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 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-198- 51.7% |
$30.2K - $36.2K
|
185
$33.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-188- 3.21% |
$28.7K - $34.4K
|
5.66K
$1.04M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-188- 2.54% |
$28.7K - $34.4K
|
7.23K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-179- 5.57% |
$27.3K - $32.7K
|
3.03K
$556K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-141- 8.35% |
$21.5K - $25.8K
|
1.55K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-129- 8.08% |
$19.7K - $23.6K
|
1.47K
$269K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-127- 29.53% |
$19.4K - $23.2K
|
303
$55.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-92- 6.7% |
$14K - $16.8K
|
1.28K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-85- 2.91% |
$13K - $15.5K
|
2.83K
$519K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-40- 2.59% |
$6.1K - $7.31K
|
1.51K
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3- 0.23% |
$457 - $548
|
1.31K
$240K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.03% |
$305 - $366
|
6.14K
$1.13M
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.37M- 96.72% |
$1.24B - $1.37B
|
250K
$45.8M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.17M- 89.45% |
$197M - $219M
|
138K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.08M- 97.82% |
$181M - $201M
|
24K
$4.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-662K- 20.57% |
$111M - $123M
|
2.56M
$469M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-500K- 31.26% |
$84.1M - $93.2M
|
1.1M
$202M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-453K- 11.92% |
$76.3M - $84.4M
|
3.35M
$615M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-437K- 11.62% |
$73.4M - $81.3M
|
3.32M
$610M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-409K- 10.31% |
$68.7M - $76.1M
|
3.56M
$652M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-383K- 4.99% |
$64.4M - $71.3M
|
7.3M
$1.34B
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-282K- 99.41% |
$47.4M - $52.5M
|
1.66K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-242K- 3.14% |
$40.7M - $45.1M
|
7.48M
$1.37B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-242K- 5.29% |
$40.7M - $45M
|
4.33M
$795M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-239K- 73.79% |
$40.2M - $44.5M
|
84.8K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-203KClosed |
$34.1M - $37.7M
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-127K- 98.1% |
$21.3M - $23.6M
|
2.45K
$450K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-106K- 16.89% |
$17.8M - $19.7M
|
521K
$95.6M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-103K- 33.65% |
$17.3M - $19.1M
|
203K
$37.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-102K- 96.55% |
$17.1M - $18.9M
|
3.63K
$665K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-69K- 2.88% |
$11.6M - $12.8M
|
2.33M
$427M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60.5K- 2.49% |
$10.2M - $11.3M
|
2.37M
$435M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-51.7K- 3.85% |
$8.69M - $9.62M
|
1.29M
$237M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-48.2K- 18.34% |
$8.11M - $8.98M
|
215K
$39.4M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-46.9K- 95.08% |
$7.89M - $8.73M
|
2.43K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.8K- 6.72% |
$7.19M - $7.97M
|
594K
$109M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-42.6K- 91.56% |
$7.16M - $7.93M
|
3.93K
$720K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-41.2K- 95.22% |
$6.93M - $7.67M
|
2.07K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-40.2K- 85.44% |
$6.75M - $7.48M
|
6.85K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-39.5K- 34.43% |
$6.64M - $7.35M
|
75.1K
$13.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39.1K- 13.98% |
$6.57M - $7.28M
|
240K
$44.1M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-38.1K- 26.58% |
$6.41M - $7.1M
|
105K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-37.7K- 88.11% |
$6.34M - $7.02M
|
5.09K
$933K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-36.7K- 82.41% |
$6.18M - $6.84M
|
7.84K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-36.6K- 82.79% |
$6.15M - $6.81M
|
7.61K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-36.3K- 41.47% |
$6.1M - $6.76M
|
51.2K
$9.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-34.5K- 25.77% |
$5.81M - $6.43M
|
99.5K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.8K- 2.94% |
$5.68M - $6.29M
|
1.11M
$204M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-31.9K- 45.0% |
$5.37M - $5.95M
|
39K
$7.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.7K- 49.5% |
$5.16M - $5.72M
|
31.3K
$5.74M
|
|