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 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8- 3.07% |
$1.3K - $1.43K
|
253
$45.8K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.08% |
$1.14K - $1.26K
|
8.71K
$1.58M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-6- 54.55% |
$976 - $1.08K
|
5
$904
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.17% |
$813 - $897
|
2.88K
$520K
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$813 - $897
|
3.72K
$672K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1- -0.0% |
$163 - $179
|
33.1K
$5.99M
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 1.96% |
$163 - $179
|
50
$9.04K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-189K- 72.68% |
$29.3M - $32.8M
|
71.2K
$12.9M
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-15.9K- 15.35% |
$2.45M - $2.75M
|
87.5K
$15.8M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-14.3K- 77.45% |
$2.21M - $2.48M
|
4.17K
$755K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.6K- 95.64% |
$2.1M - $2.36M
|
621
$112K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-13.4K- 38.87% |
$2.06M - $2.31M
|
21K
$3.8M
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9K- 11.26% |
$1.39M - $1.56M
|
70.9K
$12.8M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.86K- 5.13% |
$1.06M - $1.19M
|
127K
$22.9M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-4.09K- 93.35% |
$631K - $707K
|
291
$52.6K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.63K- 38.65% |
$406K - $455K
|
4.17K
$754K
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-2.63K- 3.82% |
$406K - $455K
|
66.1K
$11.9M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.45K- 63.35% |
$379K - $425K
|
1.42K
$257K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.17K- 67.54% |
$336K - $377K
|
1.05K
$189K
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.15K- 6.59% |
$332K - $372K
|
30.5K
$5.51M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.24K- 39.69% |
$191K - $214K
|
1.88K
$340K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-855- 21.62% |
$132K - $148K
|
3.1K
$561K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-688- 92.72% |
$106K - $119K
|
54
$9.77K
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-503- 7.95% |
$77.7K - $87.1K
|
5.82K
$1.05M
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-468- 16.29% |
$72.3K - $81.1K
|
2.41K
$435K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-461- 25.87% |
$71.3K - $79.8K
|
1.32K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-431- 26.0% |
$66.6K - $74.6K
|
1.23K
$222K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-413- 21.74% |
$63.8K - $71.5K
|
1.49K
$269K
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-403- 2.34% |
$62.3K - $69.8K
|
16.8K
$3.04M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-385- 2.5% |
$59.5K - $66.7K
|
15K
$2.72M
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-335- 69.07% |
$51.8K - $58K
|
150
$27.1K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-315- 5.64% |
$48.7K - $54.6K
|
5.28K
$954K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-271- 20.25% |
$41.9K - $46.9K
|
1.07K
$193K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-248- 10.71% |
$38.3K - $43K
|
2.07K
$374K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-232- 13.5% |
$35.9K - $40.2K
|
1.49K
$269K
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-210- 7.44% |
$32.5K - $36.4K
|
2.61K
$472K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-205- 2.4% |
$31.7K - $35.5K
|
8.32K
$1.5M
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-186- 4.33% |
$28.7K - $32.2K
|
4.11K
$744K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-176- 16.06% |
$27.2K - $30.5K
|
920
$166K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-141- 55.29% |
$21.8K - $24.4K
|
114
$20.6K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-140- 9.03% |
$21.6K - $24.2K
|
1.41K
$255K
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-120- 8.87% |
$18.5K - $20.8K
|
1.23K
$223K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-105- 21.0% |
$16.2K - $18.2K
|
395
$71.4K
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 8.16% |
$16.2K - $18.2K
|
1.18K
$214K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 6.44% |
$15.5K - $17.3K
|
1.45K
$263K
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-85- 3.26% |
$13.1K - $14.7K
|
2.52K
$456K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-81- 65.32% |
$12.5K - $14K
|
43
$7.78K
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-72- 2.29% |
$11.1K - $12.5K
|
3.08K
$556K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-71- 6.1% |
$11K - $12.3K
|
1.09K
$198K
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-55- 0.8% |
$8.5K - $9.53K
|
6.85K
$1.24M
|