Kingswood Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,142 shares of QUAL stock, worth $1.68 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,142

Previous 8,045 13.64%

Holding current value

$1.68 Million

Previous $1.44 Billion 12.86%

% of portfolio

0.12%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$176.42 - $186.91 $193,532 - $205,040	1,097 Added 13.64%	9,142 $1.63 Billion
Q3 2024 Oct 21, 2024	BUY	$162.64 - $179.3 $56,923 - $62,755	350 Added 4.55%	8,045 $1.44 Billion
Q2 2024 Jul 09, 2024	BUY	$154.56 - $173.19 $703,402 - $788,187	4,551 Added 144.75%	7,695 $1.31 Billion
Q1 2024 Apr 15, 2024	BUY	$144.62 - $165.44 $175,568 - $200,844	1,214 Added 62.9%	3,144 $517 Million
Q4 2023 Jan 16, 2024	BUY	$127.66 - $147.99 $246,383 - $285,620	1,930 New	1,930 $284 Million

Others Institutions Holding QUAL

# of Institutions

1,512

Shares Held

229M

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

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Kingswood Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History