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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
80+ 2.69% |
$13.5K - $14.9K
|
3.05K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
79+ 1.7% |
$13.3K - $14.7K
|
4.73K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
78New |
$13.1K - $14.5K
|
78
$14.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
77+ 0.19% |
$12.9K - $14.3K
|
39.7K
$7.29M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
76+ 6.34% |
$12.8K - $14.2K
|
1.27K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 3.16% |
$12.6K - $14K
|
2.45K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
75+ 0.23% |
$12.6K - $14K
|
32.5K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
73+ 9.29% |
$12.3K - $13.6K
|
859
$158K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
70+ 5.37% |
$11.8K - $13K
|
1.37K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
70+ 7.14% |
$11.8K - $13K
|
1.05K
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
68New |
$11.4K - $12.7K
|
68
$12.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
66+ 2.6% |
$11.1K - $12.3K
|
2.61K
$478K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
65New |
$10.9K - $12.1K
|
65
$11.9K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
65+ 282.61% |
$10.9K - $12.1K
|
88
$16.1K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
62+ 0.43% |
$10.4K - $11.5K
|
14.4K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
58+ 2.14% |
$9.75K - $10.8K
|
2.76K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
57+ 4.36% |
$9.59K - $10.6K
|
1.37K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
56+ 0.52% |
$9.42K - $10.4K
|
10.9K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
56+ 20.74% |
$9.42K - $10.4K
|
326
$59.8K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
55New |
$9.25K - $10.2K
|
55
$10.1K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
55+ 0.22% |
$9.25K - $10.2K
|
24.5K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
54+ 0.53% |
$9.08K - $10.1K
|
10.2K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
53+ 0.51% |
$8.91K - $9.87K
|
10.4K
$1.9M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
52+ 4.08% |
$8.74K - $9.68K
|
1.33K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
51+ 0.85% |
$8.58K - $9.5K
|
6.07K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
50+ 0.18% |
$8.41K - $9.31K
|
27.9K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 0.85% |
$8.41K - $9.31K
|
5.92K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
47+ 0.16% |
$7.9K - $8.75K
|
29.3K
$5.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
45+ 1.95% |
$7.57K - $8.38K
|
2.35K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
45+ 93.75% |
$7.57K - $8.38K
|
93
$17.1K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
44+ 0.18% |
$7.4K - $8.19K
|
23.9K
$4.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
42+ 3.0% |
$7.06K - $7.82K
|
1.44K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
42+ 1.93% |
$7.06K - $7.82K
|
2.22K
$408K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
42+ 0.71% |
$7.06K - $7.82K
|
5.96K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
42+ 3.69% |
$7.06K - $7.82K
|
1.18K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
41New |
$6.89K - $7.63K
|
41
$7.52K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
41+ 1.88% |
$6.89K - $7.63K
|
2.22K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
40+ 1.62% |
$6.73K - $7.45K
|
2.51K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
40+ 0.89% |
$6.73K - $7.45K
|
4.56K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39+ 1.27% |
$6.56K - $7.26K
|
3.12K
$573K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
37+ 0.52% |
$6.22K - $6.89K
|
7.13K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
37+ 2.09% |
$6.22K - $6.89K
|
1.8K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
35+ 0.59% |
$5.89K - $6.52K
|
5.93K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
33+ 1.76% |
$5.55K - $6.14K
|
1.91K
$351K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 7.26% |
$5.04K - $5.59K
|
443
$81.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
28+ 77.78% |
$4.71K - $5.21K
|
64
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
28+ 0.94% |
$4.71K - $5.21K
|
3.01K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
28New |
$4.71K - $5.21K
|
28
$5.14K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 5.22% |
$4.37K - $4.84K
|
524
$96.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
23+ 4.83% |
$3.87K - $4.28K
|
499
$91.5K
|