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
|
Well Done, LLC
|
SELL
|
- |
-10.3K- 10.05% |
$1.57M - $1.89M
|
92.5K
$17M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 3.38% |
$1.91M - $2.29M
|
359K
$65.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-13.3K- 8.22% |
$2.03M - $2.43M
|
149K
$27.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-14.1K- 6.66% |
$2.15M - $2.58M
|
198K
$36.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-15K- 13.23% |
$2.29M - $2.74M
|
98.4K
$18M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15.7K- 51.58% |
$2.4M - $2.88M
|
14.8K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-16.7K- 19.66% |
$2.54M - $3.05M
|
68.2K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19.3K- 79.08% |
$2.94M - $3.53M
|
5.11K
$936K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-20K- 3.83% |
$3.04M - $3.65M
|
501K
$91.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.7K- 0.99% |
$3.77M - $4.52M
|
2.46M
$452M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-26.3K- 10.84% |
$4M - $4.8M
|
216K
$39.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-35K- 50.0% |
$5.33M - $6.4M
|
35K
$6.42M
|
|
|
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
$174M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75.9K- 29.42% |
$11.6M - $13.9M
|
182K
$33.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-93.2K- 31.52% |
$14.2M - $17M
|
203K
$37.1M
|