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 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-755- 0.13% |
$123K - $135K
|
586K
$107M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-619- 37.22% |
$101K - $111K
|
1.04K
$192K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-610- 0.74% |
$99.2K - $109K
|
81.7K
$15M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-569- 21.4% |
$92.5K - $102K
|
2.09K
$383K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-480- 16.71% |
$78.1K - $86.1K
|
2.39K
$439K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-434- 16.73% |
$70.6K - $77.8K
|
2.16K
$396K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-411- 15.07% |
$66.8K - $73.7K
|
2.32K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-245- 12.13% |
$39.8K - $43.9K
|
1.77K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-235- 6.46% |
$38.2K - $42.1K
|
3.4K
$624K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-124- 0.32% |
$20.2K - $22.2K
|
38K
$6.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-111- 1.14% |
$18.1K - $19.9K
|
9.61K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-109- 46.98% |
$17.7K - $19.5K
|
123
$22.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-63- 5.22% |
$10.2K - $11.3K
|
1.14K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-57- 4.68% |
$9.27K - $10.2K
|
1.16K
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-50- 11.11% |
$8.13K - $8.97K
|
400
$73.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 28.16% |
$4.72K - $5.2K
|
74
$13.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-27- 2.16% |
$4.39K - $4.84K
|
1.23K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-13- 0.6% |
$2.11K - $2.33K
|
2.16K
$397K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-189K- 72.68% |
$29.3M - $32.8M
|
71.2K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-14.3K- 77.45% |
$2.21M - $2.48M
|
4.17K
$765K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.6K- 95.64% |
$2.1M - $2.36M
|
621
$114K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-855- 21.62% |
$132K - $148K
|
3.1K
$569K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-688- 92.72% |
$106K - $119K
|
54
$9.91K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-461- 25.87% |
$71.3K - $79.8K
|
1.32K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-413- 21.74% |
$63.8K - $71.5K
|
1.49K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-385- 2.5% |
$59.5K - $66.7K
|
15K
$2.76M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-335- 69.07% |
$51.8K - $58K
|
150
$27.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-248- 10.71% |
$38.3K - $43K
|
2.07K
$379K
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-242- 8.76% |
$37.4K - $41.9K
|
2.52K
$462K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-141- 55.29% |
$21.8K - $24.4K
|
114
$20.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-140- 9.03% |
$21.6K - $24.2K
|
1.41K
$259K
|
|
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-136- 6.19% |
$21K - $23.6K
|
2.06K
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 8.16% |
$16.2K - $18.2K
|
1.18K
$217K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-72- 2.29% |
$11.1K - $12.5K
|
3.08K
$564K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-55- 0.8% |
$8.5K - $9.53K
|
6.85K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-37- 11.97% |
$5.72K - $6.41K
|
272
$49.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-17- 0.56% |
$2.63K - $2.94K
|
2.99K
$549K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-12- 46.15% |
$1.85K - $2.08K
|
14
$2.57K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10- 0.43% |
$1.55K - $1.73K
|
2.29K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.23% |
$464 - $520
|
1.31K
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2- 0.08% |
$309 - $346
|
2.64K
$484K
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1- 0.02% |
$155 - $173
|
6.56K
$1.2M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-65K- 79.1% |
$9.4M - $10.8M
|
17.2K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-25.6K- 48.56% |
$3.71M - $4.24M
|
27.2K
$4.98M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-14.8K- 64.5% |
$2.14M - $2.45M
|
8.16K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-4.15K- 7.23% |
$600K - $687K
|
53.2K
$9.77M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.2K- 0.76% |
$463K - $530K
|
415K
$76.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-2.43K- 2.54% |
$351K - $402K
|
93.1K
$17.1M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.55K- 95.92% |
$224K - $256K
|
66
$12.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-347- 24.93% |
$50.2K - $57.4K
|
1.05K
$192K
|
|