Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.17K+ 70.16% |
$196K - $217K
|
2.83K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.16K+ 4.32% |
$196K - $217K
|
28.1K
$5.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.15KNew |
$193K - $214K
|
1.15K
$210K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.13K+ 0.68% |
$190K - $211K
|
166K
$30.5M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.1K+ 16.24% |
$185K - $204K
|
7.86K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.09K+ 40.22% |
$183K - $203K
|
3.79K
$696K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.08K+ 31.19% |
$182K - $201K
|
4.55K
$834K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 15.86% |
$181K - $201K
|
7.88K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.07K+ 8.4% |
$181K - $200K
|
13.9K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.07K+ 0.97% |
$180K - $199K
|
112K
$20.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.07K+ 28.73% |
$180K - $199K
|
4.79K
$878K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 19.56% |
$178K - $197K
|
6.46K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.05K+ 19.86% |
$177K - $196K
|
6.36K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.05K+ 1.79% |
$176K - $195K
|
59.5K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.03K+ 12.79% |
$172K - $191K
|
9.04K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.02K+ 9.88% |
$172K - $190K
|
11.4K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.01K+ 6.38% |
$170K - $188K
|
16.8K
$3.09M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.01K+ 148.24% |
$170K - $188K
|
1.69K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
993+ 14.7% |
$167K - $185K
|
7.75K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
970+ 20.9% |
$163K - $181K
|
5.61K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
959+ 11.57% |
$161K - $179K
|
9.25K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
955+ 3.35% |
$161K - $178K
|
29.5K
$5.41M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
944+ 22.34% |
$159K - $176K
|
5.17K
$948K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
937+ 3.42% |
$158K - $174K
|
28.4K
$5.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
929+ 26.61% |
$156K - $173K
|
4.42K
$811K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
924New |
$155K - $172K
|
924
$169K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
920+ 49.04% |
$155K - $171K
|
2.8K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
916+ 10.31% |
$154K - $171K
|
9.8K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
911+ 0.71% |
$153K - $170K
|
130K
$23.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
902+ 3.01% |
$152K - $168K
|
30.9K
$5.66M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
896+ 27.88% |
$151K - $167K
|
4.11K
$754K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
886+ 67.63% |
$149K - $165K
|
2.2K
$403K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
879+ 27.88% |
$148K - $164K
|
4.03K
$740K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
875+ 4.01% |
$147K - $163K
|
22.7K
$4.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
850+ 6.13% |
$143K - $158K
|
14.7K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
848+ 0.39% |
$143K - $158K
|
221K
$40.5M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
840+ 5.36% |
$141K - $156K
|
16.5K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
836+ 68.86% |
$141K - $156K
|
2.05K
$376K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
834+ 11.27% |
$140K - $155K
|
8.23K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
833+ 7.36% |
$140K - $155K
|
12.2K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
833+ 2.4% |
$140K - $155K
|
35.6K
$6.53M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
818+ 0.24% |
$138K - $152K
|
335K
$61.5M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
817+ 6.25% |
$137K - $152K
|
13.9K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
814+ 15.59% |
$137K - $152K
|
6.04K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
807+ 3.86% |
$136K - $150K
|
21.7K
$3.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
805+ 10.8% |
$135K - $150K
|
8.26K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
788+ 8.62% |
$133K - $147K
|
9.93K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
785+ 8.95% |
$132K - $146K
|
9.55K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
784+ 15.53% |
$132K - $146K
|
5.83K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
765+ 7.72% |
$129K - $142K
|
10.7K
$1.96M
|