Certus Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Certus Wealth Management, LLC

  • $155 Million
  • Q3 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Certus Wealth Management, LLC holds 39,619 shares of QUAL stock, worth $7.7 Million. This represents 4.96% of its overall portfolio holdings.

Number of Shares
39,619
Previous 43,402 8.72%
Holding current value
$7.7 Million
Previous $7.93 Million 2.89%
% of portfolio
4.96%
Previous 5.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$182.33 - $194.5 $689,754 - $735,793
-3,783 Reduced 8.72%
39,619 $7.71 Million
Q2 2025

Jul 24, 2025
BUY
$152.42 - $182.82 $121,783 - $146,073
799 Added 1.88%
43,402 $7.93 Million
Q1 2025

May 13, 2025
BUY
$168.16 - $186.21 $921,853 - $1.02 Million
5,482 Added 14.77%
42,603 $7.28 Million
Q4 2024

Feb 11, 2025
BUY
$176.42 - $186.91 $87,504 - $92,707
496 Added 1.35%
37,121 $6.61 Million
Q3 2024

Nov 12, 2024
BUY
$162.64 - $179.3 $264,290 - $291,362
1,625 Added 4.64%
36,625 $6.57 Million
Q2 2024

Aug 02, 2024
BUY
$154.56 - $173.19 $1.73 Million - $1.93 Million
11,162 Added 46.82%
35,000 $5.98 Million
Q1 2024

May 06, 2024
SELL
$144.62 - $165.44 $1.47 Million - $1.68 Million
-10,160 Reduced 29.88%
23,838 $3.92 Million
Q4 2023

Feb 09, 2024
BUY
$127.66 - $147.99 $263,745 - $305,747
2,066 Added 6.47%
33,998 $5 Million
Q3 2023

Nov 02, 2023
BUY
$130.77 - $139.97 $1.87 Million - $2 Million
14,280 Added 80.9%
31,932 $4.21 Million
Q2 2023

Aug 10, 2023
BUY
$121.98 - $134.87 $2.15 Million - $2.38 Million
17,652 New
17,652 $2.38 Billion

Others Institutions Holding QUAL

# of Institutions
1,686
Shares Held
232M
Call Options Held
22.4K
Put Options Held
17.4K
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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