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 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12+ 0.33% |
$2.19K - $2.33K
|
3.7K
$711K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10+ 0.18% |
$1.82K - $1.95K
|
5.72K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.41% |
$1.64K - $1.75K
|
2.18K
$419K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
7+ 0.17% |
$1.28K - $1.36K
|
4.02K
$773K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7+ 0.07% |
$1.28K - $1.36K
|
9.44K
$1.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6+ 0.23% |
$1.09K - $1.17K
|
2.58K
$495K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6+ 0.32% |
$1.09K - $1.17K
|
1.9K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.03% |
$365 - $389
|
6.61K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.11% |
$365 - $389
|
1.78K
$342K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.17% |
$182 - $195
|
47
$9.04K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1+ 0.08% |
$182 - $195
|
1.31K
$252K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.47% |
$182 - $195
|
216
$41.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$182 - $195
|
8.46K
$1.63M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-1- 0.18% |
$182 - $195
|
562
$108K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5- 0.1% |
$912 - $973
|
5.04K
$968K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-6- 0.05% |
$1.09K - $1.17K
|
11.9K
$2.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6- 35.29% |
$1.09K - $1.17K
|
11
$2.12K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-7- 0.33% |
$1.28K - $1.36K
|
2.14K
$411K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10- 0.04% |
$1.82K - $1.95K
|
26.2K
$5.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-11- 0.55% |
$2.01K - $2.14K
|
2K
$385K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-11- 0.23% |
$2.01K - $2.14K
|
4.76K
$916K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.0% |
$2.01K - $2.14K
|
1.09K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-13- 0.54% |
$2.37K - $2.53K
|
2.38K
$457K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-18- 3.63% |
$3.28K - $3.5K
|
478
$91.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.25% |
$4.19K - $4.47K
|
9.01K
$1.73M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-27- 8.46% |
$4.92K - $5.25K
|
292
$56.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-27- 0.52% |
$4.92K - $5.25K
|
5.17K
$993K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-28- 1.54% |
$5.11K - $5.45K
|
1.79K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-31- 1.12% |
$5.65K - $6.03K
|
2.73K
$525K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-34- 1.78% |
$6.2K - $6.61K
|
1.88K
$361K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-35- 0.58% |
$6.38K - $6.81K
|
5.99K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-35- 12.28% |
$6.38K - $6.81K
|
250
$48.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-40- 3.65% |
$7.29K - $7.78K
|
1.06K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-44- 1.0% |
$8.02K - $8.56K
|
4.34K
$834K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 1.4% |
$9.12K - $9.73K
|
3.52K
$676K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-52- 0.2% |
$9.48K - $10.1K
|
25.5K
$4.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-53- 0.88% |
$9.66K - $10.3K
|
6K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-54- 0.82% |
$9.85K - $10.5K
|
6.51K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-57- 0.42% |
$10.4K - $11.1K
|
13.7K
$2.63M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-58- 3.4% |
$10.6K - $11.3K
|
1.65K
$317K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-62- 0.22% |
$11.3K - $12.1K
|
27.6K
$5.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-69- 0.94% |
$12.6K - $13.4K
|
7.3K
$1.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 3.27% |
$13.5K - $14.4K
|
2.19K
$421K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-74- 1.39% |
$13.5K - $14.4K
|
5.26K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-86- 3.65% |
$15.7K - $16.7K
|
2.27K
$437K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-88- 1.75% |
$16K - $17.1K
|
4.94K
$951K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-90- 2.98% |
$16.4K - $17.5K
|
2.93K
$563K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-92- 8.04% |
$16.8K - $17.9K
|
1.05K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-98- 5.3% |
$17.9K - $19.1K
|
1.75K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-99- 3.09% |
$18.1K - $19.3K
|
3.11K
$597K
|