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 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-168- 0.87% |
$27.3K - $30.1K
|
19.2K
$3.51M
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-162- 10.35% |
$26.3K - $29K
|
1.4K
$256K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-161- 3.63% |
$26.2K - $28.9K
|
4.27K
$780K
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-157- 0.09% |
$25.5K - $28.2K
|
168K
$30.7M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-157- 0.94% |
$25.5K - $28.2K
|
16.6K
$3.04M
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-155- 0.8% |
$25.2K - $27.8K
|
19.2K
$3.51M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-152- 9.45% |
$24.7K - $27.3K
|
1.46K
$266K
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-146- 0.16% |
$23.7K - $26.2K
|
91K
$16.6M
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-145- 0.53% |
$23.6K - $26K
|
27.1K
$4.94M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-144- 1.09% |
$23.4K - $25.8K
|
13K
$2.38M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 18.39% |
$23.1K - $25.5K
|
630
$115K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-140- 5.79% |
$22.8K - $25.1K
|
2.28K
$416K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-136- 1.39% |
$22.1K - $24.4K
|
9.63K
$1.76M
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-135- 6.91% |
$22K - $24.2K
|
1.82K
$332K
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-129- 2.22% |
$21K - $23.1K
|
5.67K
$1.04M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-127- 0.05% |
$20.7K - $22.8K
|
246K
$45M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-127- 2.3% |
$20.7K - $22.8K
|
5.39K
$984K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-124- 0.32% |
$20.2K - $22.2K
|
38K
$6.95M
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-123- 0.17% |
$20K - $22.1K
|
73.6K
$13.4M
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-122- 0.58% |
$19.8K - $21.9K
|
20.8K
$3.8M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-117- 0.32% |
$19K - $21K
|
36.5K
$6.67M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-117- 0.17% |
$19K - $21K
|
70.3K
$12.8M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-114- 0.73% |
$18.5K - $20.4K
|
15.5K
$2.84M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-114- 1.05% |
$18.5K - $20.4K
|
10.8K
$1.97M
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-111- 1.14% |
$18.1K - $19.9K
|
9.61K
$1.76M
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-111- 8.87% |
$18.1K - $19.9K
|
1.14K
$208K
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-109- 46.98% |
$17.7K - $19.5K
|
123
$22.5K
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-97- 4.3% |
$15.8K - $17.4K
|
2.16K
$394K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-97- 4.3% |
$15.8K - $17.4K
|
2.16K
$394K
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-96- 1.93% |
$15.6K - $17.2K
|
4.87K
$891K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-96- 0.51% |
$15.6K - $17.2K
|
18.6K
$3.41M
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-93- 0.72% |
$15.1K - $16.7K
|
12.9K
$2.35M
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-93- 1.14% |
$15.1K - $16.7K
|
8.04K
$1.47M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-92- 1.04% |
$15K - $16.5K
|
8.76K
$1.6M
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-92- 0.8% |
$15K - $16.5K
|
11.5K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-91- 3.12% |
$14.8K - $16.3K
|
2.83K
$517K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-90- 3.56% |
$14.6K - $16.1K
|
2.44K
$446K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-89- 0.71% |
$14.5K - $16K
|
12.4K
$2.27M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-83- 2.2% |
$13.5K - $14.9K
|
3.68K
$673K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-82- 35.34% |
$13.3K - $14.7K
|
150
$27.4K
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-81- 1.32% |
$13.2K - $14.5K
|
6.07K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-78- 1.65% |
$12.7K - $14K
|
4.64K
$848K
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-77- 0.78% |
$12.5K - $13.8K
|
9.77K
$1.79M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-75- 1.49% |
$12.2K - $13.4K
|
4.94K
$903K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-72- 0.87% |
$11.7K - $12.9K
|
8.18K
$1.49M
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-67- 0.4% |
$10.9K - $12K
|
16.5K
$3.01M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-65- 0.54% |
$10.6K - $11.7K
|
12.1K
$2.21M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-64- 2.58% |
$10.4K - $11.5K
|
2.42K
$442K
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-63- 5.22% |
$10.2K - $11.3K
|
1.14K
$209K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-63- 0.43% |
$10.2K - $11.3K
|
14.7K
$2.69M
|