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 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-98.8K- 76.39% |
$16.6M - $18.4M
|
30.5K
$5.18M
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-82.8K- 85.63% |
$13.9M - $15.4M
|
13.9K
$2.36M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-34.8K- 23.5% |
$5.86M - $6.48M
|
113K
$19.2M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.6K- 19.72% |
$2.63M - $2.91M
|
63.6K
$10.8M
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 10.91% |
$2.59M - $2.86M
|
126K
$21.3M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11.1K- 10.18% |
$1.86M - $2.06M
|
97.5K
$16.5M
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.62K- 54.94% |
$1.45M - $1.6M
|
7.07K
$1.2M
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.34K- 4.95% |
$1.23M - $1.37M
|
141K
$23.9M
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-7.32K- 65.09% |
$1.23M - $1.36M
|
3.93K
$666K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.55K- 3.24% |
$1.1M - $1.22M
|
196K
$33.2M
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.87K- 6.09% |
$482K - $534K
|
44.2K
$7.49M
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.83K- 10.61% |
$475K - $526K
|
23.8K
$4.04M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.49K- 10.88% |
$418K - $463K
|
20.4K
$3.45M
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.78K- 10.6% |
$299K - $331K
|
15K
$2.55M
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 53.1% |
$294K - $326K
|
1.55K
$262K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.62K- 7.02% |
$272K - $301K
|
21.4K
$3.63M
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.61K- 0.98% |
$271K - $300K
|
162K
$27.5M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.34K- 29.78% |
$225K - $249K
|
3.15K
$535K
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.17K- 5.37% |
$197K - $218K
|
20.6K
$3.5M
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.03K- 3.65% |
$174K - $192K
|
27.3K
$4.63M
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.03K- 1.89% |
$173K - $191K
|
53.4K
$9.05M
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-881- 11.55% |
$148K - $164K
|
6.75K
$1.14M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-645- 3.86% |
$108K - $120K
|
16.1K
$2.73M
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-478- 6.44% |
$80.4K - $89K
|
6.94K
$1.18M
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-468- 17.7% |
$78.7K - $87.1K
|
2.18K
$369K
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-397- 0.67% |
$66.8K - $73.9K
|
58.6K
$9.94M
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-396- 6.8% |
$66.6K - $73.7K
|
5.43K
$921K
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-342- 2.48% |
$57.5K - $63.7K
|
13.5K
$2.28M
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-317- 4.1% |
$53.3K - $59K
|
7.42K
$1.26M
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-300- 10.83% |
$50.4K - $55.9K
|
2.47K
$419K
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-296- 9.26% |
$49.8K - $55.1K
|
2.9K
$492K
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-280- 12.94% |
$47.1K - $52.1K
|
1.88K
$319K
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-261- 1.91% |
$43.9K - $48.6K
|
13.4K
$2.27M
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-241- 0.52% |
$40.5K - $44.9K
|
45.7K
$7.75M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-241- 15.48% |
$40.5K - $44.9K
|
1.32K
$223K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-230- 2.65% |
$38.7K - $42.8K
|
8.46K
$1.44M
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-217- 13.73% |
$36.5K - $40.4K
|
1.36K
$231K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-215- 1.9% |
$36.2K - $40K
|
11.1K
$1.88M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 35.11% |
$28.8K - $31.8K
|
316
$53.6K
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-152- 8.97% |
$25.6K - $28.3K
|
1.54K
$262K
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-150- 9.12% |
$25.2K - $27.9K
|
1.5K
$254K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-125- 1.01% |
$21K - $23.3K
|
12.2K
$2.07M
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-101- 5.13% |
$17K - $18.8K
|
1.87K
$317K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-101- 0.51% |
$17K - $18.8K
|
19.9K
$3.37M
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-76- 3.07% |
$12.8K - $14.2K
|
2.4K
$407K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-70- 1.23% |
$11.8K - $13K
|
5.61K
$951K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-63- 2.34% |
$10.6K - $11.7K
|
2.63K
$447K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.5% |
$8.24K - $9.12K
|
9.67K
$1.64M
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.08% |
$6.56K - $7.26K
|
3.57K
$605K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-36- 1.84% |
$6.05K - $6.7K
|
1.92K
$326K
|