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 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
189+ 4.51% |
$28.8K - $34.6K
|
4.38K
$804K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
178+ 40.36% |
$27.1K - $32.5K
|
619
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
159+ 5.95% |
$24.2K - $29.1K
|
2.83K
$519K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 6.13% |
$22.9K - $27.4K
|
2.6K
$476K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
148+ 0.77% |
$22.6K - $27.1K
|
19.5K
$3.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
141+ 27.27% |
$21.5K - $25.8K
|
658
$121K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
123+ 151.85% |
$18.7K - $22.5K
|
204
$37.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
120+ 8.96% |
$18.3K - $21.9K
|
1.46K
$268K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
110+ 6.79% |
$16.8K - $20.1K
|
1.73K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
110+ 8.02% |
$16.8K - $20.1K
|
1.48K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
94+ 0.31% |
$14.3K - $17.2K
|
30.2K
$5.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
78+ 3.32% |
$11.9K - $14.3K
|
2.43K
$445K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
72+ 0.68% |
$11K - $13.2K
|
10.6K
$1.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
65New |
$9.91K - $11.9K
|
65
$11.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
60+ 0.56% |
$9.15K - $11K
|
10.7K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
51New |
$7.77K - $9.32K
|
51
$9.35K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$7.62K - $9.14K
|
50
$9.17K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
39+ 1.88% |
$5.94K - $7.13K
|
2.12K
$389K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
35+ 28.69% |
$5.33K - $6.4K
|
157
$28.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
34+ 10.76% |
$5.18K - $6.22K
|
350
$64.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
33+ 1.87% |
$5.03K - $6.03K
|
1.8K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
32+ 11.76% |
$4.88K - $5.85K
|
304
$55.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
20+ 1.14% |
$3.05K - $3.66K
|
1.78K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
20+ 3.17% |
$3.05K - $3.66K
|
651
$119K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
17+ 0.14% |
$2.59K - $3.11K
|
12K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 3.06% |
$2.13K - $2.56K
|
472
$86.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
13+ 9.49% |
$1.98K - $2.38K
|
150
$27.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.43% |
$1.83K - $2.19K
|
2.8K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.05% |
$1.68K - $2.01K
|
23.7K
$4.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 0.36% |
$1.52K - $1.83K
|
2.76K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
8+ 0.13% |
$1.22K - $1.46K
|
6.23K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8+ 0.27% |
$1.22K - $1.46K
|
3K
$551K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.37% |
$1.07K - $1.28K
|
1.9K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.24% |
$915 - $1.1K
|
2.55K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
5+ 0.1% |
$762 - $914
|
5.19K
$953K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
4+ 0.08% |
$610 - $731
|
4.91K
$901K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3+ 0.21% |
$457 - $548
|
1.42K
$261K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3+ 0.16% |
$457 - $548
|
1.87K
$343K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$152 - $183
|
1
$183
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$152 - $183
|
2.35K
$431K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$152 - $183
|
2.01K
$369K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.03% |
$305 - $366
|
6.14K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3- 0.23% |
$457 - $548
|
1.31K
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-13- 0.42% |
$1.98K - $2.38K
|
3.06K
$562K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-20- 0.27% |
$3.05K - $3.66K
|
7.51K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21- 9.33% |
$3.2K - $3.84K
|
204
$37.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-37- 6.94% |
$5.64K - $6.76K
|
496
$91K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-40- 2.59% |
$6.1K - $7.31K
|
1.51K
$276K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-57- 4.0% |
$8.69K - $10.4K
|
1.37K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 2.53% |
$9.15K - $11K
|
2.31K
$423K
|