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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-901- 23.83% |
$152K - $168K
|
2.88K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-924- 41.9% |
$155K - $172K
|
1.28K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-944- 3.32% |
$159K - $176K
|
27.5K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-949- 14.21% |
$160K - $177K
|
5.73K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-955- 12.8% |
$161K - $178K
|
6.51K
$1.25M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-957- 20.15% |
$161K - $178K
|
3.79K
$729K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-981- 1.74% |
$165K - $183K
|
55.5K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-996- 17.14% |
$167K - $185K
|
4.82K
$926K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.01K- 13.37% |
$170K - $189K
|
6.56K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.02K- 0.04% |
$172K - $190K
|
2.69M
$517M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.03K- 1.89% |
$173K - $191K
|
53.4K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.03K- 3.65% |
$174K - $192K
|
27.3K
$5.24M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.05K- 0.8% |
$176K - $195K
|
130K
$24.9M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.09K- 42.2% |
$183K - $203K
|
1.49K
$287K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.11K- 2.31% |
$187K - $207K
|
47K
$9.04M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.12K- 11.18% |
$187K - $208K
|
8.86K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.13K- 1.14% |
$190K - $210K
|
98.1K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.17K- 1.12% |
$196K - $217K
|
103K
$19.8M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.17K- 5.37% |
$197K - $218K
|
20.6K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.18K- 3.96% |
$198K - $220K
|
28.6K
$5.49M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.2K- 1.62% |
$201K - $223K
|
72.8K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.21K- 1.34% |
$204K - $226K
|
89.2K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.21K- 1.25% |
$204K - $226K
|
95.7K
$18.4M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.26K- 23.53% |
$212K - $234K
|
4.09K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.3K- 3.19% |
$219K - $243K
|
39.5K
$7.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.33K- 8.14% |
$223K - $247K
|
15K
$2.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.34K- 29.78% |
$225K - $249K
|
3.15K
$606K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 37.31% |
$225K - $250K
|
2.25K
$433K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.34K- 2.94% |
$225K - $250K
|
44.3K
$8.52M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.36K- 28.79% |
$229K - $254K
|
3.37K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.37K- 48.47% |
$230K - $254K
|
1.45K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.38K- 7.99% |
$231K - $256K
|
15.8K
$3.05M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.39K- 2.91% |
$233K - $258K
|
46.3K
$8.91M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.43K- 45.28% |
$240K - $266K
|
1.73K
$332K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.43K- 6.46% |
$241K - $267K
|
20.7K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 77.57% |
$245K - $272K
|
422
$81.1K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.52K- 15.79% |
$256K - $284K
|
8.13K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.58K- 5.18% |
$266K - $295K
|
29K
$5.57M
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.59K- 1.89% |
$267K - $295K
|
82.3K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.59K- 57.05% |
$268K - $296K
|
1.2K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.61K- 0.98% |
$271K - $300K
|
162K
$31.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.62K- 7.02% |
$272K - $301K
|
21.4K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.64K- 39.67% |
$275K - $304K
|
2.49K
$478K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.71K- 33.04% |
$287K - $318K
|
3.46K
$666K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.73K- 8.49% |
$292K - $323K
|
18.7K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.74K- 32.44% |
$292K - $324K
|
3.62K
$696K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 53.1% |
$294K - $326K
|
1.55K
$297K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.78K- 10.6% |
$299K - $331K
|
15K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.79K- 5.61% |
$301K - $333K
|
30.1K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.79K- 1.82% |
$302K - $334K
|
97K
$18.7M
|