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 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.7K- 2.82% |
$602K - $663K
|
127K
$23.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.65K- 7.47% |
$593K - $654K
|
45.1K
$8.16M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.64K- 0.63% |
$592K - $653K
|
570K
$103M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.56K- 39.98% |
$578K - $637K
|
5.34K
$965K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.43K- 68.76% |
$557K - $614K
|
1.56K
$281K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.39K- 27.43% |
$552K - $608K
|
8.97K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.39K- 31.01% |
$551K - $608K
|
7.54K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.35K- 23.02% |
$545K - $600K
|
11.2K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.33K- 6.31% |
$541K - $597K
|
49.4K
$8.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-3.3K- 8.65% |
$537K - $592K
|
34.8K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.2K- 26.02% |
$521K - $574K
|
9.1K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.14K- 14.09% |
$510K - $562K
|
19.1K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.11K- 1.44% |
$506K - $558K
|
213K
$38.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.09K- 48.56% |
$503K - $555K
|
3.28K
$592K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.07K- 1.6% |
$499K - $551K
|
189K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.06K- 14.05% |
$497K - $548K
|
18.7K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3K- 44.12% |
$488K - $538K
|
3.8K
$687K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.93K- 24.22% |
$476K - $525K
|
9.16K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-2.79K- 45.06% |
$454K - $501K
|
3.4K
$616K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.7K- 2.28% |
$439K - $484K
|
115K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.7K- 14.84% |
$438K - $483K
|
15.5K
$2.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.64K- 7.26% |
$429K - $473K
|
33.7K
$6.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.63K- 5.69% |
$428K - $472K
|
43.6K
$7.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.56K- 43.52% |
$416K - $458K
|
3.32K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.54K- 22.65% |
$412K - $455K
|
8.66K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 23.64% |
$401K - $443K
|
7.97K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.39K- 89.53% |
$388K - $428K
|
279
$50.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.37K- 1.35% |
$386K - $425K
|
174K
$31.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 5.86% |
$379K - $417K
|
37.4K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.32K- 2.47% |
$377K - $416K
|
91.8K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.29K- 1.65% |
$373K - $411K
|
137K
$24.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-2.29K- 3.56% |
$372K - $410K
|
62K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.22K- 15.21% |
$361K - $398K
|
12.4K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.2K- 10.49% |
$357K - $394K
|
18.7K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.15K- 3.07% |
$349K - $385K
|
67.6K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-2.09K- 6.19% |
$340K - $374K
|
31.6K
$5.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.08K- 52.19% |
$338K - $372K
|
1.9K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.94K- 16.03% |
$316K - $349K
|
10.2K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.94K- 1.31% |
$315K - $347K
|
146K
$26.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-1.91K- 21.18% |
$310K - $342K
|
7.1K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.88K- 8.9% |
$306K - $338K
|
19.3K
$3.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.86K- 1.34% |
$303K - $334K
|
137K
$24.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.83K- 1.1% |
$298K - $328K
|
165K
$29.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.81K- 3.19% |
$294K - $324K
|
54.8K
$9.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.79K- 6.55% |
$291K - $321K
|
25.6K
$4.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.75K- 53.26% |
$284K - $313K
|
1.53K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.74K- 66.41% |
$283K - $312K
|
879
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.71K- 10.49% |
$278K - $306K
|
14.6K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.71K- 5.43% |
$278K - $306K
|
29.8K
$5.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.6K- 3.55% |
$260K - $287K
|
43.5K
$7.86M
|