Org Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Org Wealth Partners, LLC holds 3,430 shares of QUAL stock, worth $666,723. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,430
Previous 3,288 4.32%
Holding current value
$666,723
Previous $639,000 4.23%
% of portfolio
0.25%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$191.01 - $199.18 $27,123 - $28,283
142 Added 4.32%
3,430 $666,000
Q3 2025

Oct 24, 2025
BUY
$182.33 - $194.5 $523,469 - $558,409
2,871 Added 688.49%
3,288 $639,000
Q1 2025

Apr 21, 2025
SELL
$168.16 - $186.21 $400,052 - $442,993
-2,379 Reduced 85.09%
417 $71,000
Q4 2024

Jan 10, 2025
SELL
$176.42 - $186.91 $206,411 - $218,684
-1,170 Reduced 29.5%
2,796 $497,000
Q3 2024

Oct 11, 2024
BUY
$162.64 - $179.3 $645,030 - $711,103
3,966 New
3,966 $711 Million

Others Institutions Holding QUAL

# of Institutions
1,688
Shares Held
230M
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 Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email