A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 323,473 shares of QUAL stock, worth $58.2 Million. This represents 4.96% of its overall portfolio holdings.

Number of Shares
323,473
Previous 303,971 6.42%
Holding current value
$58.2 Million
Previous $50 Million 10.57%
% of portfolio
4.96%
Previous 4.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$154.56 - $173.19 $3.01 Million - $3.38 Million
19,502 Added 6.42%
323,473 $55.2 Million
Q1 2024

Apr 15, 2024

BUY
$144.62 - $165.44 $26 Million - $29.8 Million
179,982 Added 145.16%
303,971 $50 Million
Q4 2023

Jan 23, 2024

BUY
$127.66 - $147.99 $13.8 Million - $16 Million
108,316 Added 691.1%
123,989 $18.2 Million
Q1 2023

Apr 14, 2023

SELL
$113.23 - $126.2 $50,953 - $56,790
-450 Reduced 2.79%
15,673 $1.94 Million
Q4 2022

Jan 27, 2023

BUY
$103.82 - $121.24 $1.67 Million - $1.95 Million
16,123 New
16,123 $0

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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