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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.36M- 55.25% |
$240M - $254M
|
1.1M
$205M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-661K- 89.8% |
$117M - $124M
|
75.1K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-519K- 99.35% |
$91.6M - $97M
|
3.4K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-472K- 26.03% |
$83.3M - $88.2M
|
1.34M
$250M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-401K- 56.02% |
$70.8M - $75M
|
315K
$58.7M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-245K- 6.04% |
$43.2M - $45.8M
|
3.81M
$709M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-210K- 15.44% |
$37M - $39.2M
|
1.15M
$214M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-193K- 4.88% |
$34M - $36M
|
3.76M
$700M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-156K- 29.83% |
$27.5M - $29.1M
|
366K
$68.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-153K- 1.95% |
$26.9M - $28.5M
|
7.68M
$1.43B
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-124K- 70.01% |
$21.8M - $23.1M
|
53K
$9.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-107K- 13.73% |
$18.9M - $20.1M
|
674K
$126M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-104K- 14.24% |
$18.4M - $19.5M
|
627K
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-86.6K- 40.63% |
$15.3M - $16.2M
|
127K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-86.3K- 11.94% |
$15.2M - $16.1M
|
637K
$119M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-67.5K- 69.42% |
$11.9M - $12.6M
|
29.8K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-63.1K- 56.12% |
$11.1M - $11.8M
|
49.3K
$9.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-58.9K- 31.13% |
$10.4M - $11M
|
130K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-54.1K- 35.67% |
$9.54M - $10.1M
|
97.5K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-48.6K- 34.21% |
$8.57M - $9.08M
|
93.4K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-47.2K- 59.67% |
$8.32M - $8.82M
|
31.9K
$5.94M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-45.7K- 44.35% |
$8.07M - $8.55M
|
57.4K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-44.7K- 7.8% |
$7.88M - $8.35M
|
527K
$98.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-38.7K- 61.45% |
$6.83M - $7.24M
|
24.3K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-38.7K- 6.96% |
$6.83M - $7.23M
|
517K
$96.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-36.2K- 57.86% |
$6.39M - $6.77M
|
26.4K
$4.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34.8K- 13.15% |
$6.15M - $6.51M
|
230K
$42.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 5.58% |
$5.98M - $6.34M
|
574K
$107M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-33.5K- 76.98% |
$5.91M - $6.26M
|
10K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-33.2K- 85.93% |
$5.86M - $6.21M
|
5.44K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-32.8K- 95.7% |
$5.79M - $6.13M
|
1.48K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31.3K- 6.75% |
$5.52M - $5.85M
|
432K
$80.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-31.3K- 80.82% |
$5.51M - $5.84M
|
7.42K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.6K- 2.84% |
$5.4M - $5.72M
|
1.05M
$195M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-29.9K- 3.13% |
$5.27M - $5.59M
|
926K
$172M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-29.8K- 64.31% |
$5.26M - $5.57M
|
16.5K
$3.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-29.3K- 11.05% |
$5.17M - $5.48M
|
236K
$43.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.7K- 60.31% |
$5.06M - $5.36M
|
18.9K
$3.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-28.3K- 16.06% |
$5M - $5.3M
|
148K
$27.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-27.1K- 36.84% |
$4.78M - $5.07M
|
46.5K
$8.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25.2K- 1.81% |
$4.45M - $4.71M
|
1.36M
$254M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.9K- 77.33% |
$4.39M - $4.65M
|
7.3K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-24.3K- 8.65% |
$4.29M - $4.54M
|
257K
$47.8M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.5K- 92.29% |
$4.14M - $4.39M
|
1.96K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-21.8K- 14.23% |
$3.84M - $4.07M
|
131K
$24.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.1K- 1.69% |
$3.72M - $3.94M
|
1.22M
$228M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-20.8K- 22.67% |
$3.67M - $3.89M
|
71K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-20K- 19.63% |
$3.52M - $3.73M
|
81.7K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.9K- 8.16% |
$3.51M - $3.72M
|
224K
$41.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19.5K- 47.99% |
$3.45M - $3.65M
|
21.2K
$3.94M
|