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 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
366+ 8.02% |
$66.7K - $71.2K
|
4.93K
$948K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
352+ 4.13% |
$64.2K - $68.5K
|
8.88K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
351+ 9.83% |
$64K - $68.3K
|
3.92K
$754K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
345+ 11.18% |
$62.9K - $67.1K
|
3.43K
$660K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
328+ 1.77% |
$59.8K - $63.8K
|
18.8K
$3.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
324+ 0.2% |
$59.1K - $63K
|
160K
$30.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
301+ 0.66% |
$54.9K - $58.5K
|
46.1K
$8.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
299+ 4.29% |
$54.5K - $58.2K
|
7.26K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
285+ 46.04% |
$52K - $55.4K
|
904
$174K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
283New |
$51.6K - $55K
|
283
$54.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
261+ 46.03% |
$47.6K - $50.8K
|
828
$159K
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
250+ 1.78% |
$45.6K - $48.6K
|
14.3K
$2.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
246New |
$44.9K - $47.8K
|
246
$47.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
246+ 1.1% |
$44.9K - $47.8K
|
22.6K
$4.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
242+ 18.17% |
$44.1K - $47.1K
|
1.57K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
227+ 0.78% |
$41.4K - $44.2K
|
29.5K
$5.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
200New |
$36.5K - $38.9K
|
200
$38.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
200+ 1.28% |
$36.5K - $38.9K
|
15.8K
$3.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
190+ 1.26% |
$34.6K - $37K
|
15.2K
$2.93M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
183+ 3.61% |
$33.4K - $35.6K
|
5.25K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
182+ 0.11% |
$33.2K - $35.4K
|
165K
$31.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
161+ 5.47% |
$29.4K - $31.3K
|
3.1K
$597K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
149+ 5.2% |
$27.2K - $29K
|
3.01K
$579K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
135+ 2.2% |
$24.6K - $26.3K
|
6.28K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
130+ 2.44% |
$23.7K - $25.3K
|
5.46K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
127+ 0.66% |
$23.2K - $24.7K
|
19.4K
$3.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
116+ 7.26% |
$21.2K - $22.6K
|
1.71K
$329K
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
111+ 1.22% |
$20.2K - $21.6K
|
9.18K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
107+ 0.65% |
$19.5K - $20.8K
|
16.6K
$3.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
100+ 10.58% |
$18.2K - $19.5K
|
1.05K
$201K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92+ 2.75% |
$16.8K - $17.9K
|
3.44K
$661K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
86+ 5.52% |
$15.7K - $16.7K
|
1.64K
$316K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
84New |
$15.3K - $16.3K
|
84
$16.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
69+ 1.21% |
$12.6K - $13.4K
|
5.76K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
65+ 2.68% |
$11.9K - $12.6K
|
2.49K
$479K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.68% |
$10.9K - $11.7K
|
3.63K
$697K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
57+ 2.01% |
$10.4K - $11.1K
|
2.89K
$556K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
52+ 0.4% |
$9.48K - $10.1K
|
13.1K
$2.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49+ 0.19% |
$8.93K - $9.53K
|
25.6K
$4.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
47+ 0.1% |
$8.57K - $9.14K
|
46.5K
$8.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
44+ 0.79% |
$8.02K - $8.56K
|
5.59K
$1.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34+ 0.14% |
$6.2K - $6.61K
|
23.7K
$4.56M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
31+ 0.8% |
$5.65K - $6.03K
|
3.92K
$754K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
28+ 2.14% |
$5.11K - $5.45K
|
1.34K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
27+ 1.05% |
$4.92K - $5.25K
|
2.59K
$498K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
20+ 2.55% |
$3.65K - $3.89K
|
805
$155K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
19+ 0.39% |
$3.46K - $3.7K
|
4.93K
$948K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 0.09% |
$3.1K - $3.31K
|
18.7K
$3.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 24.24% |
$2.92K - $3.11K
|
82
$15.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.94% |
$2.19K - $2.33K
|
630
$121K
|