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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-468- 16.29% |
$72.3K - $81.1K
|
2.41K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-461- 25.87% |
$71.3K - $79.8K
|
1.32K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-413- 21.74% |
$63.8K - $71.5K
|
1.49K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-403- 2.34% |
$62.3K - $69.8K
|
16.8K
$3.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-385- 2.5% |
$59.5K - $66.7K
|
15K
$2.73M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-335- 69.07% |
$51.8K - $58K
|
150
$27.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-315- 5.64% |
$48.7K - $54.6K
|
5.28K
$958K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-271- 20.25% |
$41.9K - $46.9K
|
1.07K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-248- 10.71% |
$38.3K - $43K
|
2.07K
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-232- 13.5% |
$35.9K - $40.2K
|
1.49K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-186- 4.33% |
$28.7K - $32.2K
|
4.11K
$746K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-141- 55.29% |
$21.8K - $24.4K
|
114
$20.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-140- 9.03% |
$21.6K - $24.2K
|
1.41K
$256K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 8.16% |
$16.2K - $18.2K
|
1.18K
$215K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-81- 65.32% |
$12.5K - $14K
|
43
$7.81K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-72- 2.29% |
$11.1K - $12.5K
|
3.08K
$559K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-55- 0.8% |
$8.5K - $9.53K
|
6.85K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-41- 2.49% |
$6.34K - $7.1K
|
1.61K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-37- 11.97% |
$5.72K - $6.41K
|
272
$49.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-26- 0.22% |
$4.02K - $4.5K
|
11.7K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-17- 0.56% |
$2.63K - $2.94K
|
2.99K
$543K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-12- 46.15% |
$1.85K - $2.08K
|
14
$2.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10- 0.43% |
$1.55K - $1.73K
|
2.29K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.23% |
$464 - $520
|
1.31K
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2- 0.08% |
$309 - $346
|
2.64K
$479K
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1- 0.02% |
$155 - $173
|
6.56K
$1.19M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-65K- 79.1% |
$9.4M - $10.8M
|
17.2K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-25.6K- 48.56% |
$3.71M - $4.24M
|
27.2K
$4.93M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-14.8K- 64.5% |
$2.14M - $2.45M
|
8.16K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-4.15K- 7.23% |
$600K - $687K
|
53.2K
$9.67M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.2K- 0.76% |
$463K - $530K
|
415K
$75.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-2.43K- 2.54% |
$351K - $402K
|
93.1K
$16.9M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.55K- 95.92% |
$224K - $256K
|
66
$12K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-347- 24.93% |
$50.2K - $57.4K
|
1.05K
$190K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-346- 15.92% |
$50K - $57.2K
|
1.83K
$332K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-311- 7.29% |
$45K - $51.5K
|
3.96K
$718K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-250- 6.51% |
$36.2K - $41.4K
|
3.59K
$652K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-210- 3.48% |
$30.4K - $34.7K
|
5.83K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-202- 7.11% |
$29.2K - $33.4K
|
2.64K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-195- 16.77% |
$28.2K - $32.3K
|
968
$176K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-179- 8.46% |
$25.9K - $29.6K
|
1.94K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-115- 87.79% |
$16.6K - $19K
|
16
$2.91K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-109- 6.02% |
$15.8K - $18K
|
1.7K
$309K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-75- 3.51% |
$10.8K - $12.4K
|
2.06K
$374K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-53- 68.83% |
$7.66K - $8.77K
|
24
$4.36K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10- 1.17% |
$1.45K - $1.65K
|
848
$154K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-8- 1.41% |
$1.16K - $1.32K
|
559
$101K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-7- 0.17% |
$1.01K - $1.16K
|
4.22K
$767K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.21% |
$578 - $662
|
1.94K
$353K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-49KClosed |
$6.26M - $7.26M
|
0
$0
|
|