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 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.19K- 16.64% |
$399K - $425K
|
10.9K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.23K- 8.3% |
$407K - $434K
|
24.7K
$4.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-2.24K- 4.91% |
$408K - $435K
|
43.4K
$8.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.25K- 10.75% |
$411K - $438K
|
18.7K
$3.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.64K- 1.58% |
$481K - $513K
|
164K
$31.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.8K- 6.95% |
$510K - $544K
|
37.4K
$7.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.96K- 6.61% |
$539K - $575K
|
41.8K
$8.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.02K- 6.96% |
$550K - $587K
|
40.3K
$7.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.13K- 3.96% |
$571K - $610K
|
75.9K
$14.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.34K- 5.95% |
$608K - $649K
|
52.7K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-4.1K- 12.62% |
$747K - $797K
|
28.4K
$5.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.14K- 6.08% |
$755K - $806K
|
64K
$12.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.14K- 3.05% |
$755K - $806K
|
132K
$25.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.35K- 1.51% |
$792K - $845K
|
284K
$54.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.35K- 2.8% |
$976K - $1.04M
|
186K
$35.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 56.02% |
$991K - $1.06M
|
4.27K
$821K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.65K- 35.68% |
$1.03M - $1.1M
|
10.2K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-5.89K- 39.63% |
$1.07M - $1.14M
|
8.97K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.04K- 2.64% |
$1.1M - $1.17M
|
223K
$42.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-6.17K- 43.43% |
$1.12M - $1.2M
|
8.03K
$1.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.27K- 31.35% |
$1.14M - $1.22M
|
13.7K
$2.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.31K- 42.68% |
$1.15M - $1.23M
|
8.47K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.42K- 26.36% |
$1.17M - $1.25M
|
17.9K
$3.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-7.15K- 11.76% |
$1.3M - $1.39M
|
53.7K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.21K- 11.84% |
$1.31M - $1.4M
|
53.7K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7.27K- 5.79% |
$1.32M - $1.41M
|
118K
$22.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.72K- 26.46% |
$1.41M - $1.5M
|
21.5K
$4.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 2.36% |
$1.56M - $1.67M
|
355K
$68.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-8.69K- 18.5% |
$1.58M - $1.69M
|
38.3K
$7.36M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.86K- 9.77% |
$1.62M - $1.72M
|
81.9K
$15.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.47K- 11.31% |
$1.73M - $1.84M
|
74.3K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.9K- 17.56% |
$1.8M - $1.93M
|
46.5K
$8.94M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-10.1K- 17.06% |
$1.85M - $1.97M
|
49.3K
$9.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 8.95% |
$1.87M - $2M
|
105K
$20.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.4K- 63.68% |
$1.89M - $2.01M
|
5.9K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-10.7K- 3.57% |
$1.94M - $2.07M
|
288K
$55.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-11.2K- 6.7% |
$2.05M - $2.18M
|
156K
$30M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11.2K- 63.62% |
$2.05M - $2.18M
|
6.42K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-11.7K- 45.92% |
$2.14M - $2.28M
|
13.8K
$2.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.7K- 11.93% |
$2.14M - $2.28M
|
86.6K
$16.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-12K- 15.74% |
$2.19M - $2.34M
|
64.4K
$12.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-12.4K- 8.58% |
$2.26M - $2.41M
|
132K
$25.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12.8K- 19.25% |
$2.34M - $2.5M
|
53.9K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13.3K- 10.05% |
$2.43M - $2.59M
|
119K
$22.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-13.8K- 35.82% |
$2.51M - $2.68M
|
24.7K
$4.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14K- 9.14% |
$2.56M - $2.73M
|
139K
$26.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.3K- 3.14% |
$2.6M - $2.78M
|
440K
$84.7M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-14.6K- 49.73% |
$2.66M - $2.84M
|
14.8K
$2.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14.6K- 48.4% |
$2.66M - $2.84M
|
15.6K
$3M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15.3K- 19.86% |
$2.78M - $2.97M
|
61.6K
$11.8M
|