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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-332- 6.76% |
$60.5K - $64.6K
|
4.58K
$881K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-349- 2.91% |
$63.6K - $67.9K
|
11.7K
$2.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-350- 1.35% |
$63.8K - $68.1K
|
25.5K
$4.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-358- 1.76% |
$65.3K - $69.6K
|
20K
$3.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-395- 22.18% |
$72K - $76.8K
|
1.39K
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-450- 2.63% |
$82K - $87.5K
|
16.6K
$3.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-496- 5.24% |
$90.4K - $96.5K
|
8.97K
$1.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-499- 20.14% |
$91K - $97.1K
|
1.98K
$381K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-577- 5.72% |
$105K - $112K
|
9.51K
$1.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-600- 1.94% |
$109K - $117K
|
30.3K
$5.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-602- 6.33% |
$110K - $117K
|
8.91K
$1.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-657- 21.58% |
$120K - $128K
|
2.39K
$459K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-697- 7.65% |
$127K - $136K
|
8.41K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-764- 2.82% |
$139K - $149K
|
26.4K
$5.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-778- 31.96% |
$142K - $151K
|
1.66K
$318K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-785- 2.32% |
$143K - $153K
|
33.1K
$6.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-790- 35.97% |
$144K - $154K
|
1.41K
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.08K- 26.47% |
$197K - $210K
|
3.01K
$578K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-1.1K- 6.07% |
$201K - $215K
|
17.1K
$3.28M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.23K- 0.64% |
$225K - $240K
|
193K
$37.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 11.59% |
$225K - $240K
|
9.4K
$1.81M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.23K- 40.49% |
$225K - $240K
|
1.81K
$349K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.28K- 11.85% |
$234K - $250K
|
9.55K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.35K- 3.3% |
$245K - $262K
|
39.4K
$7.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 6.55% |
$280K - $299K
|
21.9K
$4.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.59K- 2.32% |
$290K - $309K
|
67K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.64K- 11.6% |
$299K - $319K
|
12.5K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.84K- 6.3% |
$336K - $359K
|
27.4K
$5.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.94K- 2.0% |
$353K - $377K
|
95.1K
$18.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.05K- 15.48% |
$373K - $398K
|
11.2K
$2.15M
|
|
|
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 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.02K- 6.96% |
$550K - $587K
|
40.3K
$7.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.34K- 5.95% |
$608K - $649K
|
52.7K
$10.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.35K- 1.51% |
$792K - $845K
|
284K
$54.6M
|
|
|
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 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 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 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 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
|