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 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.17% |
$182 - $195
|
47
$9.04K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$182 - $195
|
8.46K
$1.63M
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-7- 0.33% |
$1.28K - $1.36K
|
2.14K
$411K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10- 0.04% |
$1.82K - $1.95K
|
26.2K
$5.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-11- 0.55% |
$2.01K - $2.14K
|
2K
$385K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-11- 0.23% |
$2.01K - $2.14K
|
4.76K
$916K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.0% |
$2.01K - $2.14K
|
1.09K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-13- 0.54% |
$2.37K - $2.53K
|
2.38K
$457K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.25% |
$4.19K - $4.47K
|
9.01K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-27- 0.52% |
$4.92K - $5.25K
|
5.17K
$993K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-27- 8.46% |
$4.92K - $5.25K
|
292
$56.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-31- 1.12% |
$5.65K - $6.03K
|
2.73K
$525K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-34- 1.78% |
$6.2K - $6.61K
|
1.88K
$361K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-35- 12.28% |
$6.38K - $6.81K
|
250
$48.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-40- 3.65% |
$7.29K - $7.78K
|
1.06K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-44- 1.0% |
$8.02K - $8.56K
|
4.34K
$834K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 1.4% |
$9.12K - $9.73K
|
3.52K
$676K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-54- 0.82% |
$9.85K - $10.5K
|
6.51K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-57- 0.42% |
$10.4K - $11.1K
|
13.7K
$2.63M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-58- 3.4% |
$10.6K - $11.3K
|
1.65K
$317K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-62- 0.22% |
$11.3K - $12.1K
|
27.6K
$5.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 3.27% |
$13.5K - $14.4K
|
2.19K
$421K
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-86- 3.65% |
$15.7K - $16.7K
|
2.27K
$437K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-88- 1.75% |
$16K - $17.1K
|
4.94K
$951K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-92- 8.04% |
$16.8K - $17.9K
|
1.05K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-98- 5.3% |
$17.9K - $19.1K
|
1.75K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-99- 3.09% |
$18.1K - $19.3K
|
3.11K
$597K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-100- 1.91% |
$18.2K - $19.5K
|
5.15K
$990K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-106- 8.27% |
$19.3K - $20.6K
|
1.18K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-109- 4.33% |
$19.9K - $21.2K
|
2.41K
$463K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-111- 6.39% |
$20.2K - $21.6K
|
1.63K
$313K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-118- 4.07% |
$21.5K - $23K
|
2.78K
$535K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-120- 1.06% |
$21.9K - $23.3K
|
11.3K
$2.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-121- 1.22% |
$22.1K - $23.5K
|
9.82K
$1.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-123- 3.64% |
$22.4K - $23.9K
|
3.26K
$627K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-124- 1.29% |
$22.6K - $24.1K
|
9.51K
$1.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-125- 0.77% |
$22.8K - $24.3K
|
16.2K
$3.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-128- 8.73% |
$23.3K - $24.9K
|
1.34K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-138- 9.69% |
$25.2K - $26.8K
|
1.29K
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-141- 5.69% |
$25.7K - $27.4K
|
2.34K
$449K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-148- 6.12% |
$27K - $28.8K
|
2.27K
$436K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-150- 3.01% |
$27.3K - $29.2K
|
4.83K
$928K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-161- 2.23% |
$29.4K - $31.3K
|
7.07K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-167- 0.51% |
$30.4K - $32.5K
|
32.7K
$6.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-169- 16.87% |
$30.8K - $32.9K
|
833
$160K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-178- 3.12% |
$32.5K - $34.6K
|
5.52K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-186- 1.15% |
$33.9K - $36.2K
|
16K
$3.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-194- 13.04% |
$35.4K - $37.7K
|
1.29K
$249K
|