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 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-477- 2.76% |
$80.2K - $88.8K
|
16.8K
$3.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-478- 6.44% |
$80.4K - $89K
|
6.94K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-495- 20.42% |
$83.2K - $92.2K
|
1.93K
$371K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-504- 1.11% |
$84.8K - $93.8K
|
44.9K
$8.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-515- 6.52% |
$86.6K - $95.9K
|
7.38K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-527- 2.72% |
$88.6K - $98.1K
|
18.8K
$3.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-530- 12.54% |
$89.1K - $98.7K
|
3.7K
$711K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-543- 24.39% |
$91.3K - $101K
|
1.68K
$324K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-544- 3.77% |
$91.5K - $101K
|
13.9K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-552- 1.19% |
$92.8K - $103K
|
45.8K
$8.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-553- 2.11% |
$93K - $103K
|
25.7K
$4.94M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-560- 9.35% |
$94.2K - $104K
|
5.43K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-566- 6.19% |
$95.2K - $105K
|
8.59K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-569- 2.24% |
$95.7K - $106K
|
24.8K
$4.77M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-573- 40.64% |
$96.4K - $107K
|
837
$161K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-580- 15.54% |
$97.5K - $108K
|
3.15K
$606K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-593- 10.78% |
$99.7K - $110K
|
4.91K
$944K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-603- 7.23% |
$101K - $112K
|
7.74K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-608- 12.81% |
$102K - $113K
|
4.14K
$796K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-617- 0.89% |
$104K - $115K
|
68.6K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-632- 5.9% |
$106K - $118K
|
10.1K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-634- 12.58% |
$107K - $118K
|
4.41K
$847K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-635- 27.51% |
$107K - $118K
|
1.67K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-643- 28.51% |
$108K - $120K
|
1.61K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-645- 3.86% |
$108K - $120K
|
16.1K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-646- 0.68% |
$109K - $120K
|
94.6K
$18.2M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-647- 99.54% |
$109K - $120K
|
3
$577
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-654- 10.44% |
$110K - $122K
|
5.61K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-657- 5.02% |
$110K - $122K
|
12.4K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-659- 2.25% |
$111K - $123K
|
28.7K
$5.51M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-671- 0.89% |
$113K - $125K
|
74.4K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-674- 1.19% |
$113K - $126K
|
55.9K
$10.7M
|
|
|
Sep 08, 2025
Q1 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-676- 1.21% |
$114K - $126K
|
55.4K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-683- 0.37% |
$115K - $127K
|
186K
$35.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-699- 1.21% |
$118K - $130K
|
57.1K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-707- 55.49% |
$119K - $132K
|
567
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-715- 23.36% |
$120K - $133K
|
2.35K
$451K
|
|
|
Oct 10, 2025
Q1 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-739- 3.7% |
$124K - $138K
|
19.2K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-772- 7.81% |
$130K - $144K
|
9.12K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-803- 21.15% |
$135K - $150K
|
2.99K
$576K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-806- 2.83% |
$136K - $150K
|
27.6K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-812- 3.01% |
$137K - $151K
|
26.2K
$5.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-830- 9.37% |
$140K - $155K
|
8.02K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-833- 7.52% |
$140K - $155K
|
10.2K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-839- 3.09% |
$141K - $156K
|
26.3K
$5.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-864- 0.84% |
$145K - $161K
|
102K
$19.6M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-868- 6.88% |
$146K - $162K
|
11.7K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-877- 5.78% |
$147K - $163K
|
14.3K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-881- 11.55% |
$148K - $164K
|
6.75K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-881- 35.57% |
$148K - $164K
|
1.6K
$307K
|