Purchases and Sales Made in Q2 2025 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10- 0.15% |
$1.52K - $1.83K
|
6.7K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-11- 0.24% |
$1.68K - $2.01K
|
4.6K
$884K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-13- 0.42% |
$1.98K - $2.38K
|
3.06K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-13- 0.5% |
$1.98K - $2.38K
|
2.59K
$497K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-14- 0.83% |
$2.13K - $2.56K
|
1.67K
$321K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-15- 0.98% |
$2.29K - $2.74K
|
1.51K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-15- 0.27% |
$2.29K - $2.74K
|
5.6K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-17- 1.04% |
$2.59K - $3.11K
|
1.62K
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-20- 0.27% |
$3.05K - $3.66K
|
7.51K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21- 9.33% |
$3.2K - $3.84K
|
204
$39.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-24- 7.92% |
$3.66K - $4.39K
|
279
$53.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25- 14.29% |
$3.81K - $4.57K
|
150
$28.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-27- 1.56% |
$4.12K - $4.94K
|
1.7K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-29- 2.29% |
$4.42K - $5.3K
|
1.24K
$238K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-33- 0.22% |
$5.03K - $6.03K
|
14.7K
$2.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-33- 2.7% |
$5.03K - $6.03K
|
1.19K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-34- 0.34% |
$5.18K - $6.22K
|
9.9K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-35- 0.1% |
$5.33K - $6.4K
|
35.3K
$6.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-37- 6.94% |
$5.64K - $6.76K
|
496
$95.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 6.9% |
$5.64K - $6.76K
|
499
$96K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-39- 6.48% |
$5.94K - $7.13K
|
563
$108K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-39- 28.89% |
$5.94K - $7.13K
|
96
$18.5K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-40- 2.59% |
$6.1K - $7.31K
|
1.51K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-40- 0.72% |
$6.1K - $7.31K
|
5.5K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-40- 1.11% |
$6.1K - $7.31K
|
3.57K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-41- 3.25% |
$6.25K - $7.5K
|
1.22K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-42- 5.24% |
$6.4K - $7.68K
|
759
$146K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-44- 2.05% |
$6.71K - $8.04K
|
2.1K
$404K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-44- 0.71% |
$6.71K - $8.04K
|
6.13K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-45- 48.39% |
$6.86K - $8.23K
|
48
$9.23K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-46- 1.52% |
$7.01K - $8.41K
|
2.99K
$574K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-49- 4.66% |
$7.47K - $8.96K
|
1K
$193K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-51- 1.32% |
$7.77K - $9.32K
|
3.81K
$732K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-51- 1.63% |
$7.77K - $9.32K
|
3.08K
$592K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-54- 3.96% |
$8.23K - $9.87K
|
1.31K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-55- 1.52% |
$8.38K - $10.1K
|
3.57K
$686K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-55- 1.08% |
$8.38K - $10.1K
|
5.03K
$968K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-55- 1.76% |
$8.38K - $10.1K
|
3.07K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-55- 5.68% |
$8.38K - $10.1K
|
913
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-55- 9.89% |
$8.38K - $10.1K
|
501
$96.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-56- 0.65% |
$8.54K - $10.2K
|
8.61K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-57- 4.0% |
$8.69K - $10.4K
|
1.37K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-57- 69.51% |
$8.69K - $10.4K
|
25
$4.81K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 2.53% |
$9.15K - $11K
|
2.31K
$444K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-60- 0.71% |
$9.15K - $11K
|
8.4K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-61- 8.74% |
$9.3K - $11.2K
|
637
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-61- 3.58% |
$9.3K - $11.2K
|
1.64K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-63- 5.0% |
$9.6K - $11.5K
|
1.2K
$230K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-65- 73.86% |
$9.91K - $11.9K
|
23
$4.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-67- 0.06% |
$10.2K - $12.2K
|
108K
$20.8M
|