Axim Planning & Wealth Ishares Msci Usa Quality Facto Transaction History

Axim Planning & Wealth

  • $88.8 Million
  • Q3 2024

A detailed history of Axim Planning & Wealth transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Axim Planning & Wealth holds 2,854 shares of QUAL stock, worth $509,981. This represents 0.58% of its overall portfolio holdings.

Number of Shares
2,854
Previous 2,129 34.05%
Holding current value
$509,981
Previous $363,000 40.77%
% of portfolio
0.58%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$162.64 - $179.3 $117,913 - $129,992
725 Added 34.05%
2,854 $511,000
Q2 2024

Jul 29, 2024
BUY
$154.56 - $173.19 $19,938 - $22,341
129 Added 6.45%
2,129 $363,000
Q1 2024

Apr 24, 2024
BUY
$144.62 - $165.44 $289,240 - $330,880
2,000 New
2,000 $328,000
Q3 2022

Nov 14, 2022
SELL
$103.94 - $126.48 $1,663 - $2,023
-16 Reduced 10.0%
144 $15,000
Q2 2022

Oct 13, 2022
BUY
$108.57 - $135.98 $17,371 - $21,756
160 New
160 $18,000

Others Institutions Holding QUAL

# of Institutions
1,399
Shares Held
224M
Call Options Held
22.7K
Put Options Held
11.5K
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 Axim Planning & Wealth Portfolio

Follow Axim Planning & Wealth 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 Axim Planning & Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Axim Planning & Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email