+ 1.68% |
$517K - $621K
|
205K
$37.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.39K+ 26.43% |
$516K - $619K
|
16.2K
$2.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.24K+ 0.87% |
$494K - $593K
|
375K
$68.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.1KNew |
$472K - $566K
|
3.1K
$568K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.05K+ 35.68% |
$464K - $557K
|
11.6K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.99K+ 62.48% |
$456K - $547K
|
7.79K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.92K+ 19.12% |
$445K - $533K
|
18.2K
$3.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.86KNew |
$436K - $523K
|
2.86K
$525K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.86K+ 4.41% |
$436K - $523K
|
67.7K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.85K+ 100.6% |
$434K - $520K
|
5.67K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.62K+ 1.2% |
$399K - $478K
|
220K
$40.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.5KNew |
$381K - $457K
|
2.5K
$459K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.45K+ 2.3% |
$373K - $448K
|
109K
$20M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.44K+ 9.52% |
$372K - $446K
|
28.1K
$5.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.4K+ 22.87% |
$365K - $438K
|
12.9K
$2.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.38K+ 6.75% |
$362K - $435K
|
37.6K
$6.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.38K+ 6.23% |
$362K - $434K
|
40.5K
$7.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.37K+ 6.26% |
$361K - $433K
|
40.2K
$7.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.36KNew |
$359K - $431K
|
2.36K
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.26K+ 2.31% |
$344K - $413K
|
99.8K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.23K+ 2.41% |
$340K - $408K
|
94.6K
$17.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.11K+ 15.18% |
$322K - $386K
|
16K
$2.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.04K+ 3.6% |
$310K - $372K
|
58.5K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.97K+ 19.42% |
$300K - $360K
|
12.1K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.76KNew |
$267K - $321K
|
1.76K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.67K+ 5.5% |
$254K - $305K
|
32K
$5.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.62K+ 2.83% |
$246K - $295K
|
58.8K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.6K+ 39.17% |
$244K - $293K
|
5.7K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.52K+ 2.38% |
$231K - $278K
|
65.3K
$12M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.5K+ 7.94% |
$228K - $274K
|
20.4K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.49K+ 99.0% |
$227K - $272K
|
2.99K
$548K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.46K+ 60.83% |
$223K - $267K
|
3.86K
$708K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
1.45K+ 3.56% |
$221K - $266K
|
42.2K
$7.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.45KNew |
$220K - $264K
|
1.45K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.37K+ 50.8% |
$209K - $251K
|
4.08K
$748K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.37K+ 0.97% |
$209K - $250K
|
142K
$26.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.34KNew |
$204K - $244K
|
1.34K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$203K - $244K
|
1.33K
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.32KNew |
$201K - $241K
|
1.32K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 2.31% |
$194K - $232K
|
56.4K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.27KNew |
$193K - $231K
|
1.27K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.24K+ 13.75% |
$189K - $227K
|
10.3K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.24KNew |
$189K - $227K
|
1.24K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.21K+ 12.61% |
$185K - $222K
|
10.8K
$1.99M
|