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 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-608- 12.81% |
$102K - $113K
|
4.14K
$732K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-617- 0.89% |
$104K - $115K
|
68.6K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-632- 5.9% |
$106K - $118K
|
10.1K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-634- 12.58% |
$107K - $118K
|
4.41K
$780K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-635- 27.51% |
$107K - $118K
|
1.67K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-643- 28.51% |
$108K - $120K
|
1.61K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-645- 3.86% |
$108K - $120K
|
16.1K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-646- 0.68% |
$109K - $120K
|
94.6K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-647- 99.54% |
$109K - $120K
|
3
$531
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-654- 10.44% |
$110K - $122K
|
5.61K
$993K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-657- 5.02% |
$110K - $122K
|
12.4K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-659- 2.25% |
$111K - $123K
|
28.7K
$5.08M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-671- 0.89% |
$113K - $125K
|
74.4K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-674- 1.19% |
$113K - $126K
|
55.9K
$9.89M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-683- 0.37% |
$115K - $127K
|
186K
$33M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-699- 1.21% |
$118K - $130K
|
57.1K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-707- 55.49% |
$119K - $132K
|
567
$100K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-715- 23.36% |
$120K - $133K
|
2.35K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-772- 7.81% |
$130K - $144K
|
9.12K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-803- 21.15% |
$135K - $150K
|
2.99K
$530K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-806- 2.83% |
$136K - $150K
|
27.6K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-812- 3.01% |
$137K - $151K
|
26.2K
$4.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-830- 9.37% |
$140K - $155K
|
8.02K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-833- 7.52% |
$140K - $155K
|
10.2K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-839- 3.09% |
$141K - $156K
|
26.3K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-864- 0.84% |
$145K - $161K
|
102K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-868- 6.88% |
$146K - $162K
|
11.7K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-877- 5.78% |
$147K - $163K
|
14.3K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-881- 11.55% |
$148K - $164K
|
6.75K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-881- 35.57% |
$148K - $164K
|
1.6K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-901- 23.83% |
$152K - $168K
|
2.88K
$510K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-924- 41.9% |
$155K - $172K
|
1.28K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-944- 3.32% |
$159K - $176K
|
27.5K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-949- 14.21% |
$160K - $177K
|
5.73K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-955- 12.8% |
$161K - $178K
|
6.51K
$1.15M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-981- 1.74% |
$165K - $183K
|
55.5K
$9.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-996- 17.14% |
$167K - $185K
|
4.82K
$853K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.01K- 13.37% |
$170K - $189K
|
6.56K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.02K- 0.04% |
$172K - $190K
|
2.69M
$476M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.03K- 1.89% |
$173K - $191K
|
53.4K
$9.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.03K- 3.65% |
$174K - $192K
|
27.3K
$4.83M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.05K- 0.8% |
$176K - $195K
|
130K
$22.9M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.09K- 42.2% |
$183K - $203K
|
1.49K
$264K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.11K- 2.31% |
$187K - $207K
|
47K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.12K- 11.18% |
$187K - $208K
|
8.86K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.13K- 1.14% |
$190K - $210K
|
98.1K
$17.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.17K- 1.12% |
$196K - $217K
|
103K
$18.2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.17K- 5.37% |
$197K - $218K
|
20.6K
$3.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.18K- 3.96% |
$198K - $220K
|
28.6K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.2K- 1.62% |
$201K - $223K
|
72.8K
$12.9M
|