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 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-72- 9.59% |
$12.1K - $13.4K
|
679
$132K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-71- 4.5% |
$11.9K - $13.2K
|
1.51K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-53- 4.26% |
$8.91K - $9.87K
|
1.19K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-37- 92.5% |
$6.22K - $6.89K
|
3
$583
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-37- 20.79% |
$6.22K - $6.89K
|
141
$27.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-29- 1.21% |
$4.88K - $5.4K
|
2.36K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-25- 0.93% |
$4.2K - $4.66K
|
2.67K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-14- 2.45% |
$2.35K - $2.61K
|
558
$108K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-12- 0.78% |
$2.02K - $2.23K
|
1.53K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3- 0.17% |
$504 - $559
|
1.8K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2- 0.66% |
$336 - $372
|
300
$58.3K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-401K- 56.02% |
$70.8M - $75M
|
315K
$61.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25.2K- 1.81% |
$4.45M - $4.71M
|
1.36M
$265M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.5K- 92.29% |
$4.14M - $4.39M
|
1.96K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-18.4K- 18.22% |
$3.24M - $3.43M
|
82.5K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-16.1K- 62.4% |
$2.84M - $3.01M
|
9.7K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.46K- 76.14% |
$1.67M - $1.77M
|
2.97K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.35K- 56.69% |
$943K - $999K
|
4.08K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.02K- 99.7% |
$709K - $751K
|
12
$2.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.18K- 61.7% |
$560K - $594K
|
1.97K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.17K- 48.34% |
$384K - $406K
|
2.32K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 2.51% |
$314K - $333K
|
69.2K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-984- 46.11% |
$174K - $184K
|
1.15K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-837- 39.54% |
$148K - $156K
|
1.28K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-311- 24.0% |
$54.9K - $58.1K
|
985
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-256- 3.95% |
$45.2K - $47.8K
|
6.23K
$1.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-240- 51.5% |
$42.3K - $44.9K
|
226
$43.9K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-235- 1.73% |
$41.5K - $43.9K
|
13.3K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-230- 97.05% |
$40.6K - $43K
|
7
$1.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-175- 12.33% |
$30.9K - $32.7K
|
1.24K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-98- 2.04% |
$17.3K - $18.3K
|
4.7K
$913K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-70- 13.86% |
$12.3K - $13.1K
|
435
$84.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-64- 5.19% |
$11.3K - $12K
|
1.17K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-47- 0.75% |
$8.29K - $8.78K
|
6.23K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-45- 3.07% |
$7.94K - $8.41K
|
1.42K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-28- 1.72% |
$4.94K - $5.23K
|
1.6K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 4.05% |
$2.82K - $2.99K
|
379
$73.7K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-14- 0.88% |
$2.47K - $2.62K
|
1.58K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 25.0% |
$706 - $748
|
12
$2.33K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4- 0.98% |
$706 - $748
|
405
$78.7K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-557K- 59.53% |
$90.6M - $99.9M
|
379K
$73.6M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-95.7K- 34.11% |
$15.6M - $17.2M
|
185K
$35.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-32K- 95.45% |
$5.21M - $5.74M
|
1.53K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5.37K- 49.4% |
$873K - $962K
|
5.5K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-2.79K- 45.06% |
$454K - $501K
|
3.4K
$662K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.56K- 43.52% |
$416K - $458K
|
3.32K
$645K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.46K- 55.25% |
$238K - $262K
|
1.19K
$231K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.24KClosed |
$202K - $222K
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.08K- 2.36% |
$176K - $194K
|
44.7K
$8.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.07K- 43.92% |
$174K - $192K
|
1.37K
$265K
|
|