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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-427- 22.51% |
$71.8K - $79.5K
|
1.47K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-409- 2.85% |
$68.8K - $76.2K
|
14K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-400- 1.99% |
$67.3K - $74.5K
|
19.7K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-396- 6.8% |
$66.6K - $73.7K
|
5.43K
$996K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-388- 3.79% |
$65.2K - $72.2K
|
9.85K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-372- 14.45% |
$62.6K - $69.3K
|
2.2K
$404K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-370- 6.18% |
$62.2K - $68.9K
|
5.61K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-365- 4.19% |
$61.4K - $68K
|
8.35K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-361- 2.83% |
$60.7K - $67.2K
|
12.4K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-360- 30.51% |
$60.5K - $67K
|
820
$150K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-357- 11.91% |
$60K - $66.5K
|
2.64K
$484K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-357- 11.91% |
$60K - $66.5K
|
2.64K
$484K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-342- 1.23% |
$57.5K - $63.7K
|
27.4K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-338- 0.93% |
$56.8K - $62.9K
|
36.1K
$6.63M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-327- 1.88% |
$55K - $60.9K
|
17.1K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-326- 6.15% |
$54.8K - $60.7K
|
4.98K
$913K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-325- 2.47% |
$54.7K - $60.5K
|
12.8K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-322- 3.99% |
$54.1K - $60K
|
7.76K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-306- 3.51% |
$51.5K - $57K
|
8.41K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-300- 10.25% |
$50.4K - $55.9K
|
2.63K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 10.83% |
$50.4K - $55.9K
|
2.47K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-299- 2.46% |
$50.3K - $55.7K
|
11.8K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-296- 9.26% |
$49.8K - $55.1K
|
2.9K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-292- 0.87% |
$49.1K - $54.4K
|
33.2K
$6.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-285- 15.97% |
$47.9K - $53.1K
|
1.5K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-281- 15.81% |
$47.3K - $52.3K
|
1.5K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-280- 12.94% |
$47.1K - $52.1K
|
1.88K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-271- 3.04% |
$45.6K - $50.5K
|
8.63K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-267- 6.64% |
$44.9K - $49.7K
|
3.76K
$689K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-267- 13.56% |
$44.9K - $49.7K
|
1.7K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-263- 4.08% |
$44.2K - $49K
|
6.18K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-256- 5.22% |
$43K - $47.7K
|
4.64K
$852K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-250- 15.52% |
$42K - $46.6K
|
1.36K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-242- 7.87% |
$40.7K - $45.1K
|
2.83K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-242- 3.85% |
$40.7K - $45.1K
|
6.04K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-241- 0.52% |
$40.5K - $44.9K
|
45.7K
$8.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-241- 15.48% |
$40.5K - $44.9K
|
1.32K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-240- 2.24% |
$40.4K - $44.7K
|
10.5K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-239- 6.58% |
$40.2K - $44.5K
|
3.39K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-236- 15.76% |
$39.7K - $43.9K
|
1.26K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-230- 2.65% |
$38.7K - $42.8K
|
8.46K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-228- 1.09% |
$38.3K - $42.5K
|
20.8K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-223- 2.3% |
$37.5K - $41.5K
|
9.45K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-218- 1.29% |
$36.7K - $40.6K
|
16.6K
$3.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-217- 13.73% |
$36.5K - $40.4K
|
1.36K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-215- 23.55% |
$36.2K - $40K
|
698
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-214- 2.59% |
$36K - $39.8K
|
8.03K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-213- 1.98% |
$35.8K - $39.7K
|
10.5K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-210- 42.42% |
$35.3K - $39.1K
|
285
$52.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-203- 0.99% |
$34.1K - $37.8K
|
20.4K
$3.73M
|