Holistic Planning, LLC Ishares Msci Usa Quality Facto Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Holistic Planning, LLC holds 3,970 shares of QUAL stock, worth $771,688. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,970
Previous 3,176 25.0%
Holding current value
$771,688
Previous $581 Million 32.99%
% of portfolio
0.2%
Previous 0.17%

Shares

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

Nov 04, 2025
BUY
$182.33 - $194.5 $144,770 - $154,433
794 Added 25.0%
3,970 $772 Million
Q2 2025

Jul 28, 2025
BUY
$152.42 - $182.82 $201,651 - $241,870
1,323 Added 71.4%
3,176 $581 Million
Q1 2025

Apr 23, 2025
BUY
$168.16 - $186.21 $311,600 - $345,047
1,853 New
1,853 $317 Million
Q4 2023

Feb 14, 2024
BUY
$127.66 - $147.99 $217,660 - $252,322
1,705 New
1,705 $251 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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