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 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-755- 0.13% |
$123K - $135K
|
586K
$107M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-733- 0.74% |
$119K - $131K
|
98.3K
$18M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-708- 6.19% |
$115K - $127K
|
10.7K
$1.96M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-694- 1.12% |
$113K - $124K
|
61.3K
$11.2M
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-684- 10.69% |
$111K - $123K
|
5.71K
$1.04M
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-681- 3.42% |
$111K - $122K
|
19.2K
$3.52M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-679- 3.41% |
$110K - $122K
|
19.2K
$3.51M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-656- 17.5% |
$107K - $118K
|
3.09K
$565K
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-646- 0.45% |
$105K - $116K
|
143K
$26.1M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-625- 0.6% |
$102K - $112K
|
104K
$19M
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-619- 37.22% |
$101K - $111K
|
1.04K
$191K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-610- 0.74% |
$99.2K - $109K
|
81.7K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-608- 1.1% |
$98.9K - $109K
|
54.9K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-593- 26.0% |
$96.4K - $106K
|
1.69K
$308K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-578- 2.3% |
$94K - $104K
|
24.5K
$4.48M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-569- 21.4% |
$92.5K - $102K
|
2.09K
$382K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-551- 0.91% |
$89.6K - $98.8K
|
59.8K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-526- 19.4% |
$85.5K - $94.3K
|
2.19K
$399K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-526- 11.55% |
$85.5K - $94.3K
|
4.03K
$736K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-524- 20.86% |
$85.2K - $94K
|
1.99K
$363K
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-502- 1.42% |
$81.6K - $90K
|
34.9K
$6.37M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-491- 1.54% |
$79.9K - $88K
|
31.4K
$5.73M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-487- 2.32% |
$79.2K - $87.3K
|
20.5K
$3.75M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-480- 16.71% |
$78.1K - $86.1K
|
2.39K
$437K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-476- 3.29% |
$77.4K - $85.3K
|
14K
$2.55M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-473- 6.99% |
$76.9K - $84.8K
|
6.29K
$1.15M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-473- 0.47% |
$76.9K - $84.8K
|
101K
$18.4M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-466- 0.72% |
$75.8K - $83.6K
|
64.6K
$11.8M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-460- 9.22% |
$74.8K - $82.5K
|
4.53K
$828K
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-459- 1.57% |
$74.7K - $82.3K
|
28.8K
$5.26M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-446- 4.6% |
$72.5K - $80K
|
9.24K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-440- 3.95% |
$71.6K - $78.9K
|
10.7K
$1.96M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-434- 16.73% |
$70.6K - $77.8K
|
2.16K
$395K
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-416- 0.41% |
$67.7K - $74.6K
|
100K
$18.3M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-412- 1.17% |
$67K - $73.9K
|
34.8K
$6.35M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-411- 15.07% |
$66.8K - $73.7K
|
2.32K
$423K
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-406- 1.76% |
$66K - $72.8K
|
22.7K
$4.15M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-384- 20.85% |
$62.5K - $68.9K
|
1.46K
$266K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-371- 15.24% |
$60.3K - $66.5K
|
2.06K
$377K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-370- 1.16% |
$60.2K - $66.3K
|
31.7K
$5.78M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-359- 36.34% |
$58.4K - $64.4K
|
629
$115K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-349- 4.24% |
$56.8K - $62.6K
|
7.88K
$1.44M
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-342- 1.38% |
$55.6K - $61.3K
|
24.4K
$4.46M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-333- 7.98% |
$54.2K - $59.7K
|
3.84K
$701K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-329- 4.03% |
$53.5K - $59K
|
7.83K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-325- 4.18% |
$52.9K - $58.3K
|
7.46K
$1.36M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-321- 3.14% |
$52.2K - $57.6K
|
9.89K
$1.81M
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-316- 0.67% |
$51.4K - $56.7K
|
46.8K
$8.54M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-316- 1.74% |
$51.4K - $56.7K
|
17.9K
$3.27M
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-315- 3.09% |
$51.2K - $56.5K
|
9.87K
$1.8M
|