Accurate Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,596 shares of QUAL stock, worth $261,217. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,596
Previous 2,477 35.57%
Holding current value
$261,217
Previous $441,000 38.78%
% of portfolio
0.06%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$168.16 - $186.21 $148,148 - $164,051
-881 Reduced 35.57%
1,596 $270,000
Q4 2024

Jan 14, 2025
SELL
$176.42 - $186.91 $133,549 - $141,490
-757 Reduced 23.41%
2,477 $441,000
Q3 2024

Oct 17, 2024
BUY
$162.64 - $179.3 $525,977 - $579,856
3,234 New
3,234 $579,000
Q4 2022

Jan 11, 2023
BUY
$103.82 - $121.24 $12,458 - $14,548
120 New
120 $0

Others Institutions Holding QUAL

# of Institutions
1,582
Shares Held
238M
Call Options Held
23.3K
Put Options Held
11.6K
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 Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email