Beacon Financial Planning, Inc Ishares Msci Usa Quality Facto Transaction History

Beacon Financial Planning, Inc

  • $172 Billion
  • Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 21,476 shares of QUAL stock, worth $3.9 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
21,476
Previous 15,225 41.06%
Holding current value
$3.9 Million
Previous $2.73 Billion 40.1%
% of portfolio
2.23%
Previous 1.68%

Shares

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

Jan 27, 2025
BUY
$176.42 - $186.91 $1.1 Million - $1.17 Million
6,251 Added 41.06%
21,476 $3.82 Billion
Q3 2024

Oct 24, 2024
BUY
$162.64 - $179.3 $997,796 - $1.1 Million
6,135 Added 67.49%
15,225 $2.73 Billion
Q2 2024

Jul 18, 2024
BUY
$154.56 - $173.19 $574,035 - $643,227
3,714 Added 69.08%
9,090 $1.55 Billion
Q1 2024

Apr 22, 2024
BUY
$144.62 - $165.44 $311,077 - $355,861
2,151 Added 66.7%
5,376 $884 Million
Q4 2023

Jan 29, 2024
BUY
$127.66 - $147.99 $411,703 - $477,267
3,225 New
3,225 $475 Million

Others Institutions Holding QUAL

# of Institutions
1,571
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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