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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 1.23% |
$11.8K - $13K
|
5.61K
$993K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-71- 4.5% |
$11.9K - $13.2K
|
1.51K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-72- 9.59% |
$12.1K - $13.4K
|
679
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-74- 3.11% |
$12.4K - $13.8K
|
2.31K
$408K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-76- 3.07% |
$12.8K - $14.2K
|
2.4K
$425K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-77- 0.23% |
$12.9K - $14.3K
|
33.1K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-85- 4.27% |
$14.3K - $15.8K
|
1.9K
$337K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-85- 1.85% |
$14.3K - $15.8K
|
4.52K
$800K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-87- 14.82% |
$14.6K - $16.2K
|
500
$88.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-88- 5.63% |
$14.8K - $16.4K
|
1.47K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-89- 16.86% |
$15K - $16.6K
|
439
$77.7K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-89- 1.18% |
$15K - $16.6K
|
7.48K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-90- 0.64% |
$15.1K - $16.8K
|
14.1K
$2.49M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-95- 5.85% |
$16K - $17.7K
|
1.53K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-96- 33.33% |
$16.1K - $17.9K
|
192
$34K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-96- 6.16% |
$16.1K - $17.9K
|
1.46K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-97- 8.77% |
$16.3K - $18.1K
|
1.01K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-97- 0.81% |
$16.3K - $18.1K
|
11.8K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-99- 0.84% |
$16.6K - $18.4K
|
11.6K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-100- 5.13% |
$16.8K - $18.6K
|
1.85K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.06% |
$16.8K - $18.6K
|
158K
$27.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-101- 0.51% |
$17K - $18.8K
|
19.9K
$3.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-101- 5.13% |
$17K - $18.8K
|
1.87K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-101- 4.33% |
$17K - $18.8K
|
2.23K
$395K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-103- 1.25% |
$17.3K - $19.2K
|
8.15K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-107- 3.54% |
$18K - $19.9K
|
2.92K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-108- 7.88% |
$18.2K - $20.1K
|
1.26K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-115- 2.19% |
$19.3K - $21.4K
|
5.13K
$908K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-117- 0.8% |
$19.7K - $21.8K
|
14.4K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-118- 6.09% |
$19.8K - $22K
|
1.82K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-120- 13.03% |
$20.2K - $22.3K
|
801
$142K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-123- 1.66% |
$20.7K - $22.9K
|
7.29K
$1.29M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-125- 1.01% |
$21K - $23.3K
|
12.2K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-125- 3.48% |
$21K - $23.3K
|
3.47K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-125- 3.86% |
$21K - $23.3K
|
3.11K
$551K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-125- 2.54% |
$21K - $23.3K
|
4.79K
$848K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-126- 7.48% |
$21.2K - $23.5K
|
1.56K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-128- 33.42% |
$21.5K - $23.8K
|
255
$45.2K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-128- 6.56% |
$21.5K - $23.8K
|
1.82K
$323K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-131- 0.58% |
$22K - $24.4K
|
22.4K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-131- 13.02% |
$22K - $24.4K
|
875
$155K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-132- 2.78% |
$22.2K - $24.6K
|
4.61K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-134- 5.16% |
$22.5K - $25K
|
2.47K
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-138- 53.28% |
$23.2K - $25.7K
|
121
$21.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-140- 59.32% |
$23.5K - $26.1K
|
96
$17K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-143- 8.9% |
$24K - $26.6K
|
1.46K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-146- 3.74% |
$24.6K - $27.2K
|
3.76K
$666K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-150- 9.12% |
$25.2K - $27.9K
|
1.5K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-152- 8.97% |
$25.6K - $28.3K
|
1.54K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-153- 14.5% |
$25.7K - $28.5K
|
902
$160K
|