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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-4.95K- 65.8% |
$754K - $904K
|
2.57K
$500K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-4.3K- 58.92% |
$655K - $785K
|
3K
$582K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.63K- 13.23% |
$554K - $664K
|
23.8K
$4.63M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-3.32K- 48.59% |
$506K - $607K
|
3.51K
$683K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-3.03K- 62.89% |
$462K - $554K
|
1.79K
$348K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.98K- 41.25% |
$301K - $361K
|
2.82K
$547K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-1.62K- 50.36% |
$247K - $296K
|
1.6K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.53K- 18.63% |
$234K - $280K
|
6.7K
$1.3M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 7.17% |
$169K - $202K
|
14.3K
$2.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.06K- 40.27% |
$162K - $194K
|
1.58K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.03K- 7.75% |
$156K - $187K
|
12.2K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-902- 68.91% |
$137K - $165K
|
407
$79.1K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-859- 18.1% |
$131K - $157K
|
3.89K
$755K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-777- 24.65% |
$118K - $142K
|
2.38K
$462K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-680- 5.52% |
$104K - $124K
|
11.6K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-649- 14.73% |
$98.9K - $119K
|
3.76K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-615- 23.42% |
$93.7K - $112K
|
2.01K
$391K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-570- 3.79% |
$86.9K - $104K
|
14.5K
$2.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-525- 2.37% |
$80K - $96K
|
21.7K
$4.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-483- 12.33% |
$73.6K - $88.3K
|
3.43K
$667K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-429- 14.95% |
$65.4K - $78.4K
|
2.44K
$474K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-425- 5.62% |
$64.8K - $77.7K
|
7.14K
$1.39M
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-356- 1.58% |
$54.3K - $65.1K
|
22.2K
$4.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-341- 4.94% |
$52K - $62.3K
|
6.57K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 44.67% |
$46.6K - $55.9K
|
379
$73.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-300- 20.66% |
$45.7K - $54.8K
|
1.15K
$224K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-280- 0.56% |
$42.7K - $51.2K
|
49.7K
$9.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-273- 54.71% |
$41.6K - $49.9K
|
226
$43.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-252- 9.84% |
$38.4K - $46.1K
|
2.31K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-250- 13.28% |
$38.1K - $45.7K
|
1.63K
$317K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-220- 18.64% |
$33.5K - $40.2K
|
960
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-198- 51.7% |
$30.2K - $36.2K
|
185
$36K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-184- 0.38% |
$28K - $33.6K
|
48.9K
$9.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-161- 11.63% |
$24.5K - $29.4K
|
1.22K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-156- 11.76% |
$23.8K - $28.5K
|
1.17K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-145- 6.09% |
$22.1K - $26.5K
|
2.24K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-140- 5.77% |
$21.3K - $25.6K
|
2.29K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-132- 18.8% |
$20.1K - $24.1K
|
570
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 8.64% |
$19.8K - $23.8K
|
1.37K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-127- 29.53% |
$19.4K - $23.2K
|
303
$58.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-121- 1.55% |
$18.4K - $22.1K
|
7.67K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-108- 1.4% |
$16.5K - $19.7K
|
7.63K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-105- 8.05% |
$16K - $19.2K
|
1.2K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-105- 6.33% |
$16K - $19.2K
|
1.55K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-99- 3.37% |
$15.1K - $18.1K
|
2.84K
$551K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-82- 1.36% |
$12.5K - $15K
|
5.96K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-80- 15.66% |
$12.2K - $14.6K
|
431
$83.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-65- 73.86% |
$9.91K - $11.9K
|
23
$4.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-61- 3.58% |
$9.3K - $11.2K
|
1.64K
$319K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 2.53% |
$9.15K - $11K
|
2.31K
$448K
|
|