Purchases and Sales Made in Q4 2025 in Ishares Msci Usa Quality Facto (QUAL)
This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
45K+ 1.5% |
$8.59M - $8.95M
|
3.05M
$593M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22.8K+ 5.19% |
$4.36M - $4.55M
|
463K
$90.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
19K+ 2.72% |
$3.63M - $3.79M
|
720K
$140M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.1KNew |
$2.12M - $2.21M
|
11.1K
$2.16M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11K+ 187.13% |
$2.11M - $2.2M
|
17K
$3.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.79KNew |
$1.87M - $1.95M
|
9.79K
$1.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.2K+ 3.23% |
$1.37M - $1.43M
|
230K
$44.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
6.95K+ 3.53% |
$1.33M - $1.38M
|
204K
$39.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.88K+ 2.64% |
$1.12M - $1.17M
|
229K
$44.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.58K+ 0.51% |
$493K - $514K
|
508K
$98.7M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.24K+ 3.05% |
$428K - $447K
|
75.7K
$14.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 6.68% |
$401K - $418K
|
33.5K
$6.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.65K+ 4.43% |
$315K - $329K
|
38.9K
$7.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.58K+ 4.52% |
$301K - $314K
|
36.4K
$7.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.53K+ 1.42% |
$292K - $305K
|
109K
$21.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.37KNew |
$261K - $272K
|
1.37K
$266K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.28K+ 3.07% |
$245K - $255K
|
43.1K
$8.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$240K - $250K
|
1.26K
$244K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.14K+ 29.64% |
$219K - $228K
|
5K
$973K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.11KNew |
$211K - $220K
|
1.11K
$215K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 0.3% |
$196K - $205K
|
345K
$67M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
929+ 0.89% |
$177K - $185K
|
105K
$20.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
792+ 4.15% |
$151K - $158K
|
19.9K
$3.86M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
742+ 44.81% |
$142K - $148K
|
2.4K
$466K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
657+ 12.72% |
$125K - $131K
|
5.82K
$1.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
540+ 8.6% |
$103K - $108K
|
6.82K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
366+ 2.25% |
$69.9K - $72.9K
|
16.7K
$3.24M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
197New |
$37.6K - $39.2K
|
197
$38.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
194+ 8.09% |
$37.1K - $38.6K
|
2.59K
$504K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
188+ 6.09% |
$35.9K - $37.4K
|
3.28K
$637K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
180+ 3.26% |
$34.4K - $35.9K
|
5.7K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
164+ 75.93% |
$31.3K - $32.7K
|
380
$73.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
138+ 2.66% |
$26.4K - $27.5K
|
5.32K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
132+ 0.48% |
$25.2K - $26.3K
|
27.8K
$5.41M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
100+ 9.17% |
$19.1K - $19.9K
|
1.19K
$232K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
95+ 3.41% |
$18.1K - $18.9K
|
2.88K
$559K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58+ 3.5% |
$11.1K - $11.6K
|
1.72K
$334K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
52+ 17.81% |
$9.93K - $10.4K
|
344
$66.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
41+ 1.88% |
$7.83K - $8.17K
|
2.22K
$431K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17+ 0.02% |
$3.25K - $3.39K
|
110K
$21.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
11+ 0.33% |
$2.1K - $2.19K
|
3.36K
$653K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4+ 0.21% |
$764 - $797
|
1.88K
$365K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$191 - $199
|
4.27K
$830K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-10- 0.96% |
$1.91K - $1.99K
|
1.04K
$201K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11- 0.35% |
$2.1K - $2.19K
|
3.09K
$601K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-21- 0.29% |
$4.01K - $4.18K
|
7.14K
$1.39M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-23- 0.8% |
$4.39K - $4.58K
|
2.87K
$557K
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-24- 0.89% |
$4.58K - $4.78K
|
2.66K
$517K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-35- 2.49% |
$6.69K - $6.97K
|
1.37K
$266K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-40- 0.75% |
$7.64K - $7.97K
|
5.27K
$1.02M
|
|