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
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.22K- 14.16% |
$185K - $222K
|
7.37K
$1.42M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.23K- 0.19% |
$188K - $225K
|
642K
$124M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.24K- 2.08% |
$189K - $226K
|
58.3K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.26K- 0.77% |
$191K - $229K
|
162K
$31.1M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.26K- 2.15% |
$192K - $231K
|
57.3K
$11M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.26K- 0.76% |
$193K - $231K
|
165K
$31.7M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.28K- 14.21% |
$196K - $235K
|
7.75K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.29K- 4.64% |
$197K - $236K
|
26.5K
$5.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 28.68% |
$199K - $238K
|
3.24K
$624K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.32K- 18.15% |
$201K - $242K
|
5.96K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.32K- 10.66% |
$202K - $242K
|
11.1K
$2.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.37K- 35.54% |
$208K - $250K
|
2.48K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.38K- 33.25% |
$210K - $252K
|
2.77K
$533K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.39K- 4.5% |
$211K - $254K
|
29.4K
$5.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.4K- 45.79% |
$213K - $256K
|
1.66K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.42K- 8.51% |
$216K - $259K
|
15.2K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.53K- 18.63% |
$234K - $280K
|
6.7K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 16.46% |
$235K - $282K
|
7.82K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.56K- 33.36% |
$238K - $285K
|
3.11K
$599K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58K- 60.55% |
$241K - $289K
|
1.03K
$198K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.6K- 46.17% |
$244K - $292K
|
1.86K
$358K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.6K- 5.2% |
$244K - $293K
|
29.3K
$5.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.61K- 13.71% |
$245K - $294K
|
10.1K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-1.62K- 50.36% |
$247K - $296K
|
1.6K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.69K- 3.75% |
$258K - $309K
|
43.4K
$8.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.71K- 2.43% |
$261K - $313K
|
68.7K
$13.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.72K- 3.23% |
$263K - $315K
|
51.7K
$9.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.73K- 10.88% |
$263K - $315K
|
14.1K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.74K- 1.85% |
$266K - $318K
|
92.3K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 30.24% |
$268K - $322K
|
4.06K
$780K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 4.94% |
$273K - $328K
|
34.5K
$6.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.8K- 1.76% |
$275K - $330K
|
101K
$19.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.82K- 2.5% |
$277K - $333K
|
70.9K
$13.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.88K- 7.93% |
$287K - $344K
|
21.8K
$4.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.9K- 10.06% |
$290K - $348K
|
17K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.97K- 28.65% |
$301K - $361K
|
4.91K
$945K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.98K- 41.25% |
$301K - $361K
|
2.82K
$541K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.14K- 6.18% |
$326K - $392K
|
32.5K
$6.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.16K- 18.58% |
$330K - $395K
|
9.48K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.26K- 12.2% |
$344K - $413K
|
16.3K
$3.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.34K- 25.39% |
$356K - $427K
|
6.87K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.39K- 2.29% |
$365K - $437K
|
102K
$19.6M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.52K- 10.51% |
$383K - $460K
|
21.4K
$4.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.55K- 6.31% |
$389K - $466K
|
37.9K
$7.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.55K- 12.97% |
$389K - $467K
|
17.1K
$3.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.6K- 4.16% |
$396K - $475K
|
59.8K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.61K- 70.64% |
$398K - $477K
|
1.09K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.61K- 4.45% |
$398K - $477K
|
56K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.65K- 11.73% |
$404K - $484K
|
19.9K
$3.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.68K- 8.92% |
$409K - $490K
|
27.4K
$5.26M
|