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 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-570- 3.79% |
$86.9K - $104K
|
14.5K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-573- 21.7% |
$87.3K - $105K
|
2.07K
$397K
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-589- 3.06% |
$89.8K - $108K
|
18.6K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-591- 3.78% |
$90.1K - $108K
|
15K
$2.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-595- 18.9% |
$90.7K - $109K
|
2.55K
$491K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-597- 1.14% |
$91K - $109K
|
51.8K
$9.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-602- 2.21% |
$91.8K - $110K
|
26.7K
$5.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-603- 2.91% |
$91.9K - $110K
|
20.1K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-615- 23.42% |
$93.7K - $112K
|
2.01K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-628- 30.41% |
$95.7K - $115K
|
1.44K
$276K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-638- 16.6% |
$97.2K - $117K
|
3.21K
$616K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-649- 14.73% |
$98.9K - $119K
|
3.76K
$723K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-658- 0.69% |
$100K - $120K
|
95.1K
$18.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-669- 1.11% |
$102K - $122K
|
59.4K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-676- 4.68% |
$103K - $124K
|
13.8K
$2.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-680- 5.52% |
$104K - $124K
|
11.6K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-690- 12.71% |
$105K - $126K
|
4.74K
$911K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-690- 11.66% |
$105K - $126K
|
5.23K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-692- 11.61% |
$105K - $127K
|
5.27K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-708- 3.42% |
$108K - $129K
|
20K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-754- 3.37% |
$115K - $138K
|
21.6K
$4.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-765- 2.74% |
$117K - $140K
|
27.1K
$5.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-769- 22.16% |
$117K - $141K
|
2.7K
$519K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-777- 24.65% |
$118K - $142K
|
2.38K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-781- 2.97% |
$119K - $143K
|
25.6K
$4.91M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-790- 0.41% |
$120K - $144K
|
194K
$37.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-809- 14.49% |
$123K - $148K
|
4.77K
$918K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-816- 3.52% |
$124K - $149K
|
22.4K
$4.3M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-859- 18.1% |
$131K - $157K
|
3.89K
$747K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-886- 4.93% |
$135K - $162K
|
17.1K
$3.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-893- 8.49% |
$136K - $163K
|
9.63K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-902- 68.91% |
$137K - $165K
|
407
$78.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-910- 7.49% |
$139K - $166K
|
11.2K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-911- 18.13% |
$139K - $167K
|
4.12K
$791K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-916- 7.76% |
$140K - $167K
|
10.9K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-934- 1.68% |
$142K - $171K
|
54.5K
$10.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-973- 3.39% |
$148K - $178K
|
27.7K
$5.33M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.02K- 4.96% |
$156K - $187K
|
19.6K
$3.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.03K- 7.75% |
$156K - $187K
|
12.2K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.03K- 2.26% |
$157K - $189K
|
44.7K
$8.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.04K- 1.51% |
$158K - $190K
|
67.9K
$13.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 0.69% |
$158K - $190K
|
149K
$28.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.05K- 9.62% |
$159K - $191K
|
9.82K
$1.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.05K- 0.35% |
$160K - $192K
|
303K
$58.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.06K- 40.27% |
$162K - $194K
|
1.58K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.1K- 13.55% |
$168K - $201K
|
7.03K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.14K- 11.11% |
$174K - $208K
|
9.11K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.15K- 4.98% |
$175K - $210K
|
21.9K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 4.09% |
$182K - $219K
|
28.1K
$5.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.22K- 14.16% |
$185K - $222K
|
7.37K
$1.42M
|