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 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.83K+ 1.71% |
$541K - $564K
|
168K
$32.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.74K+ 2.62% |
$523K - $545K
|
107K
$20.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.68K+ 10.87% |
$513K - $535K
|
27.4K
$5.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.58K+ 0.51% |
$493K - $514K
|
508K
$98.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.5KNew |
$477K - $498K
|
2.5K
$486K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.42K+ 13.27% |
$461K - $481K
|
20.6K
$4.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.32K+ 23.11% |
$443K - $462K
|
12.4K
$2.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.29K+ 1.5% |
$437K - $456K
|
155K
$30.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.26K+ 63.6% |
$431K - $450K
|
5.81K
$1.13M
|
|
|
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 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.09K+ 90.64% |
$399K - $416K
|
4.4K
$855K
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
2.06KNew |
$394K - $411K
|
2.06K
$401K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2K+ 27.45% |
$383K - $399K
|
9.3K
$1.81M
|
|
|
Jan 26, 2026
Q4 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.92KNew |
$366K - $382K
|
1.92K
$373K
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.9K+ 30.72% |
$363K - $378K
|
8.08K
$1.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.89K+ 1.16% |
$360K - $376K
|
165K
$32.1M
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.83K+ 6.04% |
$349K - $364K
|
32.1K
$6.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.78K+ 3.33% |
$339K - $354K
|
55K
$10.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.72K+ 10.2% |
$329K - $343K
|
18.6K
$3.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.72K+ 2.5% |
$328K - $342K
|
70.4K
$13.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.7K+ 3.57% |
$324K - $338K
|
49.1K
$9.55M
|
|
|
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 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
1.64KNew |
$312K - $326K
|
1.64K
$318K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.61K+ 100.0% |
$308K - $321K
|
3.22K
$627K
|
|
|
Jan 23, 2026
Q4 2025
|
Client First Capital LLC
|
BUY
|
- |
1.59K+ 1.3% |
$304K - $317K
|
124K
$24.2M
|
|
|
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 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.47KNew |
$281K - $293K
|
1.47K
$286K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.37KNew |
$261K - $272K
|
1.37K
$266K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.32KNew |
$252K - $263K
|
1.32K
$256K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.28K+ 3.07% |
$245K - $255K
|
43.1K
$8.37M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
1.27KNew |
$242K - $252K
|
1.27K
$246K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 50.28% |
$240K - $251K
|
3.76K
$731K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$240K - $250K
|
1.26K
$244K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.25K+ 1.8% |
$239K - $249K
|
70.7K
$13.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.24K+ 1.55% |
$237K - $247K
|
81.1K
$15.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.22K+ 3.68% |
$233K - $243K
|
34.3K
$6.67M
|
|
|
Jan 28, 2026
Q4 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.18KNew |
$225K - $234K
|
1.18K
$229K
|
|
|
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 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$207K - $216K
|
1.08K
$211K
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.06KNew |
$202K - $211K
|
1.06K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.05K+ 1.95% |
$200K - $209K
|
54.7K
$10.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 0.3% |
$196K - $205K
|
345K
$67M
|
|
|
Jan 27, 2026
Q4 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1K+ 5.42% |
$191K - $199K
|
19.4K
$3.78M
|
|
|
Jan 27, 2026
Q4 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
953+ 4.6% |
$182K - $190K
|
21.7K
$4.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
929+ 0.89% |
$177K - $185K
|
105K
$20.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
924+ 4.93% |
$176K - $184K
|
19.7K
$3.82M
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
821+ 1.17% |
$157K - $164K
|
71.1K
$13.8M
|
|