Heritage Wealth Advisors Ishares Msci Usa Quality Facto Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Heritage Wealth Advisors holds 435 shares of QUAL stock, worth $74,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares
435
Previous 505 13.86%
Holding current value
$74,646
Previous $90,000 14.44%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$176.42 - $186.91 $12,349 - $13,083
-70 Reduced 13.86%
435 $77,000
Q3 2024

Nov 12, 2024
BUY
$162.64 - $179.3 $82,133 - $90,546
505 New
505 $90,000
Q2 2021

Jul 27, 2021
BUY
$123.09 - $133.01 $42,219 - $45,622
343 New
343 $40,000
Q1 2021

Apr 27, 2021
SELL
$112.92 - $122.16 $38,731 - $41,900
-343 Closed
0 $0
Q2 2020

Jul 17, 2020
SELL
$77.66 - $101.43 $22,599 - $29,516
-291 Reduced 45.9%
343 $32,000
Q2 2020

Jul 17, 2020
SELL
$77.66 - $101.43 $21,744 - $28,400
-280 Reduced 30.63%
634 $32,000
Q3 2019

Oct 30, 2019
BUY
$88.14 - $94.1 $80,559 - $86,007
914 New
914 $84,000

Others Institutions Holding QUAL

# of Institutions
1,578
Shares Held
236M
Call Options Held
23.3K
Put Options Held
11.6K
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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