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 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-12- 0.65% |
$2.02K - $2.23K
|
1.83K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12- 0.78% |
$2.02K - $2.23K
|
1.53K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-12- 15.38% |
$2.02K - $2.23K
|
66
$11.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12- 0.24% |
$2.02K - $2.23K
|
4.89K
$866K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-12- 0.05% |
$2.02K - $2.23K
|
25.4K
$4.49M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-14- 2.45% |
$2.35K - $2.61K
|
558
$98.8K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-14- 0.9% |
$2.35K - $2.61K
|
1.54K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-15- 0.14% |
$2.52K - $2.79K
|
10.5K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-16- 0.58% |
$2.69K - $2.98K
|
2.75K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-18- 1.0% |
$3.03K - $3.35K
|
1.79K
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-19- 0.05% |
$3.2K - $3.54K
|
34.7K
$6.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-19- 1.26% |
$3.2K - $3.54K
|
1.49K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-19- 0.33% |
$3.2K - $3.54K
|
5.71K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-20- 1.61% |
$3.36K - $3.72K
|
1.22K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-22- 40.0% |
$3.7K - $4.1K
|
33
$5.84K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-22- 1.71% |
$3.7K - $4.1K
|
1.27K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 1.65% |
$3.87K - $4.28K
|
1.38K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-25- 0.24% |
$4.2K - $4.66K
|
10.5K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-25- 0.48% |
$4.2K - $4.66K
|
5.19K
$919K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-25- 0.93% |
$4.2K - $4.66K
|
2.67K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-25- 1.66% |
$4.2K - $4.66K
|
1.49K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-26- 0.96% |
$4.37K - $4.84K
|
2.67K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-29- 1.21% |
$4.88K - $5.4K
|
2.36K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-29- 1.19% |
$4.88K - $5.4K
|
2.42K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-35- 0.4% |
$5.89K - $6.52K
|
8.67K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-35- 0.62% |
$5.89K - $6.52K
|
5.64K
$998K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-36- 1.84% |
$6.05K - $6.7K
|
1.92K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-37- 20.79% |
$6.22K - $6.89K
|
141
$25K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-37- 92.5% |
$6.22K - $6.89K
|
3
$531
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-38- 0.04% |
$6.39K - $7.08K
|
101K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-38- 2.3% |
$6.39K - $7.08K
|
1.61K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.08% |
$6.56K - $7.26K
|
3.57K
$631K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-41- 2.66% |
$6.89K - $7.63K
|
1.5K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 7.27% |
$7.06K - $7.82K
|
536
$94.9K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-42- 3.46% |
$7.06K - $7.82K
|
1.17K
$207K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-42- 1.25% |
$7.06K - $7.82K
|
3.31K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-45- 0.8% |
$7.57K - $8.38K
|
5.58K
$989K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-46- 3.09% |
$7.74K - $8.57K
|
1.44K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-46- 2.53% |
$7.74K - $8.57K
|
1.77K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-48- 2.05% |
$8.07K - $8.94K
|
2.29K
$406K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.5% |
$8.24K - $9.12K
|
9.67K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-50- 8.73% |
$8.41K - $9.31K
|
523
$92.6K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 1.28% |
$8.41K - $9.31K
|
3.86K
$683K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-50- 0.02% |
$8.41K - $9.31K
|
217K
$38.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-51- 0.84% |
$8.58K - $9.5K
|
6.03K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-53- 4.26% |
$8.91K - $9.87K
|
1.19K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-55- 1.54% |
$9.25K - $10.2K
|
3.53K
$624K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-60- 2.0% |
$10.1K - $11.2K
|
2.94K
$520K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-63- 2.34% |
$10.6K - $11.7K
|
2.63K
$466K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-68- 0.85% |
$11.4K - $12.7K
|
7.91K
$1.4M
|