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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.46KClosed |
$181K - $212K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.44KClosed |
$178K - $209K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.41KClosed |
$174K - $205K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.4KClosed |
$173K - $204K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.4KClosed |
$173K - $203K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$129K - $152K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-766- 96.84% |
$94.6K - $111K
|
25
$4.54K
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-524Closed |
$64.7K - $76.1K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-157- 5.8% |
$19.4K - $22.8K
|
2.55K
$463K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-93- 3.97% |
$11.5K - $13.5K
|
2.25K
$408K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-72Closed |
$8.9K - $10.5K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-60Closed |
$7.41K - $8.71K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-52Closed |
$6.42K - $7.55K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-36Closed |
$4.45K - $5.23K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-25Closed |
$3.09K - $3.63K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3Closed |
$371 - $436
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2- 0.18% |
$247 - $290
|
1.14K
$207K
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-237KClosed |
$31.1M - $34.7M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-45.9KClosed |
$6.01M - $6.72M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23.9KClosed |
$3.13M - $3.5M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.7KClosed |
$353K - $395K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-2.67KClosed |
$349K - $390K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.03KClosed |
$265K - $296K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.95KClosed |
$255K - $285K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.93KClosed |
$253K - $283K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-318- 61.39% |
$41.6K - $46.5K
|
200
$36.3K
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-245- 6.75% |
$32.1K - $35.8K
|
3.38K
$614K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-169Closed |
$22.1K - $24.7K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-114Closed |
$14.9K - $16.7K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-73Closed |
$9.55K - $10.7K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-48Closed |
$6.28K - $7.02K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
CALL |
-194KClosed |
$25.6M - $27.5M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
SELL
|
- |
-25.1KClosed |
$3.31M - $3.57M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.01KClosed |
$265K - $286K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.79KClosed |
$235K - $253K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-729Closed |
$96K - $103K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-687Closed |
$90.5K - $97.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-661Closed |
$87.1K - $93.7K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-262Closed |
$34.5K - $37.1K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-45Closed |
$5.93K - $6.38K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-30- 1.74% |
$3.95K - $4.25K
|
1.69K
$307K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-980KClosed |
$121M - $130M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-980KClosed |
$121M - $130M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-7.3KClosed |
$898K - $971K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.93KClosed |
$238K - $257K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-727Closed |
$89.5K - $96.7K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-660Closed |
$81.2K - $87.8K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-275Closed |
$33.8K - $36.6K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-180Closed |
$22.2K - $23.9K
|
0
$0
|