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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.31K- 15.26% |
$936K - $992K
|
29.5K
$5.35M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.28K- 18.72% |
$931K - $986K
|
22.9K
$4.16M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.1K- 1.03% |
$899K - $953K
|
490K
$89M
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5.08K- 4.37% |
$897K - $950K
|
111K
$20.2M
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.99K- 1.24% |
$880K - $932K
|
396K
$71.9M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.92K- 13.15% |
$867K - $919K
|
32.5K
$5.89M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.7K- 25.16% |
$829K - $878K
|
14K
$2.54M
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.38K- 24.13% |
$773K - $818K
|
13.8K
$2.5M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-4.34K- 9.42% |
$766K - $812K
|
41.8K
$7.58M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.32K- 28.1% |
$762K - $807K
|
11.1K
$2.01M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.29K- 22.45% |
$757K - $802K
|
14.8K
$2.69M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4.28K- 94.04% |
$755K - $800K
|
271
$49.2K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-4.22K- 47.59% |
$744K - $789K
|
4.65K
$844K
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.17K- 20.35% |
$736K - $780K
|
16.3K
$2.97M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.17K- 16.83% |
$736K - $780K
|
20.6K
$3.74M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.04K- 8.65% |
$713K - $756K
|
42.7K
$7.76M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.02K- 99.7% |
$709K - $751K
|
12
$2.18K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.96K- 45.13% |
$698K - $739K
|
4.81K
$873K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.95K- 1.21% |
$697K - $738K
|
324K
$58.8M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.81K- 6.29% |
$672K - $712K
|
56.7K
$10.3M
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.8K- 1.12% |
$671K - $711K
|
334K
$60.7M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.75K- 9.33% |
$662K - $702K
|
36.5K
$6.63M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3.7K- 6.32% |
$653K - $692K
|
54.8K
$9.95M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.69K- 8.47% |
$651K - $690K
|
39.9K
$7.24M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.63K- 18.62% |
$640K - $678K
|
15.8K
$2.88M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.43K- 10.56% |
$606K - $642K
|
29.1K
$5.28M
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.26K- 11.33% |
$576K - $610K
|
25.5K
$4.64M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.22K- 1.93% |
$567K - $601K
|
163K
$29.7M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.18K- 31.68% |
$562K - $595K
|
6.86K
$1.25M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.18K- 61.7% |
$560K - $594K
|
1.97K
$358K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.18K- 7.97% |
$560K - $594K
|
36.7K
$6.66M
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-3.13K- 2.28% |
$553K - $586K
|
134K
$24.3M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.11K- 0.53% |
$548K - $581K
|
588K
$107M
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.06K- 6.1% |
$539K - $571K
|
47K
$8.54M
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.03K- 34.99% |
$534K - $566K
|
5.63K
$1.02M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.02K- 2.61% |
$532K - $564K
|
112K
$20.4M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.9K- 4.95% |
$512K - $542K
|
55.7K
$10.1M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.87K- 4.09% |
$507K - $537K
|
67.4K
$12.2M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.82K- 51.0% |
$497K - $526K
|
2.71K
$491K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 3.4% |
$492K - $522K
|
79.2K
$14.4M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.75K- 99.93% |
$485K - $514K
|
2
$363
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.68K- 1.96% |
$473K - $501K
|
134K
$24.4M
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.61K- 10.68% |
$460K - $487K
|
21.8K
$3.95M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.6K- 44.65% |
$459K - $486K
|
3.22K
$585K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.58K- 5.19% |
$456K - $483K
|
47.2K
$8.57M
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.57K- 1.8% |
$453K - $480K
|
140K
$25.4M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.56K- 1.64% |
$451K - $478K
|
153K
$27.9M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.55K- 4.91% |
$449K - $476K
|
49.3K
$8.95M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 12.51% |
$449K - $475K
|
17.8K
$3.23M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.5K- 22.31% |
$442K - $468K
|
8.72K
$1.58M
|