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 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.4K- 4.52% |
$5.12M - $5.67M
|
644K
$118M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-29.9K- 5.09% |
$5.03M - $5.57M
|
558K
$102M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.2K- 5.11% |
$4.9M - $5.43M
|
542K
$99.4M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-27.9K- 29.92% |
$4.7M - $5.2M
|
65.5K
$12M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27.8K- 45.98% |
$4.67M - $5.17M
|
32.6K
$5.99M
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-27.6K- 28.62% |
$4.65M - $5.15M
|
68.9K
$12.6M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.3K- 84.12% |
$4.59M - $5.08M
|
5.15K
$944K
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-25.7K- 39.47% |
$4.32M - $4.78M
|
39.4K
$7.23M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-24.3K- 14.06% |
$4.09M - $4.52M
|
149K
$27.2M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-22.8K- 18.54% |
$3.83M - $4.24M
|
100K
$18.3M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21.7K- 93.26% |
$3.66M - $4.05M
|
1.57K
$288K
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.4K- 9.01% |
$3.59M - $3.98M
|
216K
$39.6M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.4K- 6.15% |
$3.26M - $3.61M
|
296K
$54.2M
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-18.3K- 75.47% |
$3.08M - $3.41M
|
5.95K
$1.09M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.3K- 95.23% |
$3.07M - $3.4M
|
915
$168K
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-17.3K- 30.63% |
$2.91M - $3.22M
|
39.2K
$7.2M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16.7K- 3.86% |
$2.8M - $3.1M
|
416K
$76.2M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-16.5K- 70.39% |
$2.78M - $3.08M
|
6.96K
$1.28M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.6K- 19.72% |
$2.63M - $2.91M
|
63.6K
$11.7M
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 10.91% |
$2.59M - $2.86M
|
126K
$23M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-15.3K- 6.49% |
$2.57M - $2.85M
|
221K
$40.5M
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-15.3K- 28.86% |
$2.57M - $2.85M
|
37.7K
$6.91M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.1K- 6.75% |
$2.54M - $2.82M
|
209K
$38.3M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15.1K- 18.81% |
$2.54M - $2.81M
|
65.2K
$12M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.9K- 6.38% |
$2.51M - $2.77M
|
219K
$40.1M
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-14.4K- 29.22% |
$2.42M - $2.68M
|
34.9K
$6.4M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.4K- 17.69% |
$2.42M - $2.68M
|
66.9K
$12.3M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.8K- 6.75% |
$2.32M - $2.57M
|
191K
$35M
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-13.2K- 19.03% |
$2.22M - $2.46M
|
56.3K
$10.3M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.9K- 2.82% |
$2.17M - $2.41M
|
445K
$81.6M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.8K- 4.13% |
$2.15M - $2.38M
|
297K
$54.4M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.7K- 20.32% |
$2.14M - $2.37M
|
50K
$9.17M
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-12.5K- 90.72% |
$2.1M - $2.33M
|
1.28K
$235K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-12.3K- 22.14% |
$2.06M - $2.28M
|
43.1K
$7.91M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12K- 38.65% |
$2.01M - $2.23M
|
19K
$3.48M
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-11.9K- 3.01% |
$2.01M - $2.22M
|
384K
$70.5M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.7K- 14.32% |
$1.97M - $2.18M
|
70K
$12.8M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-11.5K- 20.09% |
$1.93M - $2.14M
|
45.7K
$8.38M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-10.8K- 14.95% |
$1.82M - $2.01M
|
61.6K
$11.3M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10.8K- 30.81% |
$1.81M - $2M
|
24.2K
$4.43M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 6.15% |
$1.71M - $1.9M
|
155K
$28.5M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-10.1K- 14.3% |
$1.7M - $1.89M
|
60.7K
$11.1M
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-9.11K- 23.33% |
$1.53M - $1.7M
|
29.9K
$5.49M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.02K- 42.26% |
$1.52M - $1.68M
|
12.3K
$2.26M
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.62K- 54.94% |
$1.45M - $1.6M
|
7.07K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.56KClosed |
$1.44M - $1.59M
|
0
$0
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.37K- 3.02% |
$1.41M - $1.56M
|
269K
$49.3M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.6K- 28.91% |
$1.28M - $1.42M
|
18.7K
$3.43M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-7.56K- 50.46% |
$1.27M - $1.41M
|
7.42K
$1.36M
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-7.32K- 65.09% |
$1.23M - $1.36M
|
3.93K
$720K
|