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 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.4K- 44.06% |
$403K - $446K
|
3.04K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.39K- 2.16% |
$403K - $446K
|
108K
$19.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.38K- 85.09% |
$400K - $443K
|
417
$76.5K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.38K- 5.53% |
$400K - $442K
|
40.6K
$7.44M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.35K- 2.6% |
$395K - $437K
|
88.1K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.31K- 1.78% |
$388K - $430K
|
127K
$23.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.31K- 7.95% |
$388K - $429K
|
26.7K
$4.9M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.18K- 0.36% |
$366K - $405K
|
597K
$110M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.16K- 8.79% |
$363K - $401K
|
22.4K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 2.73% |
$350K - $388K
|
74.1K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.99K- 19.77% |
$335K - $371K
|
8.09K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.95K- 17.25% |
$328K - $364K
|
9.37K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.92K- 5.87% |
$323K - $358K
|
30.8K
$5.66M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-1.87K- 8.15% |
$314K - $348K
|
21K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.79K- 1.82% |
$302K - $334K
|
97K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.79K- 5.61% |
$301K - $333K
|
30.1K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.74K- 32.44% |
$292K - $324K
|
3.62K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.73K- 8.49% |
$292K - $323K
|
18.7K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-1.71K- 33.04% |
$287K - $318K
|
3.46K
$635K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.64K- 39.67% |
$275K - $304K
|
2.49K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.59K- 57.05% |
$268K - $296K
|
1.2K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.59K- 1.89% |
$267K - $295K
|
82.3K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.58K- 5.18% |
$266K - $295K
|
29K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.52K- 15.79% |
$256K - $284K
|
8.13K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 77.57% |
$245K - $272K
|
422
$77.4K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.43K- 45.28% |
$240K - $266K
|
1.73K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.39K- 2.91% |
$233K - $258K
|
46.3K
$8.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.38K- 7.99% |
$231K - $256K
|
15.8K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.37K- 48.47% |
$230K - $254K
|
1.45K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.36K- 28.79% |
$229K - $254K
|
3.37K
$618K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.34K- 2.94% |
$225K - $250K
|
44.3K
$8.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.34K- 37.31% |
$225K - $250K
|
2.25K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.33K- 8.14% |
$223K - $247K
|
15K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.3K- 3.19% |
$219K - $243K
|
39.5K
$7.25M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.26K- 23.53% |
$212K - $234K
|
4.09K
$750K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.21K- 1.25% |
$204K - $226K
|
95.7K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.2K- 1.62% |
$201K - $223K
|
72.8K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.18K- 3.96% |
$198K - $220K
|
28.6K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.13K- 1.14% |
$190K - $210K
|
98.1K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.12K- 11.18% |
$187K - $208K
|
8.86K
$1.63M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.11K- 2.31% |
$187K - $207K
|
47K
$8.63M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.09K- 42.2% |
$183K - $203K
|
1.49K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.05K- 0.8% |
$176K - $195K
|
130K
$23.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.03K- 3.65% |
$174K - $192K
|
27.3K
$5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.02K- 0.04% |
$172K - $190K
|
2.69M
$493M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-996- 17.14% |
$167K - $185K
|
4.82K
$883K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-981- 1.74% |
$165K - $183K
|
55.5K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-955- 12.8% |
$161K - $178K
|
6.51K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-949- 14.21% |
$160K - $177K
|
5.73K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-944- 3.32% |
$159K - $176K
|
27.5K
$5.05M
|