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 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.21K- 1.34% |
$204K - $226K
|
89.2K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.21K- 1.25% |
$204K - $226K
|
95.7K
$17M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.26K- 23.53% |
$212K - $234K
|
4.09K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.3K- 3.19% |
$219K - $243K
|
39.5K
$7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.33K- 8.14% |
$223K - $247K
|
15K
$2.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.34K- 29.78% |
$225K - $249K
|
3.15K
$558K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 37.31% |
$225K - $250K
|
2.25K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.34K- 2.94% |
$225K - $250K
|
44.3K
$7.85M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.36K- 28.79% |
$229K - $254K
|
3.37K
$596K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.37K- 48.47% |
$230K - $254K
|
1.45K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.38K- 7.99% |
$231K - $256K
|
15.8K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.39K- 2.91% |
$233K - $258K
|
46.3K
$8.2M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.43K- 45.28% |
$240K - $266K
|
1.73K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.43K- 6.46% |
$241K - $267K
|
20.7K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 77.57% |
$245K - $272K
|
422
$74.7K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.52K- 15.79% |
$256K - $284K
|
8.13K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.58K- 5.18% |
$266K - $295K
|
29K
$5.13M
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.59K- 1.89% |
$267K - $295K
|
82.3K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.59K- 57.05% |
$268K - $296K
|
1.2K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.61K- 0.98% |
$271K - $300K
|
162K
$28.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.62K- 7.02% |
$272K - $301K
|
21.4K
$3.79M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.64K- 39.67% |
$275K - $304K
|
2.49K
$440K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.71K- 33.04% |
$287K - $318K
|
3.46K
$613K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.73K- 8.49% |
$292K - $323K
|
18.7K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.74K- 32.44% |
$292K - $324K
|
3.62K
$641K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 53.1% |
$294K - $326K
|
1.55K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.78K- 10.6% |
$299K - $331K
|
15K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.79K- 5.61% |
$301K - $333K
|
30.1K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.79K- 1.82% |
$302K - $334K
|
97K
$17.2M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-1.87K- 8.15% |
$314K - $348K
|
21K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.92K- 5.87% |
$323K - $358K
|
30.8K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.95K- 17.25% |
$328K - $364K
|
9.37K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.99K- 19.77% |
$335K - $371K
|
8.09K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 2.73% |
$350K - $388K
|
74.1K
$13.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.16K- 8.79% |
$363K - $401K
|
22.4K
$3.96M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.18K- 0.36% |
$366K - $405K
|
597K
$106M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.19K- 1.02% |
$367K - $407K
|
212K
$37.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.31K- 7.95% |
$388K - $429K
|
26.7K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.31K- 1.78% |
$388K - $430K
|
127K
$22.6M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.35K- 2.6% |
$395K - $437K
|
88.1K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.38K- 5.53% |
$400K - $442K
|
40.6K
$7.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.38K- 85.09% |
$400K - $443K
|
417
$73.8K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.39K- 2.16% |
$403K - $446K
|
108K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.4K- 44.06% |
$403K - $446K
|
3.04K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.42K- 8.14% |
$407K - $450K
|
27.3K
$4.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.49K- 10.88% |
$418K - $463K
|
20.4K
$3.6M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.61K- 8.48% |
$438K - $485K
|
28.1K
$4.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.63K- 1.48% |
$442K - $490K
|
175K
$31M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.64K- 8.27% |
$444K - $491K
|
29.3K
$5.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.72K- 3.74% |
$458K - $507K
|
70K
$12.4M
|