Heritage Family Offices, LLP Ishares Msci Usa Quality Facto Transaction History

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,783 shares of QUAL stock, worth $540,959. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,783
Previous 2,901 4.07%
Holding current value
$540,959
Previous $492 Million 10.01%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 07, 2025
SELL
$182.33 - $194.5 $21,514 - $22,951
-118 Reduced 4.07%
2,783 $541 Million
Q1 2025

Apr 10, 2025
SELL
$168.16 - $186.21 $49,775 - $55,118
-296 Reduced 9.26%
2,901 $496 Million
Q4 2024

Jan 14, 2025
BUY
$176.42 - $186.91 $67,039 - $71,025
380 Added 13.49%
3,197 $569 Million
Q3 2024

Oct 16, 2024
BUY
$162.64 - $179.3 $29,437 - $32,453
181 Added 6.87%
2,817 $505 Million
Q2 2024

Aug 01, 2024
BUY
$154.56 - $173.19 $407,420 - $456,528
2,636 New
2,636 $450 Million

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

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  • Ticker QUAL
  • Sector ETFs
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More about QUAL
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