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 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-59- 3.3% |
$9.6K - $10.6K
|
1.73K
$316K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-58- 24.37% |
$9.43K - $10.4K
|
180
$32.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-57- 4.68% |
$9.27K - $10.2K
|
1.16K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-56- 1.05% |
$9.11K - $10K
|
5.29K
$967K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-55- 1.31% |
$8.95K - $9.86K
|
4.15K
$759K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-55- 3.29% |
$8.95K - $9.86K
|
1.62K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-54- 0.21% |
$8.78K - $9.68K
|
25.6K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-53- 1.32% |
$8.62K - $9.5K
|
3.97K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-53- 1.16% |
$8.62K - $9.5K
|
4.52K
$826K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-50- 11.11% |
$8.13K - $8.97K
|
400
$73.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 7.5% |
$7.97K - $8.79K
|
604
$110K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-49- 3.53% |
$7.97K - $8.79K
|
1.34K
$245K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-49- 0.59% |
$7.97K - $8.79K
|
8.23K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-48- 3.18% |
$7.81K - $8.61K
|
1.46K
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-47- 0.47% |
$7.64K - $8.43K
|
9.87K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-47- 2.52% |
$7.64K - $8.43K
|
1.82K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-46- 16.25% |
$7.48K - $8.25K
|
237
$43.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-45- 0.74% |
$7.32K - $8.07K
|
6K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-44- 12.12% |
$7.16K - $7.89K
|
319
$58.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-44- 3.26% |
$7.16K - $7.89K
|
1.3K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-38- 2.12% |
$6.18K - $6.81K
|
1.76K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38- 3.11% |
$6.18K - $6.81K
|
1.18K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 0.96% |
$5.53K - $6.1K
|
3.5K
$640K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-32- 4.25% |
$5.2K - $5.74K
|
721
$132K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-32- 0.18% |
$5.2K - $5.74K
|
17.8K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-31- 5.25% |
$5.04K - $5.56K
|
559
$102K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-31- 1.03% |
$5.04K - $5.56K
|
2.97K
$542K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 28.16% |
$4.72K - $5.2K
|
74
$13.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-28- 0.78% |
$4.55K - $5.02K
|
3.55K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-27- 0.06% |
$4.39K - $4.84K
|
42K
$7.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-27- 2.16% |
$4.39K - $4.84K
|
1.23K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25- 0.94% |
$4.07K - $4.48K
|
2.65K
$484K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 0.4% |
$4.07K - $4.48K
|
6.28K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-25- 0.36% |
$4.07K - $4.48K
|
6.96K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23- 1.19% |
$3.74K - $4.12K
|
1.92K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-23- 0.86% |
$3.74K - $4.12K
|
2.64K
$483K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-23- 1.55% |
$3.74K - $4.12K
|
1.47K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-19- 0.62% |
$3.09K - $3.41K
|
3.06K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-18- 0.61% |
$2.93K - $3.23K
|
2.93K
$534K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-18- 4.22% |
$2.93K - $3.23K
|
409
$74.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-15- 1.08% |
$2.44K - $2.69K
|
1.37K
$251K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.24% |
$2.28K - $2.51K
|
5.83K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-13- 0.84% |
$2.11K - $2.33K
|
1.53K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-13- 0.6% |
$2.11K - $2.33K
|
2.16K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-12- 0.3% |
$1.95K - $2.15K
|
3.98K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 0.65% |
$1.63K - $1.79K
|
1.54K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10- 0.01% |
$1.63K - $1.79K
|
77.9K
$14.2M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10- 0.34% |
$1.63K - $1.79K
|
2.95K
$539K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8- 0.36% |
$1.3K - $1.43K
|
2.19K
$400K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8- 0.3% |
$1.3K - $1.43K
|
2.64K
$483K
|