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 15,225 shares of QUAL stock, worth $2.8 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
15,225
Previous 9,090 67.49%
Holding current value
$2.8 Million
Previous $1.55 Billion 75.86%
% of portfolio
1.68%
Previous 1.05%

Shares

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

About ISHARES MSCI USA QUALITY FACTO


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