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 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.5KNew |
$2.22M - $2.66M
|
14.5K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 69.56% |
$2.21M - $2.65M
|
35.3K
$6.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
14.4K+ 8.54% |
$2.19M - $2.63M
|
183K
$35.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.4K+ 601.59% |
$2.19M - $2.62M
|
16.7K
$3.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14K+ 34.65% |
$2.13M - $2.56M
|
54.3K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.2K+ 22.08% |
$2.02M - $2.42M
|
73.3K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
13.2K+ 10.66% |
$2.01M - $2.41M
|
137K
$26.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
13.1K+ 1.94% |
$2M - $2.39M
|
687K
$132M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
12.8K+ 10.39% |
$1.95M - $2.34M
|
136K
$26.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.6K+ 4.7% |
$1.93M - $2.31M
|
282K
$54.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.6K+ 3.77% |
$1.92M - $2.31M
|
347K
$66.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.3K+ 193.82% |
$1.88M - $2.25M
|
18.7K
$3.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.2K+ 2.53% |
$1.87M - $2.24M
|
497K
$95.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.1K+ 60.76% |
$1.85M - $2.22M
|
32.1K
$6.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12K+ 117.13% |
$1.82M - $2.19M
|
22.2K
$4.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 17.34% |
$1.78M - $2.14M
|
79K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
11.5KNew |
$1.76M - $2.11M
|
11.5K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.4K+ 8.27% |
$1.74M - $2.09M
|
150K
$28.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.3K+ 7.57% |
$1.72M - $2.06M
|
160K
$30.8M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.2K+ 9.58% |
$1.71M - $2.06M
|
129K
$24.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
11.2KNew |
$1.71M - $2.05M
|
11.2K
$2.16M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
11.2KNew |
$1.7M - $2.04M
|
11.2K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.9K+ 55.22% |
$1.66M - $1.99M
|
30.5K
$5.87M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.7K+ 23.7% |
$1.63M - $1.96M
|
55.8K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5K+ 10.98% |
$1.6M - $1.92M
|
106K
$20.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4K+ 15.76% |
$1.59M - $1.91M
|
76.7K
$14.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.2K+ 4.12% |
$1.56M - $1.87M
|
258K
$49.6M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.1K+ 9.57% |
$1.54M - $1.84M
|
115K
$22.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 3.97% |
$1.53M - $1.84M
|
264K
$50.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.73K+ 0.49% |
$1.48M - $1.78M
|
1.98M
$380M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.69K+ 11.72% |
$1.48M - $1.77M
|
92.4K
$17.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
9.67K+ 19.3% |
$1.47M - $1.77M
|
59.8K
$11.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
9.56K+ 14.86% |
$1.46M - $1.75M
|
73.9K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
9.44KNew |
$1.44M - $1.73M
|
9.44K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.27KNew |
$1.41M - $1.69M
|
9.27K
$1.78M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
9.18K+ 4.35% |
$1.4M - $1.68M
|
220K
$42.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.13K+ 3.27% |
$1.39M - $1.67M
|
288K
$55.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.13KNew |
$1.39M - $1.67M
|
9.13K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
8.99K+ 13.31% |
$1.37M - $1.64M
|
76.5K
$14.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.82K+ 9.38% |
$1.34M - $1.61M
|
103K
$19.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.75K+ 4.39% |
$1.33M - $1.6M
|
208K
$40.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8.63K+ 157.91% |
$1.32M - $1.58M
|
14.1K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.59KNew |
$1.31M - $1.57M
|
8.59K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8.57K+ 4.78% |
$1.31M - $1.57M
|
188K
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.56KNew |
$1.3M - $1.56M
|
8.56K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.52K+ 7.31% |
$1.3M - $1.56M
|
125K
$24M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.49K+ 22.06% |
$1.29M - $1.55M
|
47K
$9.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.26K+ 74.39% |
$1.26M - $1.51M
|
19.4K
$3.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.19K+ 4.33% |
$1.25M - $1.5M
|
197K
$37.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8.1K+ 5.56% |
$1.23M - $1.48M
|
154K
$29.6M
|