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
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.92KNew |
$598K - $717K
|
3.92K
$754K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.9K+ 18.77% |
$595K - $713K
|
24.7K
$4.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.9K+ 104.99% |
$594K - $712K
|
7.61K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.89KNew |
$593K - $711K
|
3.89K
$748K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.85K+ 30.31% |
$586K - $703K
|
16.5K
$3.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 135.09% |
$585K - $702K
|
6.68K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.83K+ 7.44% |
$584K - $700K
|
55.3K
$10.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.78K+ 14.56% |
$576K - $691K
|
29.7K
$5.72M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.77K+ 5.45% |
$575K - $690K
|
73K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.75K+ 1.27% |
$572K - $686K
|
299K
$57.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.7KNew |
$564K - $676K
|
3.7K
$711K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.67K+ 25.14% |
$559K - $670K
|
18.2K
$3.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.61KNew |
$551K - $661K
|
3.61K
$695K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.61K+ 6.32% |
$550K - $660K
|
60.8K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.61K+ 14.63% |
$550K - $659K
|
28.3K
$5.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.59KNew |
$547K - $656K
|
3.59K
$690K
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
3.57KNew |
$544K - $652K
|
3.57K
$686K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.55K+ 45.38% |
$541K - $649K
|
11.4K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.53K+ 3.31% |
$538K - $645K
|
110K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.48K+ 18.64% |
$531K - $637K
|
22.2K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3.48K+ 2.34% |
$530K - $636K
|
152K
$29.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.47K+ 1.32% |
$529K - $634K
|
267K
$51.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.43KNew |
$522K - $627K
|
3.43K
$659K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.41K+ 2.11% |
$520K - $624K
|
165K
$31.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.41K+ 5.24% |
$520K - $624K
|
68.5K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.4K+ 1.68% |
$517K - $621K
|
205K
$39.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3.39K+ 2.41% |
$517K - $620K
|
144K
$27.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.39K+ 26.43% |
$516K - $619K
|
16.2K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.34K+ 2.23% |
$510K - $611K
|
153K
$29.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.24K+ 0.87% |
$494K - $593K
|
375K
$72.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.22K+ 2.41% |
$490K - $588K
|
137K
$26.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 21.89% |
$477K - $572K
|
17.4K
$3.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.1K+ 3.69% |
$473K - $567K
|
87.2K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.1KNew |
$472K - $566K
|
3.1K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.07K+ 3.64% |
$469K - $562K
|
87.5K
$16.8M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.07K+ 7.14% |
$468K - $561K
|
46K
$8.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.05K+ 18.07% |
$465K - $558K
|
20K
$3.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.05K+ 35.68% |
$464K - $557K
|
11.6K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.01K+ 3.41% |
$459K - $550K
|
91.2K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.99K+ 62.48% |
$456K - $547K
|
7.79K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
2.97KNew |
$452K - $542K
|
2.97K
$571K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.92K+ 19.12% |
$445K - $533K
|
18.2K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
2.9K+ 6.36% |
$442K - $531K
|
48.6K
$9.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.9K+ 47.99% |
$441K - $529K
|
8.93K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.89K+ 8.36% |
$440K - $527K
|
37.4K
$7.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.87K+ 7.35% |
$438K - $525K
|
42K
$8.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.86KNew |
$436K - $523K
|
2.86K
$551K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.86K+ 4.41% |
$436K - $523K
|
67.7K
$13M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.85K+ 9.21% |
$435K - $522K
|
33.8K
$6.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.85K+ 100.6% |
$434K - $520K
|
5.67K
$1.09M
|