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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-242K- 3.14% |
$40.7M - $45.1M
|
7.48M
$1.39B
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-282K- 99.41% |
$47.4M - $52.5M
|
1.66K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-383K- 4.99% |
$64.4M - $71.3M
|
7.3M
$1.36B
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-409K- 10.31% |
$68.7M - $76.1M
|
3.56M
$661M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-437K- 11.62% |
$73.4M - $81.3M
|
3.32M
$618M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-453K- 11.92% |
$76.3M - $84.4M
|
3.35M
$623M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-500K- 31.26% |
$84.1M - $93.2M
|
1.1M
$205M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-662K- 20.57% |
$111M - $123M
|
2.56M
$476M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.08M- 97.82% |
$181M - $201M
|
24K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.17M- 89.45% |
$197M - $219M
|
138K
$25.8M
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.37M- 96.72% |
$1.24B - $1.37B
|
250K
$46.5M
|