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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75.9K- 29.42% |
$11.6M - $13.9M
|
182K
$33.4M
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-26.3K- 10.84% |
$4M - $4.8M
|
216K
$39.6M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.7K- 0.99% |
$3.77M - $4.52M
|
2.46M
$452M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-20K- 3.83% |
$3.04M - $3.65M
|
501K
$91.9M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19.3K- 79.08% |
$2.94M - $3.53M
|
5.11K
$936K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-16.7K- 19.66% |
$2.54M - $3.05M
|
68.2K
$12.5M
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15.7K- 51.58% |
$2.4M - $2.88M
|
14.8K
$2.71M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-15K- 13.23% |
$2.29M - $2.74M
|
98.4K
$18M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-14.1K- 6.66% |
$2.15M - $2.58M
|
198K
$36.3M
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-13.3K- 8.22% |
$2.03M - $2.43M
|
149K
$27.3M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 3.38% |
$1.91M - $2.29M
|
359K
$65.8M
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-10.3K- 10.05% |
$1.57M - $1.89M
|
92.5K
$17M
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-7.48K- 31.42% |
$1.14M - $1.37M
|
16.3K
$2.99M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.44K- 3.8% |
$1.13M - $1.36M
|
189K
$34.6M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-6.31K- 42.52% |
$962K - $1.15M
|
8.53K
$1.56M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.01K- 3.71% |
$916K - $1.1M
|
156K
$28.6M
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-5.76K- 1.96% |
$878K - $1.05M
|
288K
$52.9M
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.62K- 64.82% |
$856K - $1.03M
|
3.05K
$559K
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.94K- 2.72% |
$601K - $720K
|
141K
$25.9M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.75K- 27.24% |
$572K - $686K
|
10K
$1.84M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.58K- 16.75% |
$546K - $655K
|
17.8K
$3.27M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.46K- 7.83% |
$527K - $632K
|
40.7K
$7.47M
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.35K- 7.18% |
$511K - $613K
|
43.3K
$7.95M
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-3.03K- 62.89% |
$462K - $554K
|
1.79K
$328K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.61K- 4.45% |
$398K - $477K
|
56K
$10.3M
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.61K- 70.64% |
$398K - $477K
|
1.09K
$199K
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.39K- 2.29% |
$365K - $437K
|
102K
$18.7M
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.16K- 18.58% |
$330K - $395K
|
9.48K
$1.74M
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.14K- 6.18% |
$326K - $392K
|
32.5K
$5.97M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.73K- 10.88% |
$263K - $315K
|
14.1K
$2.59M
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.72K- 3.23% |
$263K - $315K
|
51.7K
$9.48M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58K- 60.55% |
$241K - $289K
|
1.03K
$189K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.42K- 8.51% |
$216K - $259K
|
15.2K
$2.79M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.32K- 18.15% |
$201K - $242K
|
5.96K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 28.68% |
$199K - $238K
|
3.24K
$595K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.28K- 14.21% |
$196K - $235K
|
7.75K
$1.42M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.26K- 0.76% |
$193K - $231K
|
165K
$30.2M
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.26K- 2.15% |
$192K - $231K
|
57.3K
$10.5M
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.14K- 11.11% |
$174K - $208K
|
9.11K
$1.67M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.05K- 0.35% |
$160K - $192K
|
303K
$55.5M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.02K- 4.96% |
$156K - $187K
|
19.6K
$3.59M
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-859- 18.1% |
$131K - $157K
|
3.89K
$713K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-816- 3.52% |
$124K - $149K
|
22.4K
$4.1M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-769- 22.16% |
$117K - $141K
|
2.7K
$495K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-708- 3.42% |
$108K - $129K
|
20K
$3.67M
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-669- 1.11% |
$102K - $122K
|
59.4K
$10.9M
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-649- 14.73% |
$98.9K - $119K
|
3.76K
$689K
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-638- 16.6% |
$97.2K - $117K
|
3.21K
$588K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-591- 3.78% |
$90.1K - $108K
|
15K
$2.76M
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-570- 3.79% |
$86.9K - $104K
|
14.5K
$2.65M
|