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 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.39K- 2.16% |
$403K - $446K
|
108K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.4K- 44.06% |
$403K - $446K
|
3.04K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.42K- 8.14% |
$407K - $450K
|
27.3K
$5.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.49K- 10.88% |
$418K - $463K
|
20.4K
$3.73M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.61K- 8.48% |
$438K - $485K
|
28.1K
$5.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.63K- 1.48% |
$442K - $490K
|
175K
$32.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.64K- 8.27% |
$444K - $491K
|
29.3K
$5.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.72K- 3.74% |
$458K - $507K
|
70K
$12.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.83K- 10.61% |
$475K - $526K
|
23.8K
$4.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.87K- 6.09% |
$482K - $534K
|
44.2K
$8.1M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.97K- 4.41% |
$499K - $553K
|
64.3K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3K- 1.44% |
$504K - $558K
|
205K
$37.5M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.01K- 0.61% |
$506K - $561K
|
492K
$90.2M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.01K- 2.2% |
$507K - $561K
|
134K
$24.6M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.11K- 0.25% |
$522K - $578K
|
1.25M
$230M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.21K- 7.55% |
$539K - $597K
|
39.2K
$7.2M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.26K- 99.42% |
$549K - $608K
|
19
$3.49K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.31K- 23.66% |
$556K - $616K
|
10.7K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.32K- 9.22% |
$558K - $617K
|
32.7K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.42K- 20.66% |
$575K - $636K
|
13.1K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.54K- 3.15% |
$595K - $659K
|
109K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.58K- 46.73% |
$601K - $666K
|
4.08K
$748K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.72K- 5.51% |
$625K - $692K
|
63.8K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.81K- 44.6% |
$640K - $709K
|
4.73K
$867K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.88K- 43.73% |
$653K - $723K
|
5K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.94K- 5.71% |
$663K - $734K
|
65K
$11.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.99K- 24.62% |
$670K - $742K
|
12.2K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.04K- 20.32% |
$680K - $752K
|
15.8K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.07K- 3.88% |
$684K - $757K
|
101K
$18.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.1K- 52.91% |
$690K - $764K
|
3.65K
$670K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.16K- 15.18% |
$699K - $774K
|
23.2K
$4.26M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.18K- 6.65% |
$702K - $778K
|
58.6K
$10.8M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.19K- 62.11% |
$705K - $780K
|
2.56K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.21K- 1.44% |
$708K - $785K
|
289K
$53M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4.21K- 3.6% |
$709K - $785K
|
113K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.3K- 31.3% |
$724K - $801K
|
9.44K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.35K- 77.17% |
$731K - $810K
|
1.29K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.4K- 53.75% |
$740K - $820K
|
3.79K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.56K- 73.76% |
$766K - $848K
|
1.62K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.76K- 3.71% |
$800K - $886K
|
123K
$22.6M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.86K- 27.67% |
$817K - $904K
|
12.7K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.87K- 27.58% |
$818K - $906K
|
12.8K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-5.09K- 33.27% |
$856K - $948K
|
10.2K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.12K- 5.24% |
$860K - $952K
|
92.4K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.23K- 2.42% |
$879K - $974K
|
210K
$38.6M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.3K- 21.63% |
$892K - $987K
|
19.2K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-5.34K- 43.62% |
$898K - $995K
|
6.91K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 66.39% |
$916K - $1.01M
|
2.76K
$506K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-5.45K- 26.41% |
$916K - $1.01M
|
15.2K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.6K- 68.62% |
$942K - $1.04M
|
2.56K
$470K
|