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 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.82K+ 22.37% |
$430K - $516K
|
15.4K
$2.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.79K+ 4.62% |
$425K - $510K
|
63.1K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 22.03% |
$419K - $502K
|
15.2K
$2.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.74K+ 2.36% |
$418K - $501K
|
119K
$22.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.71K+ 4.94% |
$414K - $496K
|
57.6K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.7K+ 3.62% |
$412K - $494K
|
77.2K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.69K+ 7.08% |
$409K - $491K
|
40.6K
$7.81M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.66K+ 4.38% |
$405K - $486K
|
63.4K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.62K+ 1.2% |
$399K - $478K
|
220K
$42.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.61K+ 3.17% |
$397K - $477K
|
84.9K
$16.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.59KNew |
$395K - $474K
|
2.59K
$498K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 7.23% |
$392K - $470K
|
38.1K
$7.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.57KNew |
$392K - $470K
|
2.57K
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.54K+ 14.23% |
$387K - $464K
|
20.4K
$3.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.52K+ 23.56% |
$383K - $460K
|
13.2K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.5KNew |
$381K - $457K
|
2.5K
$481K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.49KNew |
$380K - $455K
|
2.49K
$479K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.47K+ 20.58% |
$377K - $452K
|
14.5K
$2.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.45K+ 2.3% |
$373K - $448K
|
109K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.44K+ 9.52% |
$372K - $446K
|
28.1K
$5.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.4K+ 22.87% |
$365K - $438K
|
12.9K
$2.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.38K+ 6.75% |
$362K - $435K
|
37.6K
$7.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.38K+ 6.23% |
$362K - $434K
|
40.5K
$7.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.37K+ 6.26% |
$361K - $433K
|
40.2K
$7.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.36KNew |
$359K - $431K
|
2.36K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.34K+ 1.35% |
$356K - $427K
|
176K
$33.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.33K+ 2.53% |
$355K - $426K
|
94.6K
$18.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.29K+ 11.94% |
$350K - $419K
|
21.5K
$4.13M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.29K+ 6.91% |
$349K - $419K
|
35.5K
$6.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.26K+ 2.31% |
$344K - $413K
|
99.8K
$19.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.23K+ 2.41% |
$340K - $408K
|
94.6K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
2.22K+ 34.58% |
$339K - $406K
|
8.65K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.2K+ 10.01% |
$336K - $403K
|
24.2K
$4.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.19K+ 32.16% |
$334K - $400K
|
9K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 0.35% |
$332K - $398K
|
633K
$122M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.13K+ 142.45% |
$325K - $390K
|
3.63K
$697K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.13K+ 18.6% |
$324K - $389K
|
13.6K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
2.11K+ 15.18% |
$322K - $386K
|
16K
$3.08M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.1K+ 8.0% |
$319K - $383K
|
28.3K
$5.44M
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.1K+ 17.2% |
$319K - $383K
|
14.3K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.09K+ 8.77% |
$319K - $382K
|
26K
$4.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 1.19% |
$315K - $378K
|
176K
$33.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.06K+ 82.87% |
$314K - $377K
|
4.55K
$875K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.04K+ 3.6% |
$310K - $372K
|
58.5K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.02K+ 50.42% |
$308K - $369K
|
6.03K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
2KNew |
$305K - $366K
|
2K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.99K+ 2.64% |
$304K - $364K
|
77.4K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.97K+ 19.42% |
$300K - $360K
|
12.1K
$2.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.95K+ 30.68% |
$298K - $357K
|
8.32K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.92K+ 2.53% |
$293K - $351K
|
78K
$15M
|