Mark Sheptoff Financial Planning, LLC Ishares Msci Usa Quality Facto Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 284 shares of QUAL stock, worth $55,203. This represents 0.03% of its overall portfolio holdings.

Number of Shares
284
Previous 284 -0.0%
Holding current value
$55,203
Previous $51,000 7.84%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 11, 2025
BUY
$176.42 - $186.91 $7,938 - $8,410
45 Added 18.83%
284 $50,000
Q3 2024

Nov 14, 2024
BUY
$162.64 - $179.3 $38,870 - $42,852
239 New
239 $42,000
Q4 2021

Feb 11, 2022
BUY
$130.89 - $146.3 $21,727 - $24,285
166 New
166 $24,000

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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