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 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-220- 8.79% |
$38.8K - $41.1K
|
2.28K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-220- 3.1% |
$38.8K - $41.1K
|
6.88K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-217- 31.73% |
$38.3K - $40.6K
|
467
$84.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-217- 11.42% |
$38.3K - $40.6K
|
1.68K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-214- 3.4% |
$37.8K - $40K
|
6.08K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-213- 0.24% |
$37.6K - $39.8K
|
90.4K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-212- 2.81% |
$37.4K - $39.6K
|
7.32K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-211- 7.18% |
$37.2K - $39.4K
|
2.73K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-210- 37.57% |
$37K - $39.3K
|
349
$63.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-208- 2.48% |
$36.7K - $38.9K
|
8.19K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-203- 2.18% |
$35.8K - $37.9K
|
9.11K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-199- 9.1% |
$35.1K - $37.2K
|
1.99K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-197- 2.0% |
$34.8K - $36.8K
|
9.68K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-187- 2.72% |
$33K - $35K
|
6.68K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-185- 1.25% |
$32.6K - $34.6K
|
14.6K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-178- 11.27% |
$31.4K - $33.3K
|
1.4K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-177- 2.22% |
$31.2K - $33.1K
|
7.79K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-175- 4.41% |
$30.9K - $32.7K
|
3.8K
$689K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-175- 12.33% |
$30.9K - $32.7K
|
1.24K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-174- 0.69% |
$30.7K - $32.5K
|
24.9K
$4.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-172- 1.42% |
$30.3K - $32.1K
|
11.9K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-172- 0.49% |
$30.3K - $32.1K
|
34.7K
$6.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-170- 1.59% |
$30K - $31.8K
|
10.6K
$1.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-166- 54.79% |
$29.3K - $31K
|
137
$24.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-165- 0.23% |
$29.1K - $30.8K
|
70.7K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-164- 10.5% |
$28.9K - $30.7K
|
1.4K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-162- 0.87% |
$28.6K - $30.3K
|
18.5K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-162- 5.52% |
$28.6K - $30.3K
|
2.77K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-161- 1.52% |
$28.4K - $30.1K
|
10.5K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-160- 9.11% |
$28.2K - $29.9K
|
1.6K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-160- 0.9% |
$28.2K - $29.9K
|
17.6K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-152- 3.19% |
$26.8K - $28.4K
|
4.61K
$837K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-150- 9.04% |
$26.5K - $28K
|
1.51K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-149- 11.87% |
$26.3K - $27.8K
|
1.11K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-149- 19.48% |
$26.3K - $27.8K
|
616
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-148- 1.82% |
$26.1K - $27.7K
|
7.99K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-148- 10.16% |
$26.1K - $27.7K
|
1.31K
$238K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-147- 39.52% |
$25.9K - $27.5K
|
225
$40.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-143- 1.4% |
$25.2K - $26.7K
|
10.1K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-141- 10.96% |
$24.9K - $26.4K
|
1.15K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-134- 6.6% |
$23.6K - $25K
|
1.9K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-127- 9.75% |
$22.4K - $23.7K
|
1.18K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-126- 7.22% |
$22.2K - $23.6K
|
1.62K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-124- 0.76% |
$21.9K - $23.2K
|
16.2K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-122- 5.67% |
$21.5K - $22.8K
|
2.03K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-121- 19.55% |
$21.3K - $22.6K
|
498
$90.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-120- 4.0% |
$21.2K - $22.4K
|
2.88K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-119- 2.4% |
$21K - $22.2K
|
4.83K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-116- 0.66% |
$20.5K - $21.7K
|
17.5K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-114- 3.07% |
$20.1K - $21.3K
|
3.6K
$654K
|