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 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.15K- 24.16% |
$141K - $155K
|
3.62K
$663K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-514- 1.59% |
$62.7K - $69.3K
|
31.8K
$5.83M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 91.07% |
$61K - $67.4K
|
49
$8.99K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.8K- 86.07% |
$1.79M - $1.99M
|
2.56K
$469K
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-6.05K- 78.78% |
$685K - $764K
|
1.63K
$299K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.37K- 49.67% |
$382K - $425K
|
3.42K
$626K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.06K- 92.16% |
$233K - $260K
|
175
$32.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.03K- 53.57% |
$230K - $256K
|
1.76K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.4K- 26.74% |
$159K - $177K
|
3.84K
$704K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-994- 0.79% |
$113K - $125K
|
124K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-674- 17.89% |
$76.3K - $85.1K
|
3.09K
$567K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-199- 48.66% |
$22.5K - $25.1K
|
210
$38.5K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-61- 2.86% |
$6.91K - $7.7K
|
2.07K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-19- 55.88% |
$2.15K - $2.4K
|
15
$2.75K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.59M- 99.12% |
$373M - $436M
|
31.8K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-95.6K- 5.52% |
$9.93M - $11.6M
|
1.64M
$300M
|
|
|
Jul 09, 2025
Q4 2022
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-12.5KClosed |
$1.3M - $1.52M
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 53.57% |
$228K - $267K
|
1.91K
$350K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-998- 5.33% |
$104K - $121K
|
17.7K
$3.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-755- 83.89% |
$78.4K - $91.5K
|
145
$26.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-703- 11.29% |
$73K - $85.2K
|
5.53K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-461- 78.27% |
$47.9K - $55.9K
|
128
$23.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-215- 4.61% |
$22.3K - $26.1K
|
4.45K
$816K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-112- 57.73% |
$11.6K - $13.6K
|
82
$15K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-46- 0.48% |
$4.78K - $5.58K
|
9.53K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-43- 7.4% |
$4.46K - $5.21K
|
538
$98.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-30- 0.62% |
$3.11K - $3.64K
|
4.81K
$882K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-232K- 96.38% |
$24.1M - $29.3M
|
8.72K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-210K- 95.98% |
$21.8M - $26.5M
|
8.77K
$1.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Saratoga Research & Investment Management
|
SELL
|
- |
-17.5K- 81.99% |
$1.82M - $2.21M
|
3.85K
$705K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.1K- 29.24% |
$1.26M - $1.53M
|
29.3K
$5.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.8KClosed |
$499K - $607K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-4.05K- 1.98% |
$421K - $512K
|
201K
$36.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3.03K- 53.96% |
$315K - $383K
|
2.59K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-642- 19.38% |
$66.7K - $81.2K
|
2.67K
$490K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-561- 4.39% |
$58.3K - $71K
|
12.2K
$2.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-540- 18.97% |
$56.1K - $68.3K
|
2.31K
$423K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-150- 42.37% |
$15.6K - $19K
|
204
$37.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-119Closed |
$12.4K - $15.1K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-114- 3.86% |
$11.8K - $14.4K
|
2.84K
$521K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-90- 0.62% |
$9.35K - $11.4K
|
14.5K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-79- 1.55% |
$8.21K - $9.99K
|
5.03K
$922K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2- 0.05% |
$208 - $253
|
4.39K
$804K
|
|
| Q2 2022 | |||||||
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-111K- 98.23% |
$12M - $15.1M
|
2K
$367K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-72.2K- 99.9% |
$7.84M - $9.82M
|
75
$13.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-69.9KClosed |
$7.59M - $9.51M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-62.8KClosed |
$6.82M - $8.54M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-38.7K- 93.72% |
$4.2M - $5.26M
|
2.6K
$476K
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-13.5KClosed |
$1.46M - $1.83M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-8.67KClosed |
$941K - $1.18M
|
0
$0
|
|