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 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 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-1.44K- 7.7% |
$262K - $279K
|
17.2K
$3.31M
|
|
|
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 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.14K- 3.05% |
$755K - $806K
|
132K
$25.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.35K- 1.51% |
$792K - $845K
|
284K
$54.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 56.02% |
$991K - $1.06M
|
4.27K
$821K
|
|
|
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 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.04K- 2.64% |
$1.1M - $1.17M
|
223K
$42.9M
|
|
|
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 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.42K- 26.36% |
$1.17M - $1.25M
|
17.9K
$3.45M
|
|
|
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 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.47K- 11.31% |
$1.73M - $1.84M
|
74.3K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.9K- 17.56% |
$1.8M - $1.93M
|
46.5K
$8.94M
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-10.7K- 3.57% |
$1.94M - $2.07M
|
288K
$55.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.7K- 11.93% |
$2.14M - $2.28M
|
86.6K
$16.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-12.4K- 8.58% |
$2.26M - $2.41M
|
132K
$25.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12.8K- 19.25% |
$2.34M - $2.5M
|
53.9K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13.3K- 10.05% |
$2.43M - $2.59M
|
119K
$22.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-13.8K- 35.82% |
$2.51M - $2.68M
|
24.7K
$4.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14K- 9.14% |
$2.56M - $2.73M
|
139K
$26.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-14.3K- 3.14% |
$2.6M - $2.78M
|
440K
$84.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15.3K- 19.86% |
$2.78M - $2.97M
|
61.6K
$11.8M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-17.8K- 92.0% |
$3.25M - $3.46M
|
1.55K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-19.6K- 9.42% |
$3.58M - $3.82M
|
189K
$36.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-20.7K- 78.99% |
$3.77M - $4.03M
|
5.5K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-23.8K- 58.58% |
$4.34M - $4.63M
|
16.8K
$3.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26.4K- 26.44% |
$4.81M - $5.13M
|
73.4K
$14.1M
|