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 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 10.83% |
$50.4K - $55.9K
|
2.47K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-300- 10.25% |
$50.4K - $55.9K
|
2.63K
$465K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-306- 3.51% |
$51.5K - $57K
|
8.41K
$1.49M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-317- 4.1% |
$53.3K - $59K
|
7.42K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-322- 3.99% |
$54.1K - $60K
|
7.76K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-325- 2.47% |
$54.7K - $60.5K
|
12.8K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-326- 6.15% |
$54.8K - $60.7K
|
4.98K
$881K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-327- 1.88% |
$55K - $60.9K
|
17.1K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-338- 0.93% |
$56.8K - $62.9K
|
36.1K
$6.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-342- 2.48% |
$57.5K - $63.7K
|
13.5K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-342- 1.23% |
$57.5K - $63.7K
|
27.4K
$4.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-355- 1.17% |
$59.7K - $66.1K
|
30.1K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-357- 11.91% |
$60K - $66.5K
|
2.64K
$467K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-357- 11.91% |
$60K - $66.5K
|
2.64K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-360- 30.51% |
$60.5K - $67K
|
820
$145K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-361- 2.83% |
$60.7K - $67.2K
|
12.4K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-365- 4.19% |
$61.4K - $68K
|
8.35K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-370- 6.18% |
$62.2K - $68.9K
|
5.61K
$994K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-372- 14.45% |
$62.6K - $69.3K
|
2.2K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-388- 3.79% |
$65.2K - $72.2K
|
9.85K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-396- 6.8% |
$66.6K - $73.7K
|
5.43K
$961K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-397- 0.67% |
$66.8K - $73.9K
|
58.6K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-400- 1.99% |
$67.3K - $74.5K
|
19.7K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-409- 2.85% |
$68.8K - $76.2K
|
14K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-427- 22.51% |
$71.8K - $79.5K
|
1.47K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-441- 1.28% |
$74.2K - $82.1K
|
34K
$6.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-452- 2.81% |
$76K - $84.2K
|
15.6K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-452- 6.6% |
$76K - $84.2K
|
6.4K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-455- 0.75% |
$76.5K - $84.7K
|
60.4K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-466- 5.1% |
$78.4K - $86.8K
|
8.66K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-468- 17.7% |
$78.7K - $87.1K
|
2.18K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-471- 1.23% |
$79.2K - $87.7K
|
37.8K
$6.7M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-477- 2.76% |
$80.2K - $88.8K
|
16.8K
$2.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-478- 6.44% |
$80.4K - $89K
|
6.94K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-495- 20.42% |
$83.2K - $92.2K
|
1.93K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-504- 1.11% |
$84.8K - $93.8K
|
44.9K
$7.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-515- 6.52% |
$86.6K - $95.9K
|
7.38K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-527- 2.72% |
$88.6K - $98.1K
|
18.8K
$3.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-530- 12.54% |
$89.1K - $98.7K
|
3.7K
$654K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-543- 24.39% |
$91.3K - $101K
|
1.68K
$298K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-544- 3.77% |
$91.5K - $101K
|
13.9K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-552- 1.19% |
$92.8K - $103K
|
45.8K
$8.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-553- 2.11% |
$93K - $103K
|
25.7K
$4.55M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-560- 9.35% |
$94.2K - $104K
|
5.43K
$961K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-566- 6.19% |
$95.2K - $105K
|
8.59K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-569- 2.24% |
$95.7K - $106K
|
24.8K
$4.4M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-573- 40.64% |
$96.4K - $107K
|
837
$148K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-580- 15.54% |
$97.5K - $108K
|
3.15K
$558K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-593- 10.78% |
$99.7K - $110K
|
4.91K
$869K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-603- 7.23% |
$101K - $112K
|
7.74K
$1.37M
|