Beaumont Financial Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,492 shares of QUAL stock, worth $484,394. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,492
Previous 2,427 2.68%
Holding current value
$484,394
Previous $443,000 9.26%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 23, 2025
BUY
$182.33 - $194.5 $11,851 - $12,642
65 Added 2.68%
2,492 $484,000
Q2 2025

Jul 16, 2025
BUY
$152.42 - $182.82 $11,888 - $14,259
78 Added 3.32%
2,427 $443,000
Q1 2025

May 12, 2025
SELL
$168.16 - $186.21 $26,232 - $29,048
-156 Reduced 6.23%
2,349 $401,000
Q4 2024

Jan 17, 2025
BUY
$176.42 - $186.91 $35,989 - $38,129
204 Added 8.87%
2,505 $446,000
Q3 2024

Oct 09, 2024
BUY
$162.64 - $179.3 $10,896 - $12,013
67 Added 3.0%
2,301 $412,000
Q1 2024

May 10, 2024
BUY
$144.62 - $165.44 $4,772 - $5,459
33 Added 1.5%
2,234 $367,000
Q4 2023

Jan 31, 2024
SELL
$127.66 - $147.99 $49,149 - $56,976
-385 Reduced 14.89%
2,201 $323,000
Q3 2023

Nov 01, 2023
BUY
$130.77 - $139.97 $22,623 - $24,214
173 Added 7.17%
2,586 $340,000
Q2 2023

Aug 02, 2023
SELL
$121.98 - $134.87 $29,397 - $32,503
-241 Reduced 9.08%
2,413 $325,000
Q1 2023

May 08, 2023
BUY
$113.23 - $126.2 $11,549 - $12,872
102 Added 4.0%
2,654 $329,000
Q4 2022

Jan 25, 2023
BUY
$103.82 - $121.24 $264,948 - $309,404
2,552 New
2,552 $0

Others Institutions Holding QUAL

# of Institutions
1,686
Shares Held
232M
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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