A detailed history of Axim Planning & Wealth transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Axim Planning & Wealth holds 2,854 shares of QUAL stock, worth $519,827. This represents 0.58% of its overall portfolio holdings.

Number of Shares
2,854
Previous 2,129 34.05%
Holding current value
$519,827
Previous $363,000 40.77%
% of portfolio
0.58%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$162.64 - $179.3 $117,913 - $129,992
725 Added 34.05%
2,854 $511,000
Q2 2024

Jul 29, 2024

BUY
$154.56 - $173.19 $19,938 - $22,341
129 Added 6.45%
2,129 $363,000
Q1 2024

Apr 24, 2024

BUY
$144.62 - $165.44 $289,240 - $330,880
2,000 New
2,000 $328,000
Q3 2022

Nov 14, 2022

SELL
$103.94 - $126.48 $1,663 - $2,023
-16 Reduced 10.0%
144 $15,000
Q2 2022

Oct 13, 2022

BUY
$108.57 - $135.98 $17,371 - $21,756
160 New
160 $18,000

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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