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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2020
Q3 2020
|
Dt Investment Partners, LLC
|
SELL
|
- |
-7.42KClosed |
$716K - $818K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.18KClosed |
$596K - $681K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.56KClosed |
$247K - $282K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.1KClosed |
$202K - $231K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-30Closed |
$2.89K - $3.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-104KClosed |
$8.09M - $10.6M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-94.8KClosed |
$7.36M - $9.61M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-52.7KClosed |
$4.09M - $5.35M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-16KClosed |
$1.24M - $1.62M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-6.89KClosed |
$535K - $699K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-6.58KClosed |
$511K - $667K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.89KClosed |
$458K - $598K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-5.3KClosed |
$411K - $537K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-4.51KClosed |
$350K - $458K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-3.86KClosed |
$300K - $392K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-3.86KClosed |
$300K - $392K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.71KClosed |
$288K - $376K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.7KClosed |
$210K - $274K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-607Closed |
$47.1K - $61.6K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-94Closed |
$7.3K - $9.53K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-164KClosed |
$11.3M - $17.2M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-64.7KClosed |
$4.48M - $6.79M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-42.1KClosed |
$2.91M - $4.42M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-35.7KClosed |
$2.48M - $3.75M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-20.7KClosed |
$1.43M - $2.17M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Adams Wealth Management
|
SELL
|
- |
-18.4KClosed |
$1.28M - $1.94M
|
0
$0
|
|
|
Aug 06, 2021
Q1 2020
|
Schroders Is LTD
|
SELL
|
- |
-11.4KClosed |
$790K - $1.2M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9.64KClosed |
$668K - $1.01M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Columbia Trust CO 01012016
|
SELL
|
- |
-8.62KClosed |
$597K - $905K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-8.61KClosed |
$597K - $905K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Xml Financial, LLC
|
SELL
|
- |
-7.61KClosed |
$527K - $800K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.3KClosed |
$505K - $766K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.44KClosed |
$446K - $676K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Square, LLC
|
SELL
|
- |
-4.27KClosed |
$296K - $448K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.03KClosed |
$279K - $423K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.31KClosed |
$230K - $348K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-228Closed |
$15.8K - $24K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
First Bank & Trust
|
SELL
|
- |
-47Closed |
$3.26K - $4.94K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-32.2KClosed |
$2.89M - $3.26M
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Truepoint, Inc.
|
SELL
|
- |
-3.3KClosed |
$296K - $334K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-111Closed |
$9.95K - $11.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-38.3KClosed |
$3.37M - $3.6M
|
0
$0
|
|
|
Aug 04, 2020
Q3 2019
|
Milestone Advisory Partners
|
SELL
|
- |
-33.8KClosed |
$2.98M - $3.18M
|
0
$0
|
|
|
Oct 08, 2019
Q3 2019
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-9.76KClosed |
$860K - $918K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-6.83KClosed |
$602K - $643K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.93KClosed |
$258K - $276K
|
0
$0
|
|
|
Oct 02, 2019
Q3 2019
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-316Closed |
$27.9K - $29.7K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-269Closed |
$23.7K - $25.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Astor Investment Management LLC
|
SELL
|
- |
-294KClosed |
$25.1M - $27.1M
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-13KClosed |
$1.12M - $1.2M
|
0
$0
|
|