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 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-332- 4.2% |
$50.6K - $60.7K
|
7.57K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-338- 11.33% |
$51.5K - $61.8K
|
2.64K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-340- 5.35% |
$51.8K - $62.2K
|
6.02K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-341- 4.94% |
$52K - $62.3K
|
6.57K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-342- 8.16% |
$52.1K - $62.5K
|
3.85K
$741K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-345- 14.08% |
$52.6K - $63.1K
|
2.11K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-348- 0.16% |
$53K - $63.6K
|
215K
$41.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-352- 11.76% |
$53.7K - $64.4K
|
2.64K
$508K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-354- 0.28% |
$54K - $64.7K
|
125K
$24.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-355- 4.58% |
$54.1K - $64.9K
|
7.39K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-360- 9.22% |
$54.9K - $65.8K
|
3.54K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-366- 4.1% |
$55.8K - $66.9K
|
8.56K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-369- 0.83% |
$56.2K - $67.5K
|
43.9K
$8.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-371- 1.9% |
$56.5K - $67.8K
|
19.2K
$3.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-372- 5.36% |
$56.7K - $68K
|
6.57K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-373- 14.15% |
$56.9K - $68.2K
|
2.26K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-378Closed |
$57.6K - $69.1K
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-398- 3.5% |
$60.7K - $72.8K
|
11K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-401- 0.4% |
$61.1K - $73.3K
|
100K
$19.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-402- 65.15% |
$61.3K - $73.5K
|
215
$41.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-421- 8.56% |
$64.2K - $77K
|
4.5K
$865K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-425- 5.62% |
$64.8K - $77.7K
|
7.14K
$1.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-429- 14.95% |
$65.4K - $78.4K
|
2.44K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-430- 40.41% |
$65.5K - $78.6K
|
634
$122K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-432- 2.88% |
$65.8K - $79K
|
14.5K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-436- 4.14% |
$66.5K - $79.7K
|
10.1K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-440- 43.61% |
$67.1K - $80.4K
|
569
$109K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-440- 1.55% |
$67.1K - $80.4K
|
27.9K
$5.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-453- 1.61% |
$69K - $82.8K
|
27.6K
$5.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-462- 23.95% |
$70.4K - $84.5K
|
1.47K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-477- 7.07% |
$72.7K - $87.2K
|
6.27K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-482- 9.65% |
$73.5K - $88.1K
|
4.52K
$868K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-483- 12.33% |
$73.6K - $88.3K
|
3.43K
$660K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-485- 7.39% |
$73.9K - $88.7K
|
6.08K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-498- 4.84% |
$75.9K - $91K
|
9.79K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-499- 60.85% |
$76.1K - $91.2K
|
321
$61.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-501- 1.38% |
$76.4K - $91.6K
|
35.8K
$6.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-506- 0.39% |
$77.1K - $92.5K
|
129K
$24.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-507- 0.27% |
$77.3K - $92.7K
|
186K
$35.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-510- 1.08% |
$77.7K - $93.2K
|
46.7K
$8.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-525- 28.38% |
$80K - $96K
|
1.33K
$255K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-525- 2.37% |
$80K - $96K
|
21.7K
$4.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-530- 0.39% |
$80.8K - $96.9K
|
134K
$25.8M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
SELL
|
- |
-540- 7.2% |
$82.3K - $98.7K
|
6.96K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-543- 13.13% |
$82.8K - $99.3K
|
3.59K
$691K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-545- 14.93% |
$83.1K - $99.6K
|
3.11K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-555- 8.2% |
$84.6K - $101K
|
6.22K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-556- 1.85% |
$84.7K - $102K
|
29.5K
$5.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-564- 20.45% |
$86K - $103K
|
2.19K
$422K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-569- 1.9% |
$86.7K - $104K
|
29.4K
$5.65M
|