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 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-924- 41.9% |
$155K - $172K
|
1.28K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-901- 23.83% |
$152K - $168K
|
2.88K
$528K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-881- 11.55% |
$148K - $164K
|
6.75K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-877- 5.78% |
$147K - $163K
|
14.3K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-868- 6.88% |
$146K - $162K
|
11.7K
$2.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-864- 0.84% |
$145K - $161K
|
102K
$18.7M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-839- 3.09% |
$141K - $156K
|
26.3K
$4.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-830- 9.37% |
$140K - $155K
|
8.02K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-812- 3.01% |
$137K - $151K
|
26.2K
$4.81M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-806- 2.83% |
$136K - $150K
|
27.6K
$5.07M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-803- 21.15% |
$135K - $150K
|
2.99K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-772- 7.81% |
$130K - $144K
|
9.12K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-715- 23.36% |
$120K - $133K
|
2.35K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-707- 55.49% |
$119K - $132K
|
567
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-699- 1.21% |
$118K - $130K
|
57.1K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-683- 0.37% |
$115K - $127K
|
186K
$34.2M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-674- 1.19% |
$113K - $126K
|
55.9K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-671- 0.89% |
$113K - $125K
|
74.4K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-659- 2.25% |
$111K - $123K
|
28.7K
$5.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-657- 5.02% |
$110K - $122K
|
12.4K
$2.28M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-654- 10.44% |
$110K - $122K
|
5.61K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-647- 99.54% |
$109K - $120K
|
3
$550
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-646- 0.68% |
$109K - $120K
|
94.6K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-645- 3.86% |
$108K - $120K
|
16.1K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-643- 28.51% |
$108K - $120K
|
1.61K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-635- 27.51% |
$107K - $118K
|
1.67K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-632- 5.9% |
$106K - $118K
|
10.1K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-617- 0.89% |
$104K - $115K
|
68.6K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-608- 12.81% |
$102K - $113K
|
4.14K
$759K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-603- 7.23% |
$101K - $112K
|
7.74K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-580- 15.54% |
$97.5K - $108K
|
3.15K
$578K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-573- 40.64% |
$96.4K - $107K
|
837
$154K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-569- 2.24% |
$95.7K - $106K
|
24.8K
$4.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-566- 6.19% |
$95.2K - $105K
|
8.59K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-560- 9.35% |
$94.2K - $104K
|
5.43K
$996K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-553- 2.11% |
$93K - $103K
|
25.7K
$4.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-552- 1.19% |
$92.8K - $103K
|
45.8K
$8.39M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-543- 24.39% |
$91.3K - $101K
|
1.68K
$309K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-530- 12.54% |
$89.1K - $98.7K
|
3.7K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-527- 2.72% |
$88.6K - $98.1K
|
18.8K
$3.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-515- 6.52% |
$86.6K - $95.9K
|
7.38K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-504- 1.11% |
$84.8K - $93.8K
|
44.9K
$8.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-495- 20.42% |
$83.2K - $92.2K
|
1.93K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-477- 2.76% |
$80.2K - $88.8K
|
16.8K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-471- 1.23% |
$79.2K - $87.7K
|
37.8K
$6.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-468- 17.7% |
$78.7K - $87.1K
|
2.18K
$399K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-466- 5.1% |
$78.4K - $86.8K
|
8.66K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-455- 0.75% |
$76.5K - $84.7K
|
60.4K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-452- 6.6% |
$76K - $84.2K
|
6.4K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-441- 1.28% |
$74.2K - $82.1K
|
34K
$6.24M
|