Forthright Family Wealth Advisory LLC Ishares Msci Usa Quality Facto Transaction History

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 56,671 shares of QUAL stock, worth $11 Million. This represents 7.86% of its overall portfolio holdings.

Number of Shares
56,671
Previous 58,295 2.79%
Holding current value
$11 Million
Previous $10.7 Million 3.42%
% of portfolio
7.86%
Previous 7.55%

Shares

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

Nov 04, 2025
SELL
$182.33 - $194.5 $296,103 - $315,868
-1,624 Reduced 2.79%
56,671 $11 Million
Q2 2025

Aug 13, 2025
SELL
$152.42 - $182.82 $188,543 - $226,148
-1,237 Reduced 2.08%
58,295 $10.7 Million
Q1 2025

Apr 30, 2025
BUY
$168.16 - $186.21 $175,895 - $194,775
1,046 Added 1.79%
59,532 $10.2 Million
Q4 2024

Mar 03, 2025
BUY
$176.42 - $186.91 $319,320 - $338,307
1,810 Added 3.19%
58,486 $10.4 Million
Q3 2024

Dec 09, 2024
SELL
$162.64 - $179.3 $722,609 - $796,629
-4,443 Reduced 7.27%
56,676 $10.6 Billion
Q2 2024

Aug 12, 2024
BUY
$154.56 - $173.19 $82,535 - $92,483
534 Added 0.88%
61,119 $10.4 Billion
Q1 2024

Apr 29, 2024
BUY
$144.62 - $165.44 $323,081 - $369,592
2,234 Added 3.83%
60,585 $9.96 Billion
Q4 2023

Feb 28, 2024
BUY
$127.66 - $147.99 $7.45 Million - $8.64 Million
58,351 New
58,351 $8.59 Billion

Others Institutions Holding QUAL

# of Institutions
1,686
Shares Held
231M
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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