A detailed history of Copia Wealth Management transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Copia Wealth Management holds 160 shares of QUAL stock, worth $31,100. This represents 0.02% of its overall portfolio holdings.

Number of Shares
160
Previous 210 23.81%
Holding current value
$31,100
Previous $38.4 Million 18.94%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 31, 2025

SELL
$182.33 - $194.5 $9,116 - $9,725
-50 Reduced 23.81%
160 $31.1 Million
Q2 2025

Jul 28, 2025

SELL
$152.42 - $182.82 $47,707 - $57,222
-313 Reduced 59.85%
210 $38.4 Million
Q1 2025

Apr 17, 2025

SELL
$168.16 - $186.21 $8,408 - $9,310
-50 Reduced 8.73%
523 $89.4 Million
Q4 2024

Mar 06, 2025

BUY
$176.42 - $186.91 $101,088 - $107,099
573 New
573 $102 Million

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


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