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 $50,872. This represents 0.03% of its overall portfolio holdings.

Number of Shares
284
Previous 239 18.83%
Holding current value
$50,872
Previous $42,000 19.05%
% of portfolio
0.03%
Previous 0.02%

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

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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