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 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-100- 1.91% |
$18.2K - $19.5K
|
5.15K
$990K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-106- 8.27% |
$19.3K - $20.6K
|
1.18K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-109- 4.33% |
$19.9K - $21.2K
|
2.41K
$463K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-109- 1.64% |
$19.9K - $21.2K
|
6.55K
$1.26M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-111- 6.39% |
$20.2K - $21.6K
|
1.63K
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-111- 2.2% |
$20.2K - $21.6K
|
4.93K
$948K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-112- 3.36% |
$20.4K - $21.8K
|
3.22K
$619K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-117- 0.75% |
$21.3K - $22.8K
|
15.5K
$2.98M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-118- 4.07% |
$21.5K - $23K
|
2.78K
$535K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-120- 1.06% |
$21.9K - $23.3K
|
11.3K
$2.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-121- 1.22% |
$22.1K - $23.5K
|
9.82K
$1.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-123- 3.64% |
$22.4K - $23.9K
|
3.26K
$627K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-124- 1.29% |
$22.6K - $24.1K
|
9.51K
$1.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-125- 0.77% |
$22.8K - $24.3K
|
16.2K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-126- 6.01% |
$23K - $24.5K
|
1.97K
$379K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-128- 8.73% |
$23.3K - $24.9K
|
1.34K
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-130- 20.41% |
$23.7K - $25.3K
|
507
$97.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-130- 6.62% |
$23.7K - $25.3K
|
1.83K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-138- 9.69% |
$25.2K - $26.8K
|
1.29K
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-141- 5.69% |
$25.7K - $27.4K
|
2.34K
$449K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-146- 1.93% |
$26.6K - $28.4K
|
7.43K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-148- 6.12% |
$27K - $28.8K
|
2.27K
$436K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-150- 3.01% |
$27.3K - $29.2K
|
4.83K
$928K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-153- 6.39% |
$27.9K - $29.8K
|
2.24K
$431K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-161- 2.23% |
$29.4K - $31.3K
|
7.07K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-167- 9.3% |
$30.4K - $32.5K
|
1.63K
$313K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-167- 0.51% |
$30.4K - $32.5K
|
32.7K
$6.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-169- 16.87% |
$30.8K - $32.9K
|
833
$160K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-178- 8.4% |
$32.5K - $34.6K
|
1.94K
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-178- 3.12% |
$32.5K - $34.6K
|
5.52K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-186- 1.15% |
$33.9K - $36.2K
|
16K
$3.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-188- 0.23% |
$34.3K - $36.6K
|
83.3K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-194- 13.04% |
$35.4K - $37.7K
|
1.29K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-200- 5.25% |
$36.5K - $38.9K
|
3.61K
$694K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-205- 13.62% |
$37.4K - $39.9K
|
1.3K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-210- 1.06% |
$38.3K - $40.8K
|
19.6K
$3.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-210- 60.0% |
$38.3K - $40.8K
|
140
$26.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-214- 11.72% |
$39K - $41.6K
|
1.61K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-216- 9.05% |
$39.4K - $42K
|
2.17K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-230- 7.65% |
$41.9K - $44.7K
|
2.78K
$534K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-257- 18.32% |
$46.9K - $50K
|
1.15K
$220K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-260- 72.42% |
$47.4K - $50.6K
|
99
$19K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-263- 13.82% |
$48K - $51.2K
|
1.64K
$315K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-265- 10.75% |
$48.3K - $51.5K
|
2.2K
$423K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-266- 12.46% |
$48.5K - $51.7K
|
1.87K
$359K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-287- 3.63% |
$52.3K - $55.8K
|
7.62K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-300- 13.53% |
$54.7K - $58.4K
|
1.92K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-322- 2.91% |
$58.7K - $62.6K
|
10.8K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-330- 2.28% |
$60.2K - $64.2K
|
14.2K
$2.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-332- 6.76% |
$60.5K - $64.6K
|
4.58K
$881K
|