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
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.35K- 77.17% |
$731K - $810K
|
1.29K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.4K- 53.75% |
$740K - $820K
|
3.79K
$729K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.56K- 73.76% |
$766K - $848K
|
1.62K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.76K- 3.71% |
$800K - $886K
|
123K
$23.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.86K- 27.67% |
$817K - $904K
|
12.7K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.87K- 27.58% |
$818K - $906K
|
12.8K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-5.09K- 33.27% |
$856K - $948K
|
10.2K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.12K- 5.24% |
$860K - $952K
|
92.4K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.23K- 2.42% |
$879K - $974K
|
210K
$40.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.3K- 21.63% |
$892K - $987K
|
19.2K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-5.34K- 43.62% |
$898K - $995K
|
6.91K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 66.39% |
$916K - $1.01M
|
2.76K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-5.45K- 26.41% |
$916K - $1.01M
|
15.2K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.6K- 68.62% |
$942K - $1.04M
|
2.56K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.61K- 10.16% |
$943K - $1.04M
|
49.6K
$9.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-5.74K- 4.28% |
$965K - $1.07M
|
128K
$24.7M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-5.9K- 20.72% |
$992K - $1.1M
|
22.6K
$4.34M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.06K- 10.55% |
$1.02M - $1.13M
|
51.3K
$9.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6.11K- 10.07% |
$1.03M - $1.14M
|
54.6K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.23K- 61.85% |
$1.05M - $1.16M
|
3.84K
$739K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-6.27K- 35.08% |
$1.05M - $1.17M
|
11.6K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-6.33K- 7.71% |
$1.06M - $1.18M
|
75.7K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6.34K- 28.71% |
$1.07M - $1.18M
|
15.7K
$3.03M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.52K- 82.26% |
$1.1M - $1.21M
|
1.41K
$271K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.55K- 3.24% |
$1.1M - $1.22M
|
196K
$37.7M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.91K- 4.41% |
$1.16M - $1.29M
|
150K
$28.8M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.99K- 17.52% |
$1.18M - $1.3M
|
32.9K
$6.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-7.32K- 65.09% |
$1.23M - $1.36M
|
3.93K
$755K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.34K- 4.95% |
$1.23M - $1.37M
|
141K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-7.56K- 50.46% |
$1.27M - $1.41M
|
7.42K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.6K- 28.91% |
$1.28M - $1.42M
|
18.7K
$3.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.37K- 3.02% |
$1.41M - $1.56M
|
269K
$51.7M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.56KClosed |
$1.44M - $1.59M
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.62K- 54.94% |
$1.45M - $1.6M
|
7.07K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-8.71K- 18.32% |
$1.46M - $1.62M
|
38.8K
$7.47M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.02K- 42.26% |
$1.52M - $1.68M
|
12.3K
$2.37M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-9.11K- 23.33% |
$1.53M - $1.7M
|
29.9K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-9.39K- 3.09% |
$1.58M - $1.75M
|
294K
$56.6M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-10.1K- 14.3% |
$1.7M - $1.89M
|
60.7K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 6.15% |
$1.71M - $1.9M
|
155K
$29.9M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10.8K- 30.82% |
$1.81M - $2M
|
24.1K
$4.64M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10.8K- 30.81% |
$1.81M - $2M
|
24.2K
$4.65M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-10.8K- 14.95% |
$1.82M - $2.01M
|
61.6K
$11.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.1K- 10.18% |
$1.86M - $2.06M
|
97.5K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-11.5K- 20.09% |
$1.93M - $2.14M
|
45.7K
$8.78M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.7K- 14.32% |
$1.97M - $2.18M
|
70K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-11.9K- 3.01% |
$2.01M - $2.22M
|
384K
$73.9M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12K- 38.65% |
$2.01M - $2.23M
|
19K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-12.3K- 22.14% |
$2.06M - $2.28M
|
43.1K
$8.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-12.5K- 90.72% |
$2.1M - $2.33M
|
1.28K
$246K
|