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 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.99K- 17.52% |
$1.18M - $1.3M
|
32.9K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.91K- 4.41% |
$1.16M - $1.29M
|
150K
$27.5M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.52K- 82.26% |
$1.1M - $1.21M
|
1.41K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6.34K- 28.71% |
$1.07M - $1.18M
|
15.7K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-6.33K- 7.71% |
$1.06M - $1.18M
|
75.7K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-6.27K- 35.08% |
$1.05M - $1.17M
|
11.6K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.23K- 61.85% |
$1.05M - $1.16M
|
3.84K
$705K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6.11K- 10.07% |
$1.03M - $1.14M
|
54.6K
$10M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.06K- 10.55% |
$1.02M - $1.13M
|
51.3K
$9.42M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-5.9K- 20.72% |
$992K - $1.1M
|
22.6K
$4.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-5.74K- 4.28% |
$965K - $1.07M
|
128K
$23.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.61K- 10.16% |
$943K - $1.04M
|
49.6K
$9.1M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.6K- 68.62% |
$942K - $1.04M
|
2.56K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-5.45K- 26.41% |
$916K - $1.01M
|
15.2K
$2.79M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.3K- 21.63% |
$892K - $987K
|
19.2K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.23K- 2.42% |
$879K - $974K
|
210K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.87K- 27.58% |
$818K - $906K
|
12.8K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.4K- 53.75% |
$740K - $820K
|
3.79K
$695K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.35K- 77.17% |
$731K - $810K
|
1.29K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.3K- 31.3% |
$724K - $801K
|
9.44K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4.21K- 3.6% |
$709K - $785K
|
113K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.21K- 1.44% |
$708K - $785K
|
289K
$53M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.19K- 62.11% |
$705K - $780K
|
2.56K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.18K- 6.65% |
$702K - $778K
|
58.6K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.16K- 15.18% |
$699K - $774K
|
23.2K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.1K- 52.91% |
$690K - $764K
|
3.65K
$670K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.07K- 3.88% |
$684K - $757K
|
101K
$18.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.04K- 20.32% |
$680K - $752K
|
15.8K
$2.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.99K- 24.62% |
$670K - $742K
|
12.2K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.94K- 5.71% |
$663K - $734K
|
65K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.88K- 43.73% |
$653K - $723K
|
5K
$917K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.81K- 44.6% |
$640K - $709K
|
4.73K
$867K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-3.72K- 5.51% |
$625K - $692K
|
63.8K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.58K- 46.73% |
$601K - $666K
|
4.08K
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.54K- 3.15% |
$595K - $659K
|
109K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.42K- 20.66% |
$575K - $636K
|
13.1K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.32K- 9.22% |
$558K - $617K
|
32.7K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.31K- 23.66% |
$556K - $616K
|
10.7K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.26K- 99.42% |
$549K - $608K
|
19
$3.49K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.21K- 7.55% |
$539K - $597K
|
39.2K
$7.2M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.11K- 0.25% |
$522K - $578K
|
1.25M
$230M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.01K- 2.2% |
$507K - $561K
|
134K
$24.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.01K- 0.61% |
$506K - $561K
|
492K
$90.2M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3K- 1.44% |
$504K - $558K
|
205K
$37.5M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.97K- 4.41% |
$499K - $553K
|
64.3K
$11.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.72K- 3.74% |
$458K - $507K
|
70K
$12.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.64K- 8.27% |
$444K - $491K
|
29.3K
$5.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.63K- 1.48% |
$442K - $490K
|
175K
$32.2M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.61K- 8.48% |
$438K - $485K
|
28.1K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2.42K- 8.14% |
$407K - $450K
|
27.3K
$5.01M
|