Purchases and Sales Made in Q3 2025 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
1.56KNew |
$285K - $304K
|
1.56K
$301K
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
1.5K+ 13.41% |
$274K - $293K
|
12.7K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.48K+ 1.94% |
$271K - $289K
|
78K
$15M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.47K+ 4.98% |
$267K - $285K
|
30.9K
$5.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.45K+ 2.79% |
$264K - $281K
|
53.3K
$10.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
1.44KNew |
$263K - $280K
|
1.44K
$277K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.31K+ 14.73% |
$239K - $255K
|
10.2K
$1.97M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.28K+ 6.52% |
$233K - $248K
|
20.9K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.27K+ 3.14% |
$232K - $248K
|
41.8K
$8.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.16K+ 2.03% |
$211K - $225K
|
58.2K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.16K+ 24.85% |
$211K - $225K
|
5.8K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.14K+ 38.27% |
$209K - $223K
|
4.13K
$795K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.12K+ 1.92% |
$205K - $218K
|
59.7K
$11.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.12K+ 64.86% |
$205K - $218K
|
2.85K
$548K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.09KNew |
$199K - $212K
|
1.09K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.06KNew |
$192K - $205K
|
1.06K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
1.05KNew |
$191K - $203K
|
1.05K
$201K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.02K+ 1.61% |
$186K - $198K
|
64.4K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
990+ 22.43% |
$181K - $193K
|
5.4K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
950New |
$173K - $185K
|
950
$183K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
923+ 452.45% |
$168K - $180K
|
1.13K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
913+ 2.08% |
$166K - $178K
|
44.9K
$8.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
899+ 59.89% |
$164K - $175K
|
2.4K
$461K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
875+ 8.75% |
$160K - $170K
|
10.9K
$2.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
859+ 0.79% |
$157K - $167K
|
110K
$21.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
823+ 11.55% |
$150K - $160K
|
7.95K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
812+ 2.99% |
$148K - $158K
|
27.9K
$5.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
811+ 0.49% |
$148K - $158K
|
166K
$31.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
806+ 2.29% |
$147K - $157K
|
36.1K
$6.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
791+ 4.82% |
$144K - $154K
|
17.2K
$3.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
754+ 43.09% |
$137K - $147K
|
2.5K
$481K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
704+ 5.33% |
$128K - $137K
|
13.9K
$2.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
696+ 6.34% |
$127K - $135K
|
11.7K
$2.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
693+ 2.92% |
$126K - $135K
|
24.4K
$4.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
629+ 3.47% |
$115K - $122K
|
18.7K
$3.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
617+ 6.76% |
$112K - $120K
|
9.74K
$1.87M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
602+ 4.37% |
$110K - $117K
|
14.4K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
585+ 12.0% |
$107K - $114K
|
5.46K
$1.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
567+ 26.36% |
$103K - $110K
|
2.72K
$523K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
562+ 464.46% |
$102K - $109K
|
683
$131K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
560+ 7.23% |
$102K - $109K
|
8.31K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
544+ 35.16% |
$99.2K - $106K
|
2.09K
$402K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
537+ 15.5% |
$97.9K - $104K
|
4K
$770K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
519+ 8.71% |
$94.6K - $101K
|
6.48K
$1.25M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
496+ 7.45% |
$90.4K - $96.5K
|
7.16K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
485+ 5.85% |
$88.4K - $94.3K
|
8.78K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
443+ 10.88% |
$80.8K - $86.2K
|
4.52K
$868K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
435+ 1.99% |
$79.3K - $84.6K
|
22.3K
$4.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
388+ 4.52% |
$70.7K - $75.5K
|
8.98K
$1.73M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
380+ 7.88% |
$69.3K - $73.9K
|
5.2K
$1M
|