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 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.88K+ 11.65% |
$286K - $343K
|
18K
$3.45M
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$282K - $338K
|
1.85K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.84KNew |
$281K - $337K
|
1.84K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.76KNew |
$267K - $321K
|
1.76K
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.75K+ 9.99% |
$267K - $320K
|
19.2K
$3.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.75KNew |
$266K - $319K
|
1.75K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.74K+ 4.51% |
$265K - $318K
|
40.3K
$7.75M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.74K+ 542.19% |
$264K - $317K
|
2.06K
$395K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
1.73KNew |
$264K - $317K
|
1.73K
$333K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.73KNew |
$263K - $316K
|
1.73K
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.72KNew |
$263K - $315K
|
1.72K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.72K+ 37.32% |
$262K - $315K
|
6.33K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$261K - $313K
|
1.71K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.71K+ 101.31% |
$260K - $312K
|
3.39K
$651K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.7K+ 4.84% |
$258K - $310K
|
36.7K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.69K+ 3.54% |
$257K - $309K
|
49.4K
$9.5M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.67K+ 6.04% |
$254K - $305K
|
29.3K
$5.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.67K+ 5.5% |
$254K - $305K
|
32K
$6.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.67K+ 3.86% |
$254K - $305K
|
44.8K
$8.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.65K+ 6.49% |
$252K - $302K
|
27.1K
$5.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.65K+ 14.31% |
$252K - $302K
|
13.2K
$2.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.64K+ 4.19% |
$249K - $299K
|
40.7K
$7.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.63K+ 26.7% |
$249K - $299K
|
7.75K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.62KNew |
$247K - $297K
|
1.62K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.62K+ 324.65% |
$247K - $296K
|
2.12K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.62K+ 2.83% |
$246K - $295K
|
58.8K
$11.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.62K+ 5.52% |
$246K - $295K
|
30.9K
$5.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.6K+ 39.17% |
$244K - $293K
|
5.7K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.59KNew |
$242K - $290K
|
1.59K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.58K+ 3.89% |
$241K - $289K
|
42.2K
$8.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 38.57% |
$240K - $287K
|
5.65K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.57K+ 84.89% |
$239K - $287K
|
3.42K
$657K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
1.56K+ 51.19% |
$238K - $286K
|
4.62K
$888K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.56KNew |
$237K - $285K
|
1.56K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.55K+ 8.69% |
$236K - $283K
|
19.4K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.53K+ 37.32% |
$234K - $280K
|
5.64K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.53K+ 3.4% |
$233K - $280K
|
46.5K
$8.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.53K+ 33.83% |
$233K - $280K
|
6.05K
$1.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.52K+ 7.72% |
$232K - $278K
|
21.2K
$4.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.52K+ 2.38% |
$231K - $278K
|
65.3K
$12.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.5K+ 7.94% |
$228K - $274K
|
20.4K
$3.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.49K+ 99.0% |
$227K - $272K
|
2.99K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.47KNew |
$224K - $269K
|
1.47K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
1.47K+ 114.98% |
$223K - $268K
|
2.74K
$527K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.46K+ 60.83% |
$223K - $267K
|
3.86K
$742K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.46K+ 0.83% |
$222K - $266K
|
177K
$34M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
1.45K+ 3.56% |
$221K - $266K
|
42.2K
$8.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.45KNew |
$221K - $265K
|
1.45K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.45KNew |
$220K - $264K
|
1.45K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.44K+ 90.68% |
$219K - $263K
|
3.03K
$582K
|