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 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-179- 5.57% |
$27.3K - $32.7K
|
3.03K
$583K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-180- 1.07% |
$27.4K - $32.9K
|
16.7K
$3.2M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-184- 0.38% |
$28K - $33.6K
|
48.9K
$9.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-185- 3.61% |
$28.2K - $33.8K
|
4.95K
$951K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-188- 2.54% |
$28.7K - $34.4K
|
7.23K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-188- 3.21% |
$28.7K - $34.4K
|
5.66K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-191- 0.96% |
$29.1K - $34.9K
|
19.7K
$3.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-198- 51.7% |
$30.2K - $36.2K
|
185
$35.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-204- 7.2% |
$31.1K - $37.3K
|
2.63K
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-205- 0.98% |
$31.2K - $37.5K
|
20.6K
$3.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-205- 2.15% |
$31.2K - $37.5K
|
9.35K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-208- 1.31% |
$31.7K - $38K
|
15.6K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-211- 1.08% |
$32.2K - $38.6K
|
19.3K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-213- 0.69% |
$32.5K - $38.9K
|
30.5K
$5.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-215- 2.32% |
$32.8K - $39.3K
|
9.03K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-219- 2.78% |
$33.4K - $40K
|
7.66K
$1.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-220- 18.64% |
$33.5K - $40.2K
|
960
$185K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-221- 4.62% |
$33.7K - $40.4K
|
4.57K
$878K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-222- 1.69% |
$33.8K - $40.6K
|
12.9K
$2.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-228- 11.78% |
$34.8K - $41.7K
|
1.71K
$328K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-231- 2.77% |
$35.2K - $42.2K
|
8.12K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-235- 8.4% |
$35.8K - $43K
|
2.56K
$492K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-239- 1.52% |
$36.4K - $43.7K
|
15.5K
$2.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-245- 9.3% |
$37.3K - $44.8K
|
2.39K
$459K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-250- 13.28% |
$38.1K - $45.7K
|
1.63K
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-252- 9.84% |
$38.4K - $46.1K
|
2.31K
$444K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-259- 12.98% |
$39.5K - $47.4K
|
1.74K
$334K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-268- 1.67% |
$40.8K - $49K
|
15.8K
$3.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-271- 4.58% |
$41.3K - $49.5K
|
5.65K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-273- 3.91% |
$41.6K - $49.9K
|
6.72K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-273- 54.71% |
$41.6K - $49.9K
|
226
$43.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-275- 6.82% |
$41.9K - $50.3K
|
3.76K
$723K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-275- 44.14% |
$41.9K - $50.3K
|
348
$66.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-277- 17.62% |
$42.2K - $50.6K
|
1.3K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-278- 12.65% |
$42.4K - $50.8K
|
1.92K
$369K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-280- 0.95% |
$42.7K - $51.2K
|
29.2K
$5.61M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-280- 0.56% |
$42.7K - $51.2K
|
49.7K
$9.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-286- 0.14% |
$43.6K - $52.3K
|
204K
$39.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-289- 2.79% |
$44K - $52.8K
|
10.1K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-289- 14.49% |
$44K - $52.8K
|
1.71K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-295- 0.97% |
$45K - $53.9K
|
30.2K
$5.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-300- 20.66% |
$45.7K - $54.8K
|
1.15K
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-301- 3.21% |
$45.9K - $55K
|
9.07K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-303- 33.59% |
$46.2K - $55.4K
|
599
$115K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-303- 9.33% |
$46.2K - $55.4K
|
2.94K
$566K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 44.67% |
$46.6K - $55.9K
|
379
$72.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-310- 4.2% |
$47.3K - $56.7K
|
7.07K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-313- 59.85% |
$47.7K - $57.2K
|
210
$40.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-319- 5.29% |
$48.6K - $58.3K
|
5.71K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-322- 0.83% |
$49.1K - $58.9K
|
38.5K
$7.4M
|