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 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.15KNew |
$175K - $209K
|
1.15K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.12KNew |
$171K - $205K
|
1.12K
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11K+ 18.45% |
$169K - $203K
|
7.13K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.01K+ 2.68% |
$153K - $184K
|
38.6K
$7.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
980+ 8.06% |
$149K - $179K
|
13.1K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
974+ 4.17% |
$148K - $178K
|
24.4K
$4.47M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
935+ 3.31% |
$143K - $171K
|
29.2K
$5.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
872+ 56.55% |
$133K - $159K
|
2.41K
$443K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
716+ 0.74% |
$109K - $131K
|
97.1K
$17.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
665+ 11.09% |
$101K - $122K
|
6.66K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
614+ 1.78% |
$93.6K - $112K
|
35K
$6.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
603+ 2.96% |
$91.9K - $110K
|
21K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
578+ 22.13% |
$88.1K - $106K
|
3.19K
$585K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
575+ 6.09% |
$87.6K - $105K
|
10K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
573+ 6.87% |
$87.3K - $105K
|
8.91K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
561+ 15.91% |
$85.5K - $103K
|
4.09K
$750K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
559+ 4.1% |
$85.2K - $102K
|
14.2K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
544+ 12.87% |
$82.9K - $99.5K
|
4.77K
$875K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
532+ 2.07% |
$81.1K - $97.3K
|
26.2K
$4.81M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
530+ 20.38% |
$80.8K - $96.9K
|
3.13K
$574K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
488+ 25.08% |
$74.4K - $89.2K
|
2.43K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
457+ 4.47% |
$69.7K - $83.5K
|
10.7K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
447+ 17.97% |
$68.1K - $81.7K
|
2.93K
$538K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
445+ 4.91% |
$67.8K - $81.4K
|
9.52K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
418+ 13.41% |
$63.7K - $76.4K
|
3.54K
$649K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
389+ 5.46% |
$59.3K - $71.1K
|
7.52K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
351+ 18.8% |
$53.5K - $64.2K
|
2.22K
$407K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
347+ 2.59% |
$52.9K - $63.4K
|
13.7K
$2.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
330+ 13.72% |
$50.3K - $60.3K
|
2.74K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
325+ 2.41% |
$49.5K - $59.4K
|
13.8K
$2.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
313+ 4.8% |
$47.7K - $57.2K
|
6.84K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
307+ 4.04% |
$46.8K - $56.1K
|
7.91K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
307+ 14.14% |
$46.8K - $56.1K
|
2.48K
$455K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
224+ 3.99% |
$34.1K - $41K
|
5.83K
$1.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
220+ 2.04% |
$33.5K - $40.2K
|
11K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
214+ 11.15% |
$32.6K - $39.1K
|
2.13K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
212+ 5.84% |
$32.3K - $38.8K
|
3.84K
$705K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
207+ 9.5% |
$31.6K - $37.8K
|
2.39K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
204+ 3.61% |
$31.1K - $37.3K
|
5.86K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
194+ 35.21% |
$29.6K - $35.5K
|
745
$137K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
193+ 1.6% |
$29.4K - $35.3K
|
12.2K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
191+ 8.36% |
$29.1K - $34.9K
|
2.48K
$454K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
189+ 5.99% |
$28.8K - $34.6K
|
3.35K
$614K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
189+ 4.51% |
$28.8K - $34.6K
|
4.38K
$804K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
178+ 40.36% |
$27.1K - $32.5K
|
619
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
159+ 5.95% |
$24.2K - $29.1K
|
2.83K
$519K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 6.13% |
$22.9K - $27.4K
|
2.6K
$476K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
148+ 0.77% |
$22.6K - $27.1K
|
19.5K
$3.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
141+ 27.27% |
$21.5K - $25.8K
|
658
$121K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
123+ 151.85% |
$18.7K - $22.5K
|
204
$37.4K
|