Baron Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History

Baron Wealth Management LLC

  • $212 Billion
  • Q4 2024

A detailed history of Baron Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Baron Wealth Management LLC holds 303,537 shares of QUAL stock, worth $55.1 Million. This represents 25.44% of its overall portfolio holdings.

Number of Shares
303,537
Previous 303,976 0.14%
Holding current value
$55.1 Million
Previous $54.5 Billion 0.82%
% of portfolio
25.44%
Previous 26.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$176.42 - $186.91 $77,448 - $82,053
-439 Reduced 0.14%
303,537 $54.1 Billion
Q3 2024

Nov 07, 2024
SELL
$162.64 - $179.3 $789,617 - $870,501
-4,855 Reduced 1.57%
303,976 $54.5 Billion
Q2 2024

Aug 13, 2024
BUY
$154.56 - $173.19 $722,722 - $809,836
4,676 Added 1.54%
308,831 $52.7 Billion
Q1 2024

May 08, 2024
SELL
$144.62 - $165.44 $386,858 - $442,552
-2,675 Reduced 0.87%
304,155 $50 Billion
Q4 2023

Jan 04, 2024
BUY
$127.66 - $147.99 $447,065 - $518,260
3,502 Added 1.15%
306,830 $45.1 Billion
Q3 2023

Nov 01, 2023
BUY
$130.77 - $139.97 $1.43 Million - $1.53 Million
10,913 Added 3.73%
303,328 $40 Billion
Q2 2023

Aug 08, 2023
BUY
$121.98 - $134.87 $2.48 Million - $2.74 Million
20,329 Added 7.47%
292,415 $39.4 Billion
Q1 2023

May 10, 2023
BUY
$113.23 - $126.2 $6.57 Million - $7.33 Million
58,067 Added 27.13%
272,086 $33.8 Million
Q4 2022

Jun 06, 2023
SELL
$103.82 - $121.24 $6.03 Million - $7.04 Million
-58,067 Reduced 21.34%
214,019 $24.4 Billion
Q4 2022

Apr 04, 2023
BUY
$103.82 - $121.24 $22.2 Million - $25.9 Million
214,019 New
214,019 $24.4 Million

Others Institutions Holding QUAL

# of Institutions
1,569
Shares Held
236M
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
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