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 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.7K- 20.32% |
$2.14M - $2.37M
|
50K
$9.61M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.8K- 4.13% |
$2.15M - $2.38M
|
297K
$57.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.9K- 2.82% |
$2.17M - $2.41M
|
445K
$85.6M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-13.2K- 19.03% |
$2.22M - $2.46M
|
56.3K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.8K- 6.75% |
$2.32M - $2.57M
|
191K
$36.7M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.4K- 17.69% |
$2.42M - $2.68M
|
66.9K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-14.4K- 29.22% |
$2.42M - $2.68M
|
34.9K
$6.71M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.9K- 6.38% |
$2.51M - $2.77M
|
219K
$42.1M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15.1K- 18.81% |
$2.54M - $2.81M
|
65.2K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.1K- 6.75% |
$2.54M - $2.82M
|
209K
$40.2M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-15.3K- 28.86% |
$2.57M - $2.85M
|
37.7K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-15.3K- 6.49% |
$2.57M - $2.85M
|
221K
$42.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 10.91% |
$2.59M - $2.86M
|
126K
$24.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.6K- 19.72% |
$2.63M - $2.91M
|
63.6K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-16.5K- 70.39% |
$2.78M - $3.08M
|
6.96K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16.7K- 3.86% |
$2.8M - $3.1M
|
416K
$79.9M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-17.3K- 30.63% |
$2.91M - $3.22M
|
39.2K
$7.54M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.3K- 95.23% |
$3.07M - $3.4M
|
915
$176K
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-18.3K- 75.47% |
$3.08M - $3.41M
|
5.95K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.4K- 6.15% |
$3.26M - $3.61M
|
296K
$56.9M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.4K- 9.01% |
$3.59M - $3.98M
|
216K
$41.5M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21.7K- 93.26% |
$3.66M - $4.05M
|
1.57K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.8K- 18.54% |
$3.83M - $4.24M
|
100K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-24.3K- 14.06% |
$4.09M - $4.52M
|
149K
$28.6M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-25.7K- 39.47% |
$4.32M - $4.78M
|
39.4K
$7.58M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.3K- 84.12% |
$4.59M - $5.08M
|
5.15K
$990K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-27.6K- 28.62% |
$4.65M - $5.15M
|
68.9K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27.8K- 45.98% |
$4.67M - $5.17M
|
32.6K
$6.28M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-27.9K- 29.92% |
$4.7M - $5.2M
|
65.5K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.2K- 5.11% |
$4.9M - $5.43M
|
542K
$104M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-29.9K- 5.09% |
$5.03M - $5.57M
|
558K
$107M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.4K- 4.52% |
$5.12M - $5.67M
|
644K
$124M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.7K- 49.5% |
$5.16M - $5.72M
|
31.3K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-31.9K- 45.0% |
$5.37M - $5.95M
|
39K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.8K- 2.94% |
$5.68M - $6.29M
|
1.11M
$214M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-34.5K- 25.77% |
$5.81M - $6.43M
|
99.5K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-34.8K- 23.5% |
$5.86M - $6.48M
|
113K
$21.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 2.6% |
$5.9M - $6.53M
|
1.31M
$253M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-36.3K- 41.47% |
$6.1M - $6.76M
|
51.2K
$9.85M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-36.6K- 82.79% |
$6.15M - $6.81M
|
7.61K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-36.7K- 82.41% |
$6.18M - $6.84M
|
7.84K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-37.7K- 88.11% |
$6.34M - $7.02M
|
5.09K
$979K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-38.1K- 26.58% |
$6.41M - $7.1M
|
105K
$20.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39.1K- 13.98% |
$6.57M - $7.28M
|
240K
$46.2M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-39.5K- 34.43% |
$6.64M - $7.35M
|
75.1K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-40.2K- 85.44% |
$6.75M - $7.48M
|
6.85K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-41.2K- 95.22% |
$6.93M - $7.67M
|
2.07K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-42.6K- 91.56% |
$7.16M - $7.93M
|
3.93K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.8K- 6.72% |
$7.19M - $7.97M
|
594K
$114M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-46.9K- 95.08% |
$7.89M - $8.73M
|
2.43K
$466K
|