Family Wealth Group, LLC Ishares Msci Usa Quality Facto Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Family Wealth Group, LLC holds 6,833 shares of QUAL stock, worth $1.33 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
6,833
Previous 5,780 18.22%
Holding current value
$1.33 Million
Previous $1.06 Million 25.85%
% of portfolio
1.26%
Previous 1.09%

Shares

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

Oct 29, 2025
BUY
$182.33 - $194.5 $191,993 - $204,808
1,053 Added 18.22%
6,833 $1.33 Million
Q2 2025

Aug 04, 2025
BUY
$152.42 - $182.82 $880,987 - $1.06 Million
5,780 New
5,780 $1.06 Million
Q1 2025

May 14, 2025
SELL
$168.16 - $186.21 $1.44 Million - $1.59 Million
-8,561 Closed
0 $0
Q4 2024

May 14, 2025
BUY
$176.42 - $186.91 $351,781 - $372,698
1,994 Added 30.36%
8,561 $1.52 Million
Q3 2024

Apr 01, 2025
BUY
$162.64 - $179.3 $113,522 - $125,151
698 Added 11.89%
6,567 $1.18 Million
Q3 2024

Nov 14, 2024
SELL
$162.64 - $179.3 $7,318 - $8,068
-45 Reduced 0.74%
6,004 $1.08 Million
Q2 2024

Apr 01, 2025
SELL
$154.56 - $173.19 $71,252 - $79,840
-461 Reduced 7.28%
5,869 $1 Million
Q2 2024

Aug 14, 2024
SELL
$154.56 - $173.19 $71,252 - $79,840
-461 Reduced 7.08%
6,049 $1.03 Million
Q1 2024

Apr 01, 2025
SELL
$144.62 - $165.44 $28,779 - $32,922
-199 Reduced 3.05%
6,330 $1.04 Billion
Q1 2024

Aug 14, 2024
SELL
$144.62 - $165.44 $37,167 - $42,518
-257 Reduced 3.8%
6,510 $1.07 Million
Q4 2023

Apr 01, 2025
BUY
$127.66 - $147.99 $67,021 - $77,694
525 Added 8.74%
6,529 $961 Million
Q4 2023

Feb 14, 2024
BUY
$127.66 - $147.99 $863,875 - $1 Million
6,767 New
6,767 $995,000

Others Institutions Holding QUAL

# of Institutions
1,688
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
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