Purchases and Sales Made in Q2 2025 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-127- 29.53% |
$19.4K - $23.2K
|
303
$55.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-129- 8.08% |
$19.7K - $23.6K
|
1.47K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-141- 0.55% |
$21.5K - $25.8K
|
25.6K
$4.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-141- 7.54% |
$21.5K - $25.8K
|
1.73K
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-141- 8.35% |
$21.5K - $25.8K
|
1.55K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-154- 1.61% |
$23.5K - $28.2K
|
9.43K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-165- 1.85% |
$25.1K - $30.2K
|
8.74K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-167- 4.12% |
$25.5K - $30.5K
|
3.89K
$713K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-174- 4.89% |
$26.5K - $31.8K
|
3.38K
$621K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-175- 2.03% |
$26.7K - $32K
|
8.46K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-179- 5.57% |
$27.3K - $32.7K
|
3.03K
$556K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-188- 3.21% |
$28.7K - $34.4K
|
5.66K
$1.04M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-188- 2.54% |
$28.7K - $34.4K
|
7.23K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-198- 51.7% |
$30.2K - $36.2K
|
185
$33.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-215- 2.32% |
$32.8K - $39.3K
|
9.03K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-221- 4.62% |
$33.7K - $40.4K
|
4.57K
$837K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-235- 8.4% |
$35.8K - $43K
|
2.56K
$470K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-245- 9.3% |
$37.3K - $44.8K
|
2.39K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-250- 13.28% |
$38.1K - $45.7K
|
1.63K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 44.67% |
$46.6K - $55.9K
|
379
$69.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-310- 4.2% |
$47.3K - $56.7K
|
7.07K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-322- 0.83% |
$49.1K - $58.9K
|
38.5K
$7.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-341- 4.94% |
$52K - $62.3K
|
6.57K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-355- 4.58% |
$54.1K - $64.9K
|
7.39K
$1.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-372- 5.36% |
$56.7K - $68K
|
6.57K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-373- 14.15% |
$56.9K - $68.2K
|
2.26K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-402- 65.15% |
$61.3K - $73.5K
|
215
$39.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-436- 4.14% |
$66.5K - $79.7K
|
10.1K
$1.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-453- 1.61% |
$69K - $82.8K
|
27.6K
$5.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-477- 7.07% |
$72.7K - $87.2K
|
6.27K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-483- 12.33% |
$73.6K - $88.3K
|
3.43K
$630K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-485- 7.39% |
$73.9K - $88.7K
|
6.08K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-510- 1.08% |
$77.7K - $93.2K
|
46.7K
$8.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-564- 20.45% |
$86K - $103K
|
2.19K
$402K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-570- 3.79% |
$86.9K - $104K
|
14.5K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-591- 3.78% |
$90.1K - $108K
|
15K
$2.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-638- 16.6% |
$97.2K - $117K
|
3.21K
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-649- 14.73% |
$98.9K - $119K
|
3.76K
$689K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-669- 1.11% |
$102K - $122K
|
59.4K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-708- 3.42% |
$108K - $129K
|
20K
$3.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-769- 22.16% |
$117K - $141K
|
2.7K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-816- 3.52% |
$124K - $149K
|
22.4K
$4.1M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-859- 18.1% |
$131K - $157K
|
3.89K
$713K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.02K- 4.96% |
$156K - $187K
|
19.6K
$3.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.05K- 0.35% |
$160K - $192K
|
303K
$55.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.14K- 11.11% |
$174K - $208K
|
9.11K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.26K- 2.15% |
$192K - $231K
|
57.3K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.26K- 0.76% |
$193K - $231K
|
165K
$30.2M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.28K- 14.21% |
$196K - $235K
|
7.75K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 28.68% |
$199K - $238K
|
3.24K
$595K
|