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
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.84K+ 27.04% |
$1.19M - $1.43M
|
36.8K
$7.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
7.78K+ 9.16% |
$1.19M - $1.42M
|
92.6K
$17.8M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.74K+ 1.42% |
$1.18M - $1.41M
|
553K
$106M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
7.73K+ 3.61% |
$1.18M - $1.41M
|
222K
$42.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.66K+ 30.45% |
$1.17M - $1.4M
|
32.8K
$6.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.62K+ 429.84% |
$1.16M - $1.39M
|
9.39K
$1.81M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
7.58K+ 538.73% |
$1.16M - $1.39M
|
8.99K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.56K+ 19.27% |
$1.15M - $1.38M
|
46.8K
$9M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.5K+ 44.54% |
$1.14M - $1.37M
|
24.3K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.36K+ 2.43% |
$1.12M - $1.35M
|
310K
$59.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
7.32KNew |
$1.11M - $1.34M
|
7.32K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.24KNew |
$1.1M - $1.32M
|
7.24K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.19K+ 6.07% |
$1.1M - $1.31M
|
125K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.13KNew |
$1.09M - $1.3M
|
7.13K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
7.09K+ 7.52% |
$1.08M - $1.3M
|
101K
$19.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.05K+ 2.59% |
$1.07M - $1.29M
|
279K
$53.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.04K+ 60.12% |
$1.07M - $1.29M
|
18.7K
$3.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7K+ 6.42% |
$1.07M - $1.28M
|
116K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.95K+ 18.7% |
$1.06M - $1.27M
|
44.1K
$8.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.94KNew |
$1.06M - $1.27M
|
6.94K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
6.92K+ 6.84% |
$1.05M - $1.27M
|
108K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.88K+ 19.04% |
$1.05M - $1.26M
|
43K
$8.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.83K+ 10.85% |
$1.04M - $1.25M
|
69.8K
$13.4M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.69K+ 396.5% |
$1.02M - $1.22M
|
8.38K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
6.56K+ 7.06% |
$1M - $1.2M
|
99.5K
$19.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.48K+ 1.19% |
$988K - $1.18M
|
551K
$106M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.48K+ 10.14% |
$987K - $1.18M
|
70.3K
$13.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.47K+ 5.14% |
$986K - $1.18M
|
132K
$25.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.45K+ 395.4% |
$982K - $1.18M
|
8.08K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.4K+ 3.85% |
$976K - $1.17M
|
173K
$33.2M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.35K+ 51.55% |
$968K - $1.16M
|
18.7K
$3.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
6.34K+ 67.13% |
$967K - $1.16M
|
15.8K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.33KNew |
$965K - $1.16M
|
6.33K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.33KNew |
$965K - $1.16M
|
6.33K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.23K+ 11.42% |
$950K - $1.14M
|
60.8K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.09K+ 15.53% |
$928K - $1.11M
|
45.3K
$8.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.08K+ 293.82% |
$927K - $1.11M
|
8.15K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
5.98K+ 14.65% |
$912K - $1.09M
|
46.8K
$9M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5.95K+ 42.8% |
$906K - $1.09M
|
19.8K
$3.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.88K+ 17.89% |
$896K - $1.07M
|
38.7K
$7.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
5.86K+ 4.76% |
$893K - $1.07M
|
129K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.86K+ 5.52% |
$892K - $1.07M
|
112K
$21.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.84K+ 14.63% |
$890K - $1.07M
|
45.8K
$8.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.83KNew |
$889K - $1.07M
|
5.83K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.83K+ 67.14% |
$888K - $1.07M
|
14.5K
$2.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.78KNew |
$881K - $1.06M
|
5.78K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
5.71K+ 4.6% |
$871K - $1.04M
|
130K
$25M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.68K+ 1.35% |
$865K - $1.04M
|
425K
$81.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
5.62K+ 20.6% |
$856K - $1.03M
|
32.9K
$6.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
5.59K+ 7.54% |
$852K - $1.02M
|
79.7K
$15.3M
|