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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-315- 1.42% |
$51.2K - $56.5K
|
21.9K
$4M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-314- 20.01% |
$51.1K - $56.3K
|
1.26K
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-307- 2.74% |
$49.9K - $55K
|
10.9K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-286- 8.38% |
$46.5K - $51.3K
|
3.13K
$572K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-280- 5.29% |
$45.5K - $50.2K
|
5.01K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-279- 5.34% |
$45.4K - $50K
|
4.95K
$904K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-278- 18.65% |
$45.2K - $49.8K
|
1.21K
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-278- 2.38% |
$45.2K - $49.8K
|
11.4K
$2.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-271- 17.29% |
$44.1K - $48.6K
|
1.3K
$237K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-269- 3.77% |
$43.8K - $48.2K
|
6.87K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-269- 3.38% |
$43.8K - $48.2K
|
7.69K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-264- 0.5% |
$42.9K - $47.3K
|
52.4K
$9.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-262- 3.56% |
$42.6K - $47K
|
7.1K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-253- 7.88% |
$41.1K - $45.4K
|
2.96K
$540K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-252- 11.7% |
$41K - $45.2K
|
1.9K
$347K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-245- 12.13% |
$39.8K - $43.9K
|
1.77K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-243- 1.9% |
$39.5K - $43.6K
|
12.5K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-242- 0.22% |
$39.4K - $43.4K
|
111K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-240- 4.3% |
$39K - $43K
|
5.34K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-235- 6.46% |
$38.2K - $42.1K
|
3.4K
$621K
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-233- 1.69% |
$37.9K - $41.8K
|
13.6K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-233- 1.54% |
$37.9K - $41.8K
|
14.9K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-232- 1.06% |
$37.7K - $41.6K
|
21.6K
$3.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-231- 7.28% |
$37.6K - $41.4K
|
2.94K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-223- 7.5% |
$36.3K - $40K
|
2.75K
$503K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-217- 3.1% |
$35.3K - $38.9K
|
6.77K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-213- 2.4% |
$34.6K - $38.2K
|
8.64K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-210- 19.41% |
$34.2K - $37.7K
|
872
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-208- 4.42% |
$33.8K - $37.3K
|
4.5K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-207- 1.47% |
$33.7K - $37.1K
|
13.9K
$2.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-205- 1.67% |
$33.3K - $36.8K
|
12.1K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-200- 1.33% |
$32.5K - $35.9K
|
14.9K
$2.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-198- 0.24% |
$32.2K - $35.5K
|
82.2K
$15M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-198- 3.3% |
$32.2K - $35.5K
|
5.8K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-195- 0.87% |
$31.7K - $35K
|
22.3K
$4.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-194- 2.51% |
$31.6K - $34.8K
|
7.53K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-186- 1.62% |
$30.3K - $33.3K
|
11.3K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-185- 5.92% |
$30.1K - $33.2K
|
2.94K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-185- 5.51% |
$30.1K - $33.2K
|
3.17K
$579K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-185- 11.61% |
$30.1K - $33.2K
|
1.41K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-185- 1.98% |
$30.1K - $33.2K
|
9.16K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-181- 9.65% |
$29.4K - $32.5K
|
1.7K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-178- 10.61% |
$28.9K - $31.9K
|
1.5K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-177- 9.78% |
$28.8K - $31.7K
|
1.63K
$298K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-176- 11.98% |
$28.6K - $31.6K
|
1.29K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-174- 2.91% |
$28.3K - $31.2K
|
5.81K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-174- 0.03% |
$28.3K - $31.2K
|
614K
$112M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-171- 0.68% |
$27.8K - $30.7K
|
25.1K
$4.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-171- 1.45% |
$27.8K - $30.7K
|
11.6K
$2.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-169- 4.19% |
$27.5K - $30.3K
|
3.86K
$706K
|