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 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.71K- 5.43% |
$278K - $306K
|
29.8K
$5.51M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.6K- 3.55% |
$260K - $287K
|
43.5K
$8.06M
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.6K- 1.3% |
$260K - $286K
|
121K
$22.5M
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.51K- 1.9% |
$246K - $271K
|
78K
$14.5M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.5K- 10.34% |
$244K - $269K
|
13K
$2.41M
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.49K- 5.05% |
$242K - $267K
|
27.9K
$5.18M
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.46K- 55.25% |
$238K - $262K
|
1.19K
$220K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 7.52% |
$237K - $262K
|
17.9K
$3.32M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.42K- 81.65% |
$232K - $255K
|
320
$59.3K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.41K- 1.04% |
$229K - $252K
|
134K
$24.8M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.39K- 23.2% |
$225K - $248K
|
4.59K
$850K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 1.98% |
$218K - $240K
|
66.2K
$12.3M
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 3.28% |
$217K - $239K
|
39.3K
$7.28M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.59% |
$211K - $233K
|
34.9K
$6.46M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.29K- 5.9% |
$209K - $231K
|
20.5K
$3.8M
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.28K- 2.69% |
$209K - $230K
|
46.4K
$8.6M
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.28K- 45.04% |
$208K - $230K
|
1.56K
$289K
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.27K- 46.76% |
$206K - $228K
|
1.45K
$268K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.24K- 2.41% |
$201K - $221K
|
50.1K
$9.28M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.23K- 4.63% |
$201K - $221K
|
25.4K
$4.71M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.23K- 3.5% |
$201K - $221K
|
34K
$6.3M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.19K- 28.57% |
$193K - $213K
|
2.97K
$549K
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.18K- 17.56% |
$192K - $212K
|
5.54K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.18K- 26.82% |
$191K - $211K
|
3.21K
$595K
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.17K- 2.59% |
$190K - $210K
|
43.9K
$8.14M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 5.44% |
$190K - $209K
|
20.3K
$3.77M
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.12K- 3.83% |
$182K - $201K
|
28.2K
$5.22M
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.11K- 5.94% |
$181K - $199K
|
17.6K
$3.26M
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 4.18% |
$180K - $199K
|
25.4K
$4.7M
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.1K- 0.94% |
$180K - $198K
|
116K
$21.6M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.08K- 2.36% |
$176K - $194K
|
44.7K
$8.29M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.07K- 1.02% |
$174K - $192K
|
104K
$19.3M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.07K- 43.92% |
$174K - $192K
|
1.37K
$253K
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.07K- 14.5% |
$174K - $191K
|
6.3K
$1.17M
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.05K- 2.65% |
$171K - $188K
|
38.7K
$7.17M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.03K- 4.08% |
$167K - $184K
|
24.1K
$4.46M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-988- 1.0% |
$161K - $177K
|
97.9K
$18.1M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-973- 0.93% |
$158K - $174K
|
103K
$19.1M
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-942- 0.28% |
$153K - $169K
|
338K
$62.7M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-928- 0.23% |
$151K - $166K
|
398K
$73.8M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-924- 0.67% |
$150K - $166K
|
136K
$25.2M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-917- 23.4% |
$149K - $164K
|
3K
$556K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-916- 3.67% |
$149K - $164K
|
24.1K
$4.46M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-913- 3.34% |
$148K - $164K
|
26.5K
$4.9M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-873- 0.18% |
$142K - $157K
|
491K
$91M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-856- 12.56% |
$139K - $153K
|
5.96K
$1.1M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-840- 1.23% |
$137K - $151K
|
67.6K
$12.5M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-817- 3.67% |
$133K - $146K
|
21.4K
$3.97M
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-802- 2.7% |
$130K - $144K
|
28.9K
$5.36M
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-801- 3.96% |
$130K - $144K
|
19.4K
$3.6M
|