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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-40.7K- 99.64% |
$5.19M - $6.02M
|
147
$26.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-14.1K- 13.38% |
$1.8M - $2.09M
|
91.4K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.59K- 62.71% |
$586K - $680K
|
2.73K
$496K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-4.3K- 12.88% |
$549K - $637K
|
29.1K
$5.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-3.06K- 92.15% |
$391K - $453K
|
261
$47.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.48K- 19.63% |
$317K - $367K
|
10.2K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.99KClosed |
$254K - $295K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-1.09K- 3.35% |
$140K - $162K
|
31.5K
$5.72M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-550- 22.76% |
$70.2K - $81.4K
|
1.87K
$339K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-330- 5.41% |
$42.1K - $48.8K
|
5.77K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-201- 41.96% |
$25.7K - $29.7K
|
278
$50.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-181- 3.13% |
$23.1K - $26.8K
|
5.61K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-170- 3.91% |
$21.7K - $25.2K
|
4.18K
$758K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-142- 10.57% |
$18.1K - $21K
|
1.2K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-138- 93.88% |
$17.6K - $20.4K
|
9
$1.63K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-132- 8.09% |
$16.9K - $19.5K
|
1.5K
$272K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-130- 14.07% |
$16.6K - $19.2K
|
794
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-95- 14.29% |
$12.1K - $14.1K
|
570
$103K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-44- 4.96% |
$5.62K - $6.51K
|
843
$153K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10- 14.71% |
$1.28K - $1.48K
|
58
$10.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.28% |
$1.28K - $1.48K
|
3.62K
$657K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-9- 34.62% |
$1.15K - $1.33K
|
17
$3.09K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-8- 0.26% |
$1.02K - $1.18K
|
3.05K
$554K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5- 0.07% |
$638 - $740
|
6.99K
$1.27M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-51.9K- 24.27% |
$6.79M - $7.26M
|
162K
$29.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-25K- 17.98% |
$3.27M - $3.5M
|
114K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.25K- 38.16% |
$948K - $1.01M
|
11.7K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-4.1K- 4.21% |
$536K - $573K
|
93.3K
$16.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.69K- 3.94% |
$351K - $376K
|
65.4K
$11.9M
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.56KClosed |
$204K - $218K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-800- 15.09% |
$105K - $112K
|
4.5K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-519- 84.39% |
$67.9K - $72.6K
|
96
$17.4K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-278- 87.42% |
$36.4K - $38.9K
|
40
$7.26K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-69- 25.46% |
$9.02K - $9.66K
|
202
$36.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-35- 0.58% |
$4.58K - $4.9K
|
6.05K
$1.1M
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-69.1K- 47.41% |
$8.43M - $9.32M
|
76.7K
$13.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-15.7K- 47.71% |
$1.92M - $2.12M
|
17.2K
$3.13M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7.17K- 99.72% |
$874K - $967K
|
20
$3.63K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.01K- 17.85% |
$733K - $811K
|
27.7K
$5.02M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.59K- 40.08% |
$193K - $214K
|
2.37K
$430K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.15K- 24.16% |
$141K - $155K
|
3.62K
$657K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-514- 1.59% |
$62.7K - $69.3K
|
31.8K
$5.77M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500- 91.07% |
$61K - $67.4K
|
49
$8.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-424- 14.62% |
$51.7K - $57.2K
|
2.48K
$450K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21.7K- 92.88% |
$2.46M - $2.74M
|
1.66K
$302K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.8K- 86.07% |
$1.79M - $1.99M
|
2.56K
$464K
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-6.05K- 78.78% |
$685K - $764K
|
1.63K
$296K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.37K- 49.67% |
$382K - $425K
|
3.42K
$620K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.06K- 92.16% |
$233K - $260K
|
175
$31.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.03K- 53.57% |
$230K - $256K
|
1.76K
$320K
|
|