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 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.32K- 18.15% |
$201K - $242K
|
5.96K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.42K- 8.51% |
$216K - $259K
|
15.2K
$2.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58K- 60.55% |
$241K - $289K
|
1.03K
$189K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.72K- 3.23% |
$263K - $315K
|
51.7K
$9.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.73K- 10.88% |
$263K - $315K
|
14.1K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.14K- 6.18% |
$326K - $392K
|
32.5K
$5.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.16K- 18.58% |
$330K - $395K
|
9.48K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.39K- 2.29% |
$365K - $437K
|
102K
$18.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.61K- 70.64% |
$398K - $477K
|
1.09K
$199K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.61K- 4.45% |
$398K - $477K
|
56K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-3.03K- 62.89% |
$462K - $554K
|
1.79K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.35K- 7.18% |
$511K - $613K
|
43.3K
$7.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.46K- 7.83% |
$527K - $632K
|
40.7K
$7.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.58K- 16.75% |
$546K - $655K
|
17.8K
$3.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.75K- 27.24% |
$572K - $686K
|
10K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.94K- 2.72% |
$601K - $720K
|
141K
$25.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.62K- 64.82% |
$856K - $1.03M
|
3.05K
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-5.76K- 1.96% |
$878K - $1.05M
|
288K
$52.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 3.71% |
$916K - $1.1M
|
156K
$28.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-6.31K- 42.52% |
$962K - $1.15M
|
8.53K
$1.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.44K- 3.8% |
$1.13M - $1.36M
|
189K
$34.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-7.48K- 31.42% |
$1.14M - $1.37M
|
16.3K
$2.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-10.3K- 10.05% |
$1.57M - $1.89M
|
92.5K
$17M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 3.38% |
$1.91M - $2.29M
|
359K
$65.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-13.3K- 8.22% |
$2.03M - $2.43M
|
149K
$27.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-14.1K- 6.66% |
$2.15M - $2.58M
|
198K
$36.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-15K- 13.23% |
$2.29M - $2.74M
|
98.4K
$18M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15.7K- 51.58% |
$2.4M - $2.88M
|
14.8K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-16.7K- 19.66% |
$2.54M - $3.05M
|
68.2K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19.3K- 79.08% |
$2.94M - $3.53M
|
5.11K
$936K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-20K- 3.83% |
$3.04M - $3.65M
|
501K
$91.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.7K- 0.99% |
$3.77M - $4.52M
|
2.46M
$452M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-26.3K- 10.84% |
$4M - $4.8M
|
216K
$39.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75.9K- 29.42% |
$11.6M - $13.9M
|
182K
$33.4M
|