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
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.62K- 54.94% |
$1.45M - $1.6M
|
7.07K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.1K- 10.18% |
$1.86M - $2.06M
|
97.5K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-11.9K- 3.01% |
$2.01M - $2.22M
|
384K
$62M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 10.91% |
$2.59M - $2.86M
|
126K
$20.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.6K- 19.72% |
$2.63M - $2.91M
|
63.6K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-34.8K- 23.5% |
$5.86M - $6.48M
|
113K
$18.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-82.8K- 85.63% |
$13.9M - $15.4M
|
13.9K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-98.8K- 76.39% |
$16.6M - $18.4M
|
30.5K
$4.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-282K- 99.41% |
$47.4M - $52.5M
|
1.66K
$268K
|