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 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-349- 2.91% |
$63.6K - $67.9K
|
11.7K
$2.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-350- 1.35% |
$63.8K - $68.1K
|
25.5K
$4.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-358- 1.76% |
$65.3K - $69.6K
|
20K
$3.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-387- 7.3% |
$70.6K - $75.3K
|
4.91K
$944K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-395- 22.18% |
$72K - $76.8K
|
1.39K
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-418- 2.15% |
$76.2K - $81.3K
|
19.1K
$3.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-439- 0.75% |
$80K - $85.4K
|
58.3K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-450- 2.63% |
$82K - $87.5K
|
16.6K
$3.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-475- 2.21% |
$86.6K - $92.4K
|
21K
$4.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-478- 0.35% |
$87.2K - $93K
|
136K
$26.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-479- 9.05% |
$87.3K - $93.2K
|
4.82K
$926K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-496- 5.24% |
$90.4K - $96.5K
|
8.97K
$1.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-499- 20.14% |
$91K - $97.1K
|
1.98K
$381K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-577- 5.72% |
$105K - $112K
|
9.51K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-599- 8.92% |
$109K - $117K
|
6.12K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-600- 1.94% |
$109K - $117K
|
30.3K
$5.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-602- 6.33% |
$110K - $117K
|
8.91K
$1.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-657- 21.58% |
$120K - $128K
|
2.39K
$459K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-690- 13.8% |
$126K - $134K
|
4.31K
$829K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-697- 7.65% |
$127K - $136K
|
8.41K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-720- 6.73% |
$131K - $140K
|
9.98K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-757- 3.57% |
$138K - $147K
|
20.4K
$3.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-764- 2.82% |
$139K - $149K
|
26.4K
$5.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-778- 31.96% |
$142K - $151K
|
1.66K
$318K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-785- 2.32% |
$143K - $153K
|
33.1K
$6.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-790- 35.97% |
$144K - $154K
|
1.41K
$270K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-808- 12.1% |
$147K - $157K
|
5.87K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-845- 40.12% |
$154K - $164K
|
1.26K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-925- 9.76% |
$169K - $180K
|
8.55K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.95% |
$183K - $196K
|
50.7K
$9.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.02K- 2.07% |
$187K - $199K
|
48.4K
$9.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.08K- 26.47% |
$197K - $210K
|
3.01K
$578K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-1.1K- 6.07% |
$201K - $215K
|
17.1K
$3.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.16K- 0.94% |
$212K - $226K
|
122K
$23.5M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.23K- 0.64% |
$225K - $240K
|
193K
$37.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 11.59% |
$225K - $240K
|
9.4K
$1.81M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.23K- 40.49% |
$225K - $240K
|
1.81K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.27K- 2.43% |
$231K - $246K
|
50.7K
$9.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.28K- 11.85% |
$234K - $250K
|
9.55K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.35K- 3.3% |
$245K - $262K
|
39.4K
$7.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-1.44K- 7.7% |
$262K - $279K
|
17.2K
$3.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.48K- 9.74% |
$270K - $288K
|
13.7K
$2.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.53K- 7.9% |
$279K - $297K
|
17.8K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 6.55% |
$280K - $299K
|
21.9K
$4.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.59K- 2.32% |
$290K - $309K
|
67K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.64K- 11.6% |
$299K - $319K
|
12.5K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.84K- 6.3% |
$336K - $359K
|
27.4K
$5.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.94K- 2.0% |
$353K - $377K
|
95.1K
$18.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.99K- 0.92% |
$363K - $387K
|
213K
$41M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.05K- 15.48% |
$373K - $398K
|
11.2K
$2.15M
|