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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18.2K- 76.36% |
$2.77M - $3.32M
|
5.63K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.9K- 4.4% |
$2.87M - $3.45M
|
409K
$78.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19.3K- 79.08% |
$2.94M - $3.53M
|
5.11K
$982K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-20K- 3.83% |
$3.04M - $3.65M
|
501K
$96.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 1.2% |
$3.37M - $4.04M
|
1.82M
$349M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-22.7K- 94.87% |
$3.47M - $4.16M
|
1.23K
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-23.1K- 13.1% |
$3.53M - $4.23M
|
154K
$29.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-23.7K- 30.35% |
$3.61M - $4.33M
|
54.3K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-23.8K- 45.41% |
$3.63M - $4.35M
|
28.6K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-24.4K- 7.09% |
$3.71M - $4.46M
|
319K
$61.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-24.4K- 48.92% |
$3.73M - $4.47M
|
25.5K
$4.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.7K- 0.99% |
$3.77M - $4.52M
|
2.46M
$474M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.6K- 5.12% |
$3.9M - $4.67M
|
474K
$91.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-26.1K- 26.07% |
$3.98M - $4.77M
|
74K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-26.3K- 10.84% |
$4M - $4.8M
|
216K
$41.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-26.7K- 7.17% |
$4.07M - $4.88M
|
346K
$66.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-28K- 7.28% |
$4.26M - $5.11M
|
356K
$68.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-29.8K- 74.73% |
$4.54M - $5.45M
|
10.1K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-30K- 6.82% |
$4.58M - $5.49M
|
410K
$78.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-30.5K- 43.52% |
$4.65M - $5.57M
|
39.6K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.8K- 2.62% |
$5.16M - $6.18M
|
1.26M
$241M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-33.8K- 94.69% |
$5.16M - $6.19M
|
1.9K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.3K- 1.6% |
$5.23M - $6.27M
|
2.11M
$406M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.9K- 55.05% |
$5.32M - $6.38M
|
28.5K
$5.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-35K- 50.0% |
$5.33M - $6.4M
|
35K
$6.73M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-36.3K- 1.08% |
$5.53M - $6.64M
|
3.32M
$638M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-39.3K- 3.58% |
$6M - $7.19M
|
1.06M
$204M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-39.4K- 23.44% |
$6M - $7.2M
|
129K
$24.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-39.8K- 3.18% |
$6.07M - $7.28M
|
1.21M
$233M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39.9K- 8.06% |
$6.08M - $7.29M
|
455K
$87.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-39.9K- 7.5% |
$6.08M - $7.29M
|
492K
$94.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.5K- 3.24% |
$6.48M - $7.78M
|
1.27M
$245M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-47K- 22.36% |
$7.16M - $8.59M
|
163K
$31.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-47.6K- 4.77% |
$7.26M - $8.71M
|
950K
$183M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48.4K- 9.32% |
$7.37M - $8.84M
|
470K
$90.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-48.4K- 71.01% |
$7.38M - $8.85M
|
19.8K
$3.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-53.2K- 4.6% |
$8.11M - $9.72M
|
1.1M
$212M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-53.6K- 83.42% |
$8.18M - $9.81M
|
10.7K
$2.05M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.2K- 4.34% |
$8.42M - $10.1M
|
1.22M
$234M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-55.4KClosed |
$8.44M - $10.1M
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-56.3K- 87.07% |
$8.59M - $10.3M
|
8.36K
$1.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-56.9K- 32.35% |
$8.67M - $10.4M
|
119K
$22.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-58.1K- 26.56% |
$8.86M - $10.6M
|
161K
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.2K- 95.48% |
$8.86M - $10.6M
|
2.75K
$529K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-59.5K- 26.23% |
$9.07M - $10.9M
|
167K
$32.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-62.7K- 97.97% |
$9.56M - $11.5M
|
1.3K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-64.6K- 42.4% |
$9.85M - $11.8M
|
87.8K
$16.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-66.9K- 35.03% |
$10.2M - $12.2M
|
124K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-71.7K- 70.75% |
$10.9M - $13.1M
|
29.7K
$5.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75.9K- 29.42% |
$11.6M - $13.9M
|
182K
$35M
|