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 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15.3K- 19.86% |
$2.78M - $2.97M
|
61.6K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-16.4K- 9.33% |
$3M - $3.2M
|
160K
$30.7M
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-26.9K- 10.42% |
$4.91M - $5.23M
|
231K
$44.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27.9K- 14.13% |
$5.08M - $5.42M
|
169K
$32.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-32.7K- 49.09% |
$5.96M - $6.35M
|
33.9K
$6.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-39.4K- 13.01% |
$7.18M - $7.66M
|
263K
$50.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-47K- 33.01% |
$8.56M - $9.13M
|
95.3K
$18.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-68K- 31.46% |
$12.4M - $13.2M
|
148K
$28.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-89.3K- 21.78% |
$16.3M - $17.4M
|
321K
$61.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-132K- 16.07% |
$24M - $25.6M
|
688K
$132M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-140K- 4.12% |
$25.5M - $27.1M
|
3.25M
$624M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-161K- 57.25% |
$29.4M - $31.4M
|
120K
$23.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-373K- 99.39% |
$68M - $72.6M
|
2.31K
$444K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-716K- 62.37% |
$131M - $139M
|
432K
$83.1M
|