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 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
40.9K+ 19.58% |
$6.24M - $7.48M
|
250K
$48.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
38.8KNew |
$5.91M - $7.09M
|
38.8K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.7K+ 90.43% |
$5.9M - $7.08M
|
81.6K
$15.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
38.5KNew |
$5.87M - $7.04M
|
38.5K
$7.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
37.4KNew |
$5.7M - $6.84M
|
37.4K
$7.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
37.2K+ 94.39% |
$5.67M - $6.8M
|
76.6K
$14.7M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.8K+ 19.17% |
$5.61M - $6.73M
|
229K
$44M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
36K+ 458.89% |
$5.48M - $6.58M
|
43.8K
$8.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.8K+ 16.62% |
$5.46M - $6.55M
|
251K
$48.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3K+ 75.52% |
$5.08M - $6.09M
|
77.5K
$14.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
33KNew |
$5.03M - $6.03M
|
33K
$6.34M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32K+ 7.18% |
$4.87M - $5.84M
|
477K
$91.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31.3K+ 41.31% |
$4.77M - $5.72M
|
107K
$20.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
30.2KNew |
$4.6M - $5.52M
|
30.2K
$5.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.2KNew |
$4.6M - $5.52M
|
30.2K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29.7K+ 4.18% |
$4.53M - $5.43M
|
741K
$142M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.9K+ 9.72% |
$4.4M - $5.28M
|
326K
$62.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28.8K+ 48.61% |
$4.4M - $5.27M
|
88.2K
$17M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.8K+ 9.36% |
$4.24M - $5.09M
|
325K
$62.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.5K+ 146.2% |
$4.04M - $4.84M
|
44.6K
$8.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26.2K+ 51.19% |
$4M - $4.8M
|
77.5K
$14.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
25.8KNew |
$3.94M - $4.72M
|
25.8K
$4.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
25.8K+ 7.03% |
$3.94M - $4.72M
|
393K
$75.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25.6K+ 4.82% |
$3.9M - $4.68M
|
557K
$107M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.1K+ 38.28% |
$3.83M - $4.59M
|
90.7K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
25K+ 10.53% |
$3.81M - $4.57M
|
262K
$50.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
24.2K+ 1969.24% |
$3.69M - $4.42M
|
25.4K
$4.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
24K+ 140.39% |
$3.66M - $4.4M
|
41.2K
$7.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.6KNew |
$3.6M - $4.32M
|
23.6K
$4.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
23.4K+ 29.66% |
$3.56M - $4.28M
|
102K
$19.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22.7K+ 24.6% |
$3.46M - $4.15M
|
115K
$22.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
22K+ 5.31% |
$3.35M - $4.02M
|
436K
$83.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
21.1K+ 414.82% |
$3.22M - $3.86M
|
26.2K
$5.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
20.3K+ 2.68% |
$3.09M - $3.71M
|
775K
$149M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.9K+ 1.28% |
$3.03M - $3.63M
|
1.57M
$302M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
19.8KNew |
$3.01M - $3.61M
|
19.8K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19.2K+ 155.28% |
$2.93M - $3.51M
|
31.6K
$6.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.1K+ 13.58% |
$2.91M - $3.49M
|
160K
$30.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.6K+ 14.03% |
$2.83M - $3.39M
|
151K
$29M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
18.3K+ 36.51% |
$2.79M - $3.35M
|
68.5K
$13.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
17.9K+ 3.2% |
$2.72M - $3.26M
|
576K
$111M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.8K+ 1.01% |
$2.72M - $3.26M
|
1.78M
$342M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
17.6K+ 40.72% |
$2.68M - $3.22M
|
60.9K
$11.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17.2K+ 8.89% |
$2.62M - $3.14M
|
210K
$40.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17K+ 68.49% |
$2.59M - $3.11M
|
41.8K
$8.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.3K+ 78.61% |
$2.49M - $2.98M
|
37.1K
$7.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
15.9K+ 7.2% |
$2.42M - $2.91M
|
237K
$45.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
15.1KNew |
$2.3M - $2.76M
|
15.1K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.7K+ 15.04% |
$2.24M - $2.68M
|
112K
$21.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
14.6K+ 9.25% |
$2.22M - $2.66M
|
172K
$33M
|