Wealth Plan Investment Management, LLC Ishares Msci Usa Quality Facto Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 10,502 shares of QUAL stock, worth $2.04 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,502
Previous 38,502 72.72%
Holding current value
$2.04 Million
Previous $7.04 Million 70.99%
% of portfolio
0.15%
Previous 0.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$182.33 - $194.5 $5.11 Million - $5.45 Million
-28,000 Reduced 72.72%
10,502 $2.04 Million
Q2 2025

Jul 28, 2025
BUY
$152.42 - $182.82 $5.87 Million - $7.04 Million
38,502 New
38,502 $7.04 Million
Q4 2023

Jan 05, 2024
BUY
$127.66 - $147.99 $184,724 - $214,141
1,447 New
1,447 $212,000
Q3 2023

Nov 09, 2023
BUY
$130.77 - $139.97 $1.36 Million - $1.46 Million
10,432 Added 903.2%
11,587 $1.53 Million
Q2 2023

Aug 14, 2023
BUY
$121.98 - $134.87 $129,664 - $143,366
1,063 Added 1155.43%
1,155 $155,000
Q2 2023

Jul 25, 2023
SELL
$121.98 - $134.87 $129,664 - $143,366
-1,063 Reduced 92.03%
92 $12,000
Q1 2023

May 08, 2023
SELL
$113.23 - $126.2 $82,657 - $92,126
-730 Reduced 38.73%
1,155 $143,000
Q4 2022

Feb 15, 2023
SELL
$103.82 - $121.24 $33,741 - $39,403
-325 Reduced 14.71%
1,885 $214,000
Q3 2022

Dec 12, 2022
BUY
$103.94 - $126.48 $36,898 - $44,900
355 Added 19.14%
2,210 $259,000
Q1 2022

Sep 07, 2022
BUY
$123.55 - $145.17 $229,185 - $269,290
1,855 New
1,855 $229,000

Others Institutions Holding QUAL

# of Institutions
1,686
Shares Held
231M
Call Options Held
22.4K
Put Options Held
17.4K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email