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 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 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
585+ 12.0% |
$107K - $114K
|
5.46K
$1.05M
|
|
|
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
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
366+ 8.02% |
$66.7K - $71.2K
|
4.93K
$948K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
352+ 4.13% |
$64.2K - $68.5K
|
8.88K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
351+ 9.83% |
$64K - $68.3K
|
3.92K
$754K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
345+ 11.18% |
$62.9K - $67.1K
|
3.43K
$660K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
324+ 0.2% |
$59.1K - $63K
|
160K
$30.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
285+ 46.04% |
$52K - $55.4K
|
904
$174K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
283New |
$51.6K - $55K
|
283
$54.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
261+ 46.03% |
$47.6K - $50.8K
|
828
$159K
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
250+ 1.78% |
$45.6K - $48.6K
|
14.3K
$2.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
246New |
$44.9K - $47.8K
|
246
$47.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
246+ 1.1% |
$44.9K - $47.8K
|
22.6K
$4.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
227+ 0.78% |
$41.4K - $44.2K
|
29.5K
$5.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
200+ 1.28% |
$36.5K - $38.9K
|
15.8K
$3.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
190+ 1.26% |
$34.6K - $37K
|
15.2K
$2.93M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
183+ 3.61% |
$33.4K - $35.6K
|
5.25K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
182+ 0.11% |
$33.2K - $35.4K
|
165K
$31.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
149+ 5.2% |
$27.2K - $29K
|
3.01K
$579K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
135+ 2.2% |
$24.6K - $26.3K
|
6.28K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
127+ 0.66% |
$23.2K - $24.7K
|
19.4K
$3.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
111+ 1.22% |
$20.2K - $21.6K
|
9.18K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
107+ 0.65% |
$19.5K - $20.8K
|
16.6K
$3.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
100+ 10.58% |
$18.2K - $19.5K
|
1.05K
$201K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92+ 2.75% |
$16.8K - $17.9K
|
3.44K
$661K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
69+ 1.21% |
$12.6K - $13.4K
|
5.76K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.68% |
$10.9K - $11.7K
|
3.63K
$697K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
57+ 2.01% |
$10.4K - $11.1K
|
2.89K
$556K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
44+ 0.79% |
$8.02K - $8.56K
|
5.59K
$1.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34+ 0.14% |
$6.2K - $6.61K
|
23.7K
$4.56M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
31+ 0.8% |
$5.65K - $6.03K
|
3.92K
$754K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
28+ 2.14% |
$5.11K - $5.45K
|
1.34K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
27+ 1.05% |
$4.92K - $5.25K
|
2.59K
$498K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 24.24% |
$2.92K - $3.11K
|
82
$15.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10+ 0.18% |
$1.82K - $1.95K
|
5.72K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.41% |
$1.64K - $1.75K
|
2.18K
$419K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
7+ 0.17% |
$1.28K - $1.36K
|
4.02K
$773K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7+ 0.07% |
$1.28K - $1.36K
|
9.44K
$1.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6+ 0.23% |
$1.09K - $1.17K
|
2.58K
$495K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.47% |
$182 - $195
|
216
$41.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$182 - $195
|
8.46K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.17% |
$182 - $195
|
47
$9.04K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-1- 0.18% |
$182 - $195
|
562
$108K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6- 35.29% |
$1.09K - $1.17K
|
11
$2.12K
|