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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-75- 0.43% |
$11.4K - $13.7K
|
17.2K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-77- 11.08% |
$11.7K - $14.1K
|
618
$119K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-77- 2.7% |
$11.7K - $14.1K
|
2.77K
$533K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-78- 3.72% |
$11.9K - $14.3K
|
2.02K
$388K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-78- 5.51% |
$11.9K - $14.3K
|
1.34K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-80- 15.66% |
$12.2K - $14.6K
|
431
$82.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-82- 1.36% |
$12.5K - $15K
|
5.96K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-85- 2.91% |
$13K - $15.5K
|
2.83K
$545K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-86- 10.01% |
$13.1K - $15.7K
|
773
$149K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-88- 0.84% |
$13.4K - $16.1K
|
10.4K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-92- 6.7% |
$14K - $16.8K
|
1.28K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-97- 2.86% |
$14.8K - $17.7K
|
3.3K
$634K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-99- 3.37% |
$15.1K - $18.1K
|
2.84K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-101- 1.8% |
$15.4K - $18.5K
|
5.51K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-105- 6.33% |
$16K - $19.2K
|
1.55K
$299K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-105- 8.05% |
$16K - $19.2K
|
1.2K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-108- 1.4% |
$16.5K - $19.7K
|
7.63K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-115- 1.98% |
$17.5K - $21K
|
5.69K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-119- 4.83% |
$18.1K - $21.8K
|
2.35K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-121- 1.55% |
$18.4K - $22.1K
|
7.67K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-123- 0.27% |
$18.7K - $22.5K
|
45.6K
$8.77M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-126- 2.37% |
$19.2K - $23K
|
5.2K
$999K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-127- 29.53% |
$19.4K - $23.2K
|
303
$58.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-127- 2.46% |
$19.4K - $23.2K
|
5.04K
$970K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-129- 8.08% |
$19.7K - $23.6K
|
1.47K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 8.64% |
$19.8K - $23.8K
|
1.37K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-131- 5.22% |
$20K - $23.9K
|
2.38K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-132- 18.8% |
$20.1K - $24.1K
|
570
$110K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-133- 7.06% |
$20.3K - $24.3K
|
1.75K
$337K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-138- 3.42% |
$21K - $25.2K
|
3.89K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-140- 5.77% |
$21.3K - $25.6K
|
2.29K
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-141- 8.35% |
$21.5K - $25.8K
|
1.55K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-141- 7.54% |
$21.5K - $25.8K
|
1.73K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-141- 0.55% |
$21.5K - $25.8K
|
25.6K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-141- 33.1% |
$21.5K - $25.8K
|
285
$54.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-144- 28.46% |
$21.9K - $26.3K
|
362
$69.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-145- 6.09% |
$22.1K - $26.5K
|
2.24K
$430K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-149- 0.91% |
$22.7K - $27.2K
|
16.2K
$3.12M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-152- 12.12% |
$23.2K - $27.8K
|
1.1K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-154- 1.61% |
$23.5K - $28.2K
|
9.43K
$1.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-154- 0.05% |
$23.5K - $28.2K
|
335K
$64.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-156- 11.76% |
$23.8K - $28.5K
|
1.17K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-161- 11.63% |
$24.5K - $29.4K
|
1.22K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-165- 1.85% |
$25.1K - $30.2K
|
8.74K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-167- 4.12% |
$25.5K - $30.5K
|
3.89K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-168- 1.57% |
$25.6K - $30.7K
|
10.5K
$2.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-171- 1.23% |
$26.1K - $31.3K
|
13.8K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-174- 4.89% |
$26.5K - $31.8K
|
3.38K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-175- 2.03% |
$26.7K - $32K
|
8.46K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-177- 9.96% |
$27K - $32.4K
|
1.6K
$308K
|