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 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6.34K- 28.71% |
$1.07M - $1.18M
|
15.7K
$2.79M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.52K- 82.26% |
$1.1M - $1.21M
|
1.41K
$249K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.55K- 3.24% |
$1.1M - $1.22M
|
196K
$34.7M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.91K- 4.41% |
$1.16M - $1.29M
|
150K
$26.5M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.99K- 17.52% |
$1.18M - $1.3M
|
32.9K
$5.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-7.32K- 65.09% |
$1.23M - $1.36M
|
3.93K
$695K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.34K- 4.95% |
$1.23M - $1.37M
|
141K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-7.56K- 50.46% |
$1.27M - $1.41M
|
7.42K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.6K- 28.91% |
$1.28M - $1.42M
|
18.7K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.37K- 3.02% |
$1.41M - $1.56M
|
269K
$47.6M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.56KClosed |
$1.44M - $1.59M
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.62K- 54.94% |
$1.45M - $1.6M
|
7.07K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-8.71K- 18.32% |
$1.46M - $1.62M
|
38.8K
$6.87M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.02K- 42.26% |
$1.52M - $1.68M
|
12.3K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-9.11K- 23.33% |
$1.53M - $1.7M
|
29.9K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-9.39K- 3.09% |
$1.58M - $1.75M
|
294K
$52.1M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-10.1K- 14.3% |
$1.7M - $1.89M
|
60.7K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 6.15% |
$1.71M - $1.9M
|
155K
$27.5M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10.8K- 30.81% |
$1.81M - $2M
|
24.2K
$4.28M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-10.8K- 14.95% |
$1.82M - $2.01M
|
61.6K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.1K- 10.18% |
$1.86M - $2.06M
|
97.5K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-11.5K- 20.09% |
$1.93M - $2.14M
|
45.7K
$8.09M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.7K- 14.32% |
$1.97M - $2.18M
|
70K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-11.9K- 3.01% |
$2.01M - $2.22M
|
384K
$68M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12K- 38.65% |
$2.01M - $2.23M
|
19K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-12.3K- 22.14% |
$2.06M - $2.28M
|
43.1K
$7.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-12.5K- 90.72% |
$2.1M - $2.33M
|
1.28K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.7K- 20.32% |
$2.14M - $2.37M
|
50K
$8.85M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.8K- 4.13% |
$2.15M - $2.38M
|
297K
$52.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.9K- 2.82% |
$2.17M - $2.41M
|
445K
$78.8M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-13.2K- 19.03% |
$2.22M - $2.46M
|
56.3K
$9.96M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.8K- 6.75% |
$2.32M - $2.57M
|
191K
$33.8M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.4K- 17.69% |
$2.42M - $2.68M
|
66.9K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-14.4K- 29.22% |
$2.42M - $2.68M
|
34.9K
$6.18M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.9K- 6.38% |
$2.51M - $2.77M
|
219K
$38.7M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15.1K- 18.81% |
$2.54M - $2.81M
|
65.2K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.1K- 6.75% |
$2.54M - $2.82M
|
209K
$37M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-15.3K- 28.86% |
$2.57M - $2.85M
|
37.7K
$6.67M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-15.3K- 6.49% |
$2.57M - $2.85M
|
221K
$39.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 10.91% |
$2.59M - $2.86M
|
126K
$22.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.6K- 19.72% |
$2.63M - $2.91M
|
63.6K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-16.5K- 70.39% |
$2.78M - $3.08M
|
6.96K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16.7K- 3.86% |
$2.8M - $3.1M
|
416K
$73.6M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-17.3K- 30.63% |
$2.91M - $3.22M
|
39.2K
$6.95M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.3K- 95.23% |
$3.07M - $3.4M
|
915
$162K
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-18.3K- 75.47% |
$3.08M - $3.41M
|
5.95K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.4K- 6.15% |
$3.26M - $3.61M
|
296K
$52.4M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.4K- 9.01% |
$3.59M - $3.98M
|
216K
$38.2M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21.7K- 93.26% |
$3.66M - $4.05M
|
1.57K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.8K- 18.54% |
$3.83M - $4.24M
|
100K
$17.7M
|