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 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.49KNew |
$836K - $1M
|
5.49K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.47K+ 3.73% |
$834K - $1M
|
152K
$29.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.41K+ 6.91% |
$824K - $989K
|
83.7K
$16.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.4K+ 7.6% |
$822K - $986K
|
76.4K
$14.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.38K+ 5.39% |
$820K - $983K
|
105K
$20.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
5.33K+ 22.1% |
$812K - $974K
|
29.5K
$5.66M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.3KNew |
$808K - $969K
|
5.3K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.25KNew |
$800K - $959K
|
5.25K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.21K+ 2.01% |
$794K - $952K
|
265K
$50.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.2K+ 13.33% |
$792K - $950K
|
44.2K
$8.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.18K+ 7.22% |
$789K - $946K
|
76.9K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.15K+ 4.63% |
$785K - $942K
|
117K
$22.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.14K+ 25.61% |
$783K - $940K
|
25.2K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.12K+ 4.45% |
$780K - $935K
|
120K
$23.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.11K+ 311.21% |
$778K - $934K
|
6.75K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.08K+ 1203.32% |
$774K - $928K
|
5.5K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5.05K+ 7.96% |
$770K - $924K
|
68.6K
$13.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
5.03K+ 18.18% |
$767K - $920K
|
32.7K
$6.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.01K+ 15.99% |
$763K - $915K
|
36.3K
$6.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.99K+ 28.66% |
$760K - $912K
|
22.4K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4.94K+ 19.46% |
$753K - $903K
|
30.3K
$5.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.92K+ 3.64% |
$750K - $900K
|
140K
$26.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.86K+ 33.8% |
$741K - $889K
|
19.3K
$3.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.85K+ 19.29% |
$738K - $886K
|
30K
$5.76M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
4.82KNew |
$735K - $881K
|
4.82K
$927K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.8K+ 10.66% |
$731K - $877K
|
49.8K
$9.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.76K+ 25.44% |
$725K - $869K
|
23.4K
$4.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.74KNew |
$722K - $866K
|
4.74K
$910K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.65K+ 9.89% |
$708K - $849K
|
51.6K
$9.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.64KNew |
$707K - $848K
|
4.64K
$892K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.6K+ 12.06% |
$701K - $840K
|
42.7K
$8.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.56K+ 2.81% |
$695K - $833K
|
167K
$32.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.56K+ 6.71% |
$694K - $833K
|
72.5K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.5K+ 38.1% |
$686K - $823K
|
16.3K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.5K+ 27.25% |
$686K - $823K
|
21K
$4.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.44K+ 7.89% |
$677K - $812K
|
60.7K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
4.41KNew |
$673K - $807K
|
4.41K
$849K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.4K+ 116.2% |
$671K - $805K
|
8.19K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.4K+ 7.05% |
$670K - $804K
|
66.8K
$12.8M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
4.4K+ 5.27% |
$670K - $804K
|
87.8K
$16.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.22KNew |
$643K - $772K
|
4.22K
$811K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.2K+ 9.47% |
$640K - $768K
|
48.5K
$9.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.19K+ 18.43% |
$638K - $765K
|
26.9K
$5.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.17K+ 4.88% |
$635K - $762K
|
89.7K
$17.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.13K+ 5.38% |
$630K - $755K
|
80.9K
$15.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.1K+ 69.07% |
$624K - $749K
|
10K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.08KNew |
$622K - $746K
|
4.08K
$785K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.06K+ 14.42% |
$619K - $742K
|
32.2K
$6.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.01K+ 0.97% |
$610K - $732K
|
415K
$79.8M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
3.96K+ 17.1% |
$603K - $723K
|
27.1K
$5.21M
|