Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-42- 1.25% |
$7.06K - $7.82K
|
3.31K
$636K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-45- 0.8% |
$7.57K - $8.38K
|
5.58K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-46- 3.09% |
$7.74K - $8.57K
|
1.44K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-46- 2.53% |
$7.74K - $8.57K
|
1.77K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-48- 2.05% |
$8.07K - $8.94K
|
2.29K
$441K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.5% |
$8.24K - $9.12K
|
9.67K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-50- 8.73% |
$8.41K - $9.31K
|
523
$101K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 1.28% |
$8.41K - $9.31K
|
3.86K
$742K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-50- 0.02% |
$8.41K - $9.31K
|
217K
$41.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-51- 0.84% |
$8.58K - $9.5K
|
6.03K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-53- 4.26% |
$8.91K - $9.87K
|
1.19K
$229K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-54- 1.36% |
$9.08K - $10.1K
|
3.92K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-55- 1.54% |
$9.25K - $10.2K
|
3.53K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-60- 2.0% |
$10.1K - $11.2K
|
2.94K
$564K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-63- 2.34% |
$10.6K - $11.7K
|
2.63K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-68- 0.85% |
$11.4K - $12.7K
|
7.91K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 1.23% |
$11.8K - $13K
|
5.61K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-71- 4.5% |
$11.9K - $13.2K
|
1.51K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-72- 9.59% |
$12.1K - $13.4K
|
679
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-74- 3.11% |
$12.4K - $13.8K
|
2.31K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-76- 3.07% |
$12.8K - $14.2K
|
2.4K
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-77- 0.23% |
$12.9K - $14.3K
|
33.1K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-85- 4.27% |
$14.3K - $15.8K
|
1.9K
$366K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-85- 1.85% |
$14.3K - $15.8K
|
4.52K
$869K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-86- 11.08% |
$14.5K - $16K
|
690
$133K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-87- 14.82% |
$14.6K - $16.2K
|
500
$96.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-88- 5.63% |
$14.8K - $16.4K
|
1.47K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-89- 16.86% |
$15K - $16.6K
|
439
$84.4K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-89- 1.18% |
$15K - $16.6K
|
7.48K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-90- 0.64% |
$15.1K - $16.8K
|
14.1K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-95- 5.85% |
$16K - $17.7K
|
1.53K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-96- 33.33% |
$16.1K - $17.9K
|
192
$36.9K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-96- 6.16% |
$16.1K - $17.9K
|
1.46K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-97- 8.77% |
$16.3K - $18.1K
|
1.01K
$194K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-97- 0.81% |
$16.3K - $18.1K
|
11.8K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-99- 0.84% |
$16.6K - $18.4K
|
11.6K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-100- 5.13% |
$16.8K - $18.6K
|
1.85K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.06% |
$16.8K - $18.6K
|
158K
$30.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-101- 0.51% |
$17K - $18.8K
|
19.9K
$3.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-101- 5.13% |
$17K - $18.8K
|
1.87K
$359K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-101- 4.33% |
$17K - $18.8K
|
2.23K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-103- 1.25% |
$17.3K - $19.2K
|
8.15K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-107- 3.54% |
$18K - $19.9K
|
2.92K
$561K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-108- 7.88% |
$18.2K - $20.1K
|
1.26K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-115- 2.19% |
$19.3K - $21.4K
|
5.13K
$986K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-117- 0.8% |
$19.7K - $21.8K
|
14.4K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-118- 6.09% |
$19.8K - $22K
|
1.82K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-120- 13.03% |
$20.2K - $22.3K
|
801
$154K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-123- 1.66% |
$20.7K - $22.9K
|
7.29K
$1.4M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-125- 1.01% |
$21K - $23.3K
|
12.2K
$2.35M
|