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 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
43.4K+ 6.64% |
$7.92M - $8.45M
|
698K
$134M
|
|
|
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 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.86K+ 114.89% |
$1.43M - $1.53M
|
14.7K
$2.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.53K+ 100.77% |
$1.01M - $1.08M
|
11K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.78K+ 14.58% |
$872K - $930K
|
37.6K
$7.22M
|
|
|
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 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.2K+ 9.84% |
$766K - $817K
|
46.9K
$9.02M
|
|
|
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 21, 2025
Q3 2025
|
Pacific Wealth Management
|
BUY
|
- |
3.51K+ 15.26% |
$640K - $683K
|
26.5K
$5.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.91K+ 1.32% |
$531K - $566K
|
223K
$42.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.9K+ 1.81% |
$528K - $564K
|
163K
$31.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.65K+ 22.86% |
$483K - $515K
|
14.2K
$2.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.32K+ 0.83% |
$423K - $452K
|
281K
$54.1M
|
|
|
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 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.14K+ 3.21% |
$389K - $415K
|
68.7K
$13.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.01K+ 4.28% |
$367K - $392K
|
49K
$9.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.69K+ 55.55% |
$309K - $329K
|
4.74K
$911K
|
|
|
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 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.66KNew |
$303K - $323K
|
1.66K
$320K
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
1.5K+ 13.41% |
$274K - $293K
|
12.7K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.48K+ 1.94% |
$271K - $289K
|
78K
$15M
|
|
|
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 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.27K+ 3.14% |
$232K - $248K
|
41.8K
$8.04M
|
|
|
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 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.12K+ 64.86% |
$205K - $218K
|
2.85K
$548K
|
|
|
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 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
899+ 59.89% |
$164K - $175K
|
2.4K
$461K
|