Latest Institutional Sells of Ishares Msci Usa Quality Facto (QUAL)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Quality Facto (QUAL) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-664K- 85.27% |
$108M - $119M
|
115K
$20.8M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-621K- 99.56% |
$101M - $111M
|
2.77K
$500K
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-557K- 59.53% |
$90.6M - $99.9M
|
379K
$68.5M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-557K- 23.49% |
$90.5M - $99.8M
|
1.81M
$328M
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
SELL
|
- |
-298K- 90.86% |
$48.4M - $53.4M
|
29.9K
$5.42M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-294K- 12.85% |
$47.8M - $52.7M
|
1.99M
$360M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-282K- 28.03% |
$45.8M - $50.5M
|
723K
$131M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-257K- 3.18% |
$41.8M - $46.1M
|
7.83M
$1.42B
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-229K- 50.36% |
$37.2M - $41M
|
226K
$40.8M
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-194K- 98.87% |
$31.5M - $34.8M
|
2.22K
$402K
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-187K- 72.86% |
$30.3M - $33.4M
|
69.5K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-152K- 26.83% |
$24.7M - $27.3M
|
415K
$75M
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-148K- 98.37% |
$24.1M - $26.6M
|
2.46K
$445K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-121K- 1.56% |
$19.7M - $21.7M
|
7.61M
$1.38B
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-95.7K- 34.11% |
$15.6M - $17.2M
|
185K
$33.4M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-73.6K- 11.4% |
$12M - $13.2M
|
572K
$103M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-71.4K- 1.78% |
$11.6M - $12.8M
|
3.95M
$715M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-62.9K- 53.33% |
$10.2M - $11.3M
|
55.1K
$9.96M
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-61.2K- 98.13% |
$9.96M - $11M
|
1.17K
$212K
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-57.7K- 98.56% |
$9.38M - $10.3M
|
842
$152K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-54.4K- 42.92% |
$8.85M - $9.75M
|
72.4K
$13.1M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-52.6K- 32.4% |
$8.56M - $9.44M
|
110K
$19.9M
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-51.9K- 48.72% |
$8.44M - $9.31M
|
54.7K
$9.89M
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-51.7K- 75.37% |
$8.41M - $9.27M
|
16.9K
$3.06M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-50.4K- 26.97% |
$8.2M - $9.04M
|
137K
$24.7M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48K- 1.0% |
$7.81M - $8.61M
|
4.76M
$861M
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-45.3K- 50.77% |
$7.37M - $8.13M
|
43.9K
$7.95M
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-39.9K- 14.13% |
$6.48M - $7.15M
|
242K
$43.8M
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-37.4K- 96.56% |
$6.09M - $6.71M
|
1.33K
$241K
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-36K- 18.76% |
$5.86M - $6.46M
|
156K
$28.2M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-35.5K- 25.85% |
$5.77M - $6.36M
|
102K
$18.4M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-33.8K- 39.64% |
$5.49M - $6.05M
|
51.4K
$9.3M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-33.4K- 0.85% |
$5.44M - $6M
|
3.9M
$705M
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-33.4K- 14.57% |
$5.42M - $5.98M
|
196K
$35.4M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-33.3K- 57.69% |
$5.42M - $5.98M
|
24.4K
$4.42M
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-32K- 95.45% |
$5.21M - $5.74M
|
1.53K
$277K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-29.9K- 13.35% |
$4.86M - $5.36M
|
194K
$35.1M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-29.3K- 3.61% |
$4.76M - $5.25M
|
781K
$141M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29.3K- 0.51% |
$4.76M - $5.24M
|
5.74M
$1.04B
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28.6K- 6.58% |
$4.64M - $5.12M
|
406K
$73.4M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-27.1K- 49.28% |
$4.41M - $4.87M
|
27.9K
$5.05M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24K- 4.2% |
$3.91M - $4.31M
|
548K
$99.1M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-23.2K- 1.13% |
$3.78M - $4.17M
|
2.04M
$368M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-21K- 20.42% |
$3.41M - $3.76M
|
81.8K
$14.8M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.8K- 32.35% |
$3.05M - $3.37M
|
39.3K
$7.1M
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-17.3K- 88.87% |
$2.82M - $3.11M
|
2.17K
$393K
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-17.2K- 14.57% |
$2.8M - $3.08M
|
101K
$18.2M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16.7K- 12.66% |
$2.72M - $3M
|
115K
$20.8M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-16.6K- 9.88% |
$2.7M - $2.98M
|
152K
$27.4M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.1K- 4.13% |
$2.63M - $2.89M
|
375K
$67.8M
|