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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.78M- 64.45% |
$258M - $295M
|
982K
$163M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-503K- 17.86% |
$72.7M - $83.2M
|
2.31M
$383M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-324K- 3.55% |
$46.9M - $53.6M
|
8.81M
$1.46B
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-284K- 94.29% |
$41M - $46.9M
|
17.2K
$2.85M
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-249K- 62.65% |
$36M - $41.1M
|
148K
$24.6M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-224K- 98.1% |
$32.4M - $37.1M
|
4.33K
$717K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-192K- 4.42% |
$27.7M - $31.7M
|
4.15M
$688M
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-174K- 98.33% |
$25.2M - $28.8M
|
2.95K
$489K
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-169K- 60.74% |
$24.4M - $27.9M
|
109K
$18.1M
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-167K- 59.23% |
$24.1M - $27.6M
|
115K
$19M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-135K- 62.31% |
$19.6M - $22.4M
|
81.8K
$13.6M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-111K- 99.34% |
$16M - $18.3M
|
731
$121K
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-106K- 76.46% |
$15.4M - $17.6M
|
32.7K
$5.42M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-89.6K- 42.91% |
$13M - $14.8M
|
119K
$19.8M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-89.5K- 15.35% |
$12.9M - $14.8M
|
494K
$81.8M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-88.5K- 10.65% |
$12.8M - $14.6M
|
743K
$123M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-83.9K- 3.45% |
$12.1M - $13.9M
|
2.35M
$389M
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-77.6K- 26.57% |
$11.2M - $12.8M
|
214K
$35.6M
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-74K- 39.99% |
$10.7M - $12.2M
|
111K
$18.4M
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-73.4K- 69.08% |
$10.6M - $12.1M
|
32.9K
$5.45M
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-69.1K- 84.26% |
$9.99M - $11.4M
|
12.9K
$2.14M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-65K- 79.1% |
$9.4M - $10.8M
|
17.2K
$2.85M
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-64.5K- 79.13% |
$9.33M - $10.7M
|
17K
$2.82M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-62.3K- 19.67% |
$9.01M - $10.3M
|
254K
$42.1M
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-62.2K- 31.1% |
$8.99M - $10.3M
|
138K
$22.8M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-60.5K- 35.17% |
$8.74M - $10M
|
111K
$18.5M
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-59.6K- 53.41% |
$8.62M - $9.86M
|
52K
$8.62M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-55.8K- 84.24% |
$8.07M - $9.23M
|
10.4K
$1.73M
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-53.2K- 75.57% |
$7.69M - $8.8M
|
17.2K
$2.85M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-51.4K- 47.46% |
$7.44M - $8.51M
|
56.9K
$9.43M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-47.7K- 48.76% |
$6.89M - $7.88M
|
50.1K
$8.3M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-43.8K- 42.13% |
$6.33M - $7.24M
|
60.1K
$9.97M
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-40.3K- 10.94% |
$5.82M - $6.66M
|
328K
$54.3M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.8K- 6.39% |
$5.76M - $6.59M
|
584K
$96.8M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-39.4K- 92.08% |
$5.7M - $6.52M
|
3.39K
$562K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37.2K- 6.29% |
$5.38M - $6.15M
|
554K
$91.8M
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-34.5K- 36.4% |
$5M - $5.72M
|
60.4K
$10M
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-32.8K- 22.04% |
$4.75M - $5.43M
|
116K
$19.2M
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-30.6K- 24.8% |
$4.43M - $5.07M
|
92.9K
$15.4M
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-28.6K- 33.59% |
$4.14M - $4.73M
|
56.6K
$9.38M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.4K- 78.5% |
$3.96M - $4.53M
|
7.5K
$1.24M
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-26.5K- 36.6% |
$3.83M - $4.38M
|
45.9K
$7.6M
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-25.6K- 48.56% |
$3.71M - $4.24M
|
27.2K
$4.5M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-23.6K- 90.56% |
$3.41M - $3.9M
|
2.46K
$407K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23K- 31.58% |
$3.32M - $3.8M
|
49.7K
$8.24M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22.6K- 4.97% |
$3.27M - $3.74M
|
433K
$71.7M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22.1K- 52.17% |
$3.19M - $3.65M
|
20.2K
$3.35M
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-21.9K- 35.65% |
$3.17M - $3.63M
|
39.6K
$6.56M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.1K- 2.47% |
$3.06M - $3.5M
|
836K
$139M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20.7K- 9.37% |
$2.99M - $3.42M
|
200K
$33.2M
|