Gateway Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 23,183 shares of QUAL stock, worth $4.27 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

23,183

Previous 21,946 5.64%

Holding current value

$4.27 Million

Previous $3.93 Billion 4.92%

% of portfolio

1.07%

Previous 1.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$176.42 - $186.91 $218,231 - $231,207	1,237 Added 5.64%	23,183 $4.13 Billion
Q3 2024 Oct 24, 2024	BUY	$162.64 - $179.3 $367,566 - $405,218	2,260 Added 11.48%	21,946 $3.93 Billion
Q2 2024 Aug 16, 2024	BUY	$154.56 - $173.19 $308,810 - $346,033	1,998 Added 11.3%	19,686 $3.36 Billion
Q1 2024 May 14, 2024	BUY	$144.62 - $165.44 $77,082 - $88,179	533 Added 3.11%	17,688 $2.91 Billion
Q4 2023 Feb 13, 2024	BUY	$127.66 - $147.99 $295,022 - $342,004	2,311 Added 15.57%	17,155 $2.52 Billion
Q3 2023 Nov 14, 2023	SELL	$130.77 - $139.97 $284,293 - $304,294	-2,174 Reduced 12.77%	14,844 $1.96 Billion
Q2 2023 Aug 14, 2023	SELL	$121.98 - $134.87 $60,990 - $67,435	-500 Reduced 2.85%	17,018 $2.3 Billion
Q1 2023 May 10, 2023	BUY	$113.23 - $126.2 $1.98 Million - $2.21 Million	17,518 New	17,518 $2.17 Billion

Others Institutions Holding QUAL

# of Institutions

1,480

Shares Held

228M

Call Options Held

16.1K

Put Options Held

9.2K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History