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 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-156- 6.23% |
$26.2K - $29K
|
2.35K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-158- 10.17% |
$26.6K - $29.4K
|
1.4K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-158- 2.21% |
$26.6K - $29.4K
|
6.99K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-159- 2.68% |
$26.7K - $29.6K
|
5.76K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-170- 2.86% |
$28.6K - $31.7K
|
5.77K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 35.11% |
$28.8K - $31.8K
|
316
$56K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-172- 0.82% |
$28.9K - $32K
|
20.9K
$3.69M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-175- 0.96% |
$29.4K - $32.6K
|
18K
$3.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-176- 1.21% |
$29.6K - $32.8K
|
14.4K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-176- 2.48% |
$29.6K - $32.8K
|
6.92K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-177- 12.62% |
$29.8K - $33K
|
1.23K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-184- 0.94% |
$30.9K - $34.3K
|
19.3K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-186- 10.18% |
$31.3K - $34.6K
|
1.64K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-189- 69.74% |
$31.8K - $35.2K
|
82
$14.5K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-192- 5.96% |
$32.3K - $35.8K
|
3.03K
$537K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-192- 1.03% |
$32.3K - $35.8K
|
18.4K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-193- 55.3% |
$32.5K - $35.9K
|
156
$27.6K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-196- 0.25% |
$33K - $36.5K
|
76.7K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-198- 2.48% |
$33.3K - $36.9K
|
7.79K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-203- 0.99% |
$34.1K - $37.8K
|
20.4K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-210- 42.42% |
$35.3K - $39.1K
|
285
$50.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-213- 1.98% |
$35.8K - $39.7K
|
10.5K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-214- 2.59% |
$36K - $39.8K
|
8.03K
$1.42M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-215- 1.9% |
$36.2K - $40K
|
11.1K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-215- 23.55% |
$36.2K - $40K
|
698
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-217- 13.73% |
$36.5K - $40.4K
|
1.36K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-218- 1.29% |
$36.7K - $40.6K
|
16.6K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-223- 2.3% |
$37.5K - $41.5K
|
9.45K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-228- 1.09% |
$38.3K - $42.5K
|
20.8K
$3.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-230- 2.65% |
$38.7K - $42.8K
|
8.46K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-236- 15.76% |
$39.7K - $43.9K
|
1.26K
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-239- 6.58% |
$40.2K - $44.5K
|
3.39K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-240- 2.24% |
$40.4K - $44.7K
|
10.5K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-241- 15.48% |
$40.5K - $44.9K
|
1.32K
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-241- 0.52% |
$40.5K - $44.9K
|
45.7K
$8.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-242- 3.85% |
$40.7K - $45.1K
|
6.04K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-242- 7.87% |
$40.7K - $45.1K
|
2.83K
$502K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-250- 15.52% |
$42K - $46.6K
|
1.36K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-256- 5.22% |
$43K - $47.7K
|
4.64K
$822K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-261- 1.91% |
$43.9K - $48.6K
|
13.4K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-263- 4.08% |
$44.2K - $49K
|
6.18K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-267- 13.56% |
$44.9K - $49.7K
|
1.7K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-267- 6.64% |
$44.9K - $49.7K
|
3.76K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-271- 3.04% |
$45.6K - $50.5K
|
8.63K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-280- 12.94% |
$47.1K - $52.1K
|
1.88K
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-281- 15.81% |
$47.3K - $52.3K
|
1.5K
$265K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-285- 15.97% |
$47.9K - $53.1K
|
1.5K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-292- 0.87% |
$49.1K - $54.4K
|
33.2K
$5.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-296- 9.26% |
$49.8K - $55.1K
|
2.9K
$514K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-299- 2.46% |
$50.3K - $55.7K
|
11.8K
$2.1M
|