Lifelong Wealth Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History

Lifelong Wealth Advisors, Inc.

$377 Billion
Q4 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 25,825 shares of QUAL stock, worth $5.02 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

25,825

Previous 46,910 44.95%

Holding current value

$5.02 Million

Previous $9.12 Billion 43.78%

% of portfolio

1.36%

Previous 2.71%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$191.01 - $199.18 $4.03 Million - $4.2 Million	-21,085 Reduced 44.95%	25,825 $5.13 Billion
Q3 2025 Oct 21, 2025	BUY	$182.33 - $194.5 $766,150 - $817,289	4,202 Added 9.84%	46,910 $9.12 Billion
Q2 2025 Jul 09, 2025	BUY	$152.42 - $182.82 $700,674 - $840,423	4,597 Added 12.06%	42,708 $7.81 Billion
Q1 2025 Apr 23, 2025	BUY	$168.16 - $186.21 $540,129 - $598,106	3,212 Added 9.2%	38,111 $6.51 Billion
Q4 2024 Feb 13, 2025	BUY	$176.42 - $186.91 $6.16 Million - $6.52 Million	34,899 New	34,899 $6.21 Billion

Others Institutions Holding QUAL

# of Institutions

1,703

Shares Held

225M

Call Options Held

22.4K

Put Options Held

17.4K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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Lifelong Wealth Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History