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 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-35- 0.62% |
$5.89K - $6.52K
|
5.64K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-35- 0.4% |
$5.89K - $6.52K
|
8.67K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-29- 1.19% |
$4.88K - $5.4K
|
2.42K
$443K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-29- 1.21% |
$4.88K - $5.4K
|
2.36K
$433K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-25- 1.66% |
$4.2K - $4.66K
|
1.49K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-25- 0.93% |
$4.2K - $4.66K
|
2.67K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 1.65% |
$3.87K - $4.28K
|
1.38K
$252K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-22- 1.71% |
$3.7K - $4.1K
|
1.27K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-22- 40.0% |
$3.7K - $4.1K
|
33
$6.05K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-20- 1.61% |
$3.36K - $3.72K
|
1.22K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-19- 0.33% |
$3.2K - $3.54K
|
5.71K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-19- 1.26% |
$3.2K - $3.54K
|
1.49K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-18- 1.0% |
$3.03K - $3.35K
|
1.79K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-15- 0.14% |
$2.52K - $2.79K
|
10.5K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-14- 0.9% |
$2.35K - $2.61K
|
1.54K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-14- 2.45% |
$2.35K - $2.61K
|
558
$102K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-12- 0.05% |
$2.02K - $2.23K
|
25.4K
$4.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12- 0.24% |
$2.02K - $2.23K
|
4.89K
$897K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-12- 15.38% |
$2.02K - $2.23K
|
66
$12.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12- 0.78% |
$2.02K - $2.23K
|
1.53K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-12- 0.65% |
$2.02K - $2.23K
|
1.83K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 0.35% |
$1.85K - $2.05K
|
3.15K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.1% |
$1.85K - $2.05K
|
11.4K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-8- 0.32% |
$1.35K - $1.49K
|
2.48K
$454K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.01% |
$1.18K - $1.3K
|
59.3K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-7- 0.11% |
$1.18K - $1.3K
|
6.25K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-5- 0.04% |
$841 - $931
|
13.3K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3- 0.17% |
$504 - $559
|
1.8K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-3- 0.18% |
$504 - $559
|
1.68K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2- 0.66% |
$336 - $372
|
300
$55K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 0.16% |
$336 - $372
|
1.22K
$224K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-401K- 56.02% |
$70.8M - $75M
|
315K
$57.8M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.3K- 47.92% |
$10.3M - $10.9M
|
63.4K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25.2K- 1.81% |
$4.45M - $4.71M
|
1.36M
$250M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.9K- 77.33% |
$4.39M - $4.65M
|
7.3K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.5K- 92.29% |
$4.14M - $4.39M
|
1.96K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-19.5K- 47.99% |
$3.45M - $3.65M
|
21.2K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-18.4K- 18.22% |
$3.24M - $3.43M
|
82.5K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-16.1K- 62.4% |
$2.84M - $3.01M
|
9.7K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.46K- 76.14% |
$1.67M - $1.77M
|
2.97K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.27K- 71.41% |
$1.28M - $1.36M
|
2.91K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.85K- 55.29% |
$1.21M - $1.28M
|
5.54K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.35K- 56.69% |
$943K - $999K
|
4.08K
$749K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.31K- 15.26% |
$936K - $992K
|
29.5K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.32K- 28.1% |
$762K - $807K
|
11.1K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.02K- 99.7% |
$709K - $751K
|
12
$2.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.18K- 61.7% |
$560K - $594K
|
1.97K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.61K- 10.68% |
$460K - $487K
|
21.8K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.17K- 48.34% |
$384K - $406K
|
2.32K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 2.51% |
$314K - $333K
|
69.2K
$12.7M
|
|