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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.7K+ 7.87% |
$3.59M - $3.83M
|
270K
$52.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
19.2KNew |
$3.5M - $3.73M
|
19.2K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$3.5M - $3.73M
|
19.2K
$3.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
18.2K+ 23.74% |
$3.31M - $3.54M
|
94.8K
$18.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
17.5KNew |
$3.19M - $3.4M
|
17.5K
$3.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
17.5K+ 143.31% |
$3.19M - $3.4M
|
29.7K
$5.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
17.5K+ 487.2% |
$3.19M - $3.4M
|
21.1K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.2K+ 54.58% |
$3.14M - $3.35M
|
48.8K
$9.5M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
17.1KNew |
$3.12M - $3.33M
|
17.1K
$3.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16.7K+ 12.24% |
$3.04M - $3.24M
|
153K
$29.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15.9K+ 9.23% |
$2.89M - $3.09M
|
188K
$36.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 2.94% |
$2.87M - $3.06M
|
550K
$107M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.3K+ 85.48% |
$2.79M - $2.98M
|
33.2K
$6.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
15.1K+ 215.45% |
$2.76M - $2.95M
|
22.2K
$4.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.9K+ 14.55% |
$2.71M - $2.89M
|
117K
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.5K+ 7.44% |
$2.65M - $2.83M
|
210K
$40.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.4K+ 64.1% |
$2.63M - $2.81M
|
37K
$7.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
14.3KNew |
$2.6M - $2.77M
|
14.3K
$2.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
13.6K+ 1.98% |
$2.48M - $2.65M
|
701K
$136M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.1K+ 256.43% |
$2.39M - $2.55M
|
18.2K
$3.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12.5KNew |
$2.27M - $2.42M
|
12.5K
$2.42M
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
BUY
|
- |
12K+ 13.7% |
$2.19M - $2.34M
|
99.8K
$19.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
11.5K+ 8.56% |
$2.09M - $2.23M
|
146K
$28.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11.4K+ 8.34% |
$2.08M - $2.22M
|
148K
$28.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
11KNew |
$2.01M - $2.15M
|
11K
$2.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
11K+ 30.07% |
$2M - $2.14M
|
47.5K
$9.24M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.9K+ 127.52% |
$1.99M - $2.12M
|
19.5K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
10.7K+ 1661.4% |
$1.95M - $2.08M
|
11.4K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
10.7KNew |
$1.95M - $2.08M
|
10.7K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
10.3KNew |
$1.88M - $2M
|
10.3K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.1K+ 123.8% |
$1.84M - $1.96M
|
18.2K
$3.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 13.15% |
$1.84M - $1.96M
|
86.8K
$16.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.76KNew |
$1.78M - $1.9M
|
9.76K
$1.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.52K+ 169.07% |
$1.74M - $1.85M
|
15.1K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.37K+ 22.22% |
$1.71M - $1.82M
|
51.5K
$10M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
9.28K+ 4.95% |
$1.69M - $1.81M
|
197K
$38.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.14K+ 2.38% |
$1.67M - $1.78M
|
393K
$76.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.03K+ 1.62% |
$1.65M - $1.76M
|
566K
$110M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.86K+ 12.6% |
$1.62M - $1.72M
|
79.2K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.57K+ 6.91% |
$1.56M - $1.67M
|
133K
$25.8M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.51K+ 101.65% |
$1.55M - $1.66M
|
16.9K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
8.5K+ 25.77% |
$1.55M - $1.65M
|
41.5K
$8.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.37K+ 51.26% |
$1.53M - $1.63M
|
24.7K
$4.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.22K+ 1.65% |
$1.5M - $1.6M
|
505K
$98.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
8.17K+ 11.68% |
$1.49M - $1.59M
|
78.1K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.03K+ 309.92% |
$1.46M - $1.56M
|
10.6K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.03K+ 26.28% |
$1.46M - $1.56M
|
38.6K
$7.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.86K+ 114.89% |
$1.43M - $1.53M
|
14.7K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.67KNew |
$1.4M - $1.49M
|
7.67K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.51K+ 86.82% |
$1.37M - $1.46M
|
16.2K
$3.14M
|
|