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 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
33+ 1.76% |
$5.55K - $6.14K
|
1.91K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 7.26% |
$5.04K - $5.59K
|
443
$85.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
28+ 77.78% |
$4.71K - $5.21K
|
64
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
28+ 0.94% |
$4.71K - $5.21K
|
3.01K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
28New |
$4.71K - $5.21K
|
28
$5.38K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26+ 5.22% |
$4.37K - $4.84K
|
524
$101K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
23+ 4.83% |
$3.87K - $4.28K
|
499
$96K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
22+ 1.28% |
$3.7K - $4.1K
|
1.74K
$334K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 2.21% |
$3.2K - $3.54K
|
877
$169K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
19+ 0.91% |
$3.2K - $3.54K
|
2.1K
$403K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
18+ 0.76% |
$3.03K - $3.35K
|
2.4K
$461K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18+ 0.56% |
$3.03K - $3.35K
|
3.21K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
18+ 1.69% |
$3.03K - $3.35K
|
1.09K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
18+ 1.19% |
$3.03K - $3.35K
|
1.53K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
18+ 1.13% |
$3.03K - $3.35K
|
1.61K
$310K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.37% |
$2.86K - $3.17K
|
1.25K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 2.44% |
$2.52K - $2.79K
|
631
$121K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
14+ 0.23% |
$2.35K - $2.61K
|
6K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
14+ 0.54% |
$2.35K - $2.61K
|
2.6K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
13+ 0.34% |
$2.19K - $2.42K
|
3.84K
$739K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
12+ 16.44% |
$2.02K - $2.23K
|
85
$16.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.79% |
$2.02K - $2.23K
|
1.54K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7+ 0.1% |
$1.18K - $1.3K
|
6.68K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7New |
$1.18K - $1.3K
|
7
$1.35K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.04% |
$1.18K - $1.3K
|
17.8K
$3.42M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.24% |
$1.01K - $1.12K
|
2.54K
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
6+ 0.23% |
$1.01K - $1.12K
|
2.59K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
6+ 0.16% |
$1.01K - $1.12K
|
3.68K
$708K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 0.03% |
$1.01K - $1.12K
|
19.5K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
6+ 0.02% |
$1.01K - $1.12K
|
25.6K
$4.91M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
5+ 0.12% |
$841 - $931
|
4.01K
$771K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3+ 0.16% |
$504 - $559
|
1.9K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3+ 0.25% |
$504 - $559
|
1.21K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.14% |
$504 - $559
|
2.19K
$421K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3+ 0.22% |
$504 - $559
|
1.34K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3+ 0.15% |
$504 - $559
|
2.07K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$336 - $372
|
5.39K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.16% |
$336 - $372
|
1.27K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.29% |
$336 - $372
|
685
$132K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2+ 0.1% |
$336 - $372
|
2.08K
$400K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.83% |
$168 - $186
|
121
$23.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.33% |
$168 - $186
|
303
$58.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$168 - $186
|
1.27K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.15% |
$168 - $186
|
679
$131K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.11% |
$168 - $186
|
948
$182K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1+ 0.07% |
$168 - $186
|
1.42K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.09% |
$168 - $186
|
1.07K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.16% |
$168 - $186
|
644
$124K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 0.02% |
$168 - $186
|
4.44K
$853K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 0.16% |
$336 - $372
|
1.22K
$235K
|