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
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77K+ 2.89% |
$14M - $15M
|
2.74M
$526M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
51.1K+ 1.73% |
$9.31M - $9.93M
|
3.01M
$578M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.6K+ 14.6% |
$4.85M - $5.17M
|
209K
$40.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5K+ 16.98% |
$4.83M - $5.15M
|
182K
$35.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24.8KNew |
$4.52M - $4.82M
|
24.8K
$4.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
18.2K+ 23.74% |
$3.31M - $3.54M
|
94.8K
$18.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
17.5K+ 487.2% |
$3.19M - $3.4M
|
21.1K
$4.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16.7K+ 12.24% |
$3.04M - $3.24M
|
153K
$29.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
15.1K+ 215.45% |
$2.76M - $2.95M
|
22.2K
$4.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
13.6K+ 1.98% |
$2.48M - $2.65M
|
701K
$135M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11.4K+ 8.34% |
$2.08M - $2.22M
|
148K
$28.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
9.28K+ 4.95% |
$1.69M - $1.81M
|
197K
$37.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.03K+ 1.62% |
$1.65M - $1.76M
|
566K
$109M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.53K+ 100.77% |
$1.01M - $1.08M
|
11K
$2.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.56K+ 1.72% |
$831K - $887K
|
269K
$51.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.32K+ 2.1% |
$788K - $841K
|
210K
$40.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.1K+ 4.44% |
$748K - $797K
|
96.5K
$18.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.68K+ 5.27% |
$671K - $716K
|
73.5K
$14.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.91K+ 1.32% |
$531K - $566K
|
223K
$42.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.65K+ 22.86% |
$483K - $515K
|
14.2K
$2.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.28K+ 6.51% |
$415K - $443K
|
37.3K
$7.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.17KNew |
$396K - $422K
|
2.17K
$417K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 5.68% |
$308K - $329K
|
31.4K
$6.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.68K+ 1.63% |
$306K - $327K
|
104K
$20.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
1.5K+ 13.41% |
$274K - $293K
|
12.7K
$2.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.47K+ 4.98% |
$267K - $285K
|
30.9K
$5.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
1.44KNew |
$263K - $280K
|
1.44K
$277K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.28K+ 6.52% |
$233K - $248K
|
20.9K
$4.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.16K+ 2.03% |
$211K - $225K
|
58.2K
$11.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.12K+ 1.92% |
$205K - $218K
|
59.7K
$11.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.09KNew |
$199K - $212K
|
1.09K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.06KNew |
$192K - $205K
|
1.06K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
1.05KNew |
$191K - $203K
|
1.05K
$201K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.02K+ 1.61% |
$186K - $198K
|
64.4K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
990+ 22.43% |
$181K - $193K
|
5.4K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
875+ 8.75% |
$160K - $170K
|
10.9K
$2.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
859+ 0.79% |
$157K - $167K
|
110K
$21.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
823+ 11.55% |
$150K - $160K
|
7.95K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
812+ 2.99% |
$148K - $158K
|
27.9K
$5.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
811+ 0.49% |
$148K - $158K
|
166K
$31.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
806+ 2.29% |
$147K - $157K
|
36.1K
$6.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
754+ 43.09% |
$137K - $147K
|
2.5K
$481K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
693+ 2.92% |
$126K - $135K
|
24.4K
$4.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
629+ 3.47% |
$115K - $122K
|
18.7K
$3.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
617+ 6.76% |
$112K - $120K
|
9.74K
$1.87M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
602+ 4.37% |
$110K - $117K
|
14.4K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
567+ 26.36% |
$103K - $110K
|
2.72K
$523K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
537+ 15.5% |
$97.9K - $104K
|
4K
$770K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
519+ 8.71% |
$94.6K - $101K
|
6.48K
$1.25M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
496+ 7.45% |
$90.4K - $96.5K
|
7.16K
$1.38M
|