Evergreen Wealth Solutions, LLC Ishares Msci Usa Quality Facto Transaction History

Evergreen Wealth Solutions, LLC

  • $170 Million
  • Q3 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 2,871 shares of QUAL stock, worth $558,064. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,871
Previous 4,957 42.08%
Holding current value
$558,064
Previous $906,000 38.41%
% of portfolio
0.33%
Previous 0.57%

Shares

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

Nov 14, 2025
SELL
$182.33 - $194.5 $380,340 - $405,727
-2,086 Reduced 42.08%
2,871 $558,000
Q2 2025

Aug 14, 2025
BUY
$152.42 - $182.82 $60,967 - $73,128
400 Added 8.78%
4,957 $906,000
Q1 2025

May 14, 2025
BUY
$168.16 - $186.21 $6,726 - $7,448
40 Added 0.89%
4,557 $778,000
Q4 2024

Feb 14, 2025
BUY
$176.42 - $186.91 $37,224 - $39,438
211 Added 4.9%
4,517 $804,000
Q3 2024

Nov 14, 2024
BUY
$162.64 - $179.3 $284,782 - $313,954
1,751 Added 68.53%
4,306 $772,000
Q2 2024

Aug 14, 2024
BUY
$154.56 - $173.19 $39,567 - $44,336
256 Added 11.14%
2,555 $436,000
Q1 2024

May 15, 2024
BUY
$144.62 - $165.44 $13,015 - $14,889
90 Added 4.07%
2,299 $377,000
Q4 2023

Feb 07, 2024
SELL
$127.66 - $147.99 $36,638 - $42,473
-287 Reduced 11.5%
2,209 $325,000
Q3 2023

Nov 13, 2023
BUY
$130.77 - $139.97 $9,153 - $9,797
70 Added 2.89%
2,496 $328,000
Q2 2023

Aug 11, 2023
SELL
$121.98 - $134.87 $4.7 Million - $5.19 Million
-38,510 Reduced 94.07%
2,426 $327,000
Q1 2023

May 12, 2023
SELL
$113.23 - $126.2 $469,791 - $523,603
-4,149 Reduced 9.2%
40,936 $5.08 Million
Q4 2022

Feb 14, 2023
SELL
$103.82 - $121.24 $167,357 - $195,438
-1,612 Reduced 3.45%
45,085 $5.14 Million
Q3 2022

Nov 14, 2022
SELL
$103.94 - $126.48 $2 Million - $2.43 Million
-19,196 Reduced 29.13%
46,697 $4.85 Million
Q2 2022

Aug 15, 2022
SELL
$108.57 - $135.98 $7.55 Million - $9.45 Million
-69,520 Reduced 51.34%
65,893 $7.36 Million
Q1 2022

Apr 22, 2022
SELL
$123.55 - $145.17 $654,691 - $769,255
-5,299 Reduced 3.77%
135,413 $18.2 Million
Q4 2021

Jan 19, 2022
BUY
$130.89 - $146.3 $18.4 Million - $20.6 Million
140,712 New
140,712 $20.5 Million

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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