Marshall & Sterling Wealth Advisors Inc. Ishares Msci Usa Quality Facto Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 7,472 shares of QUAL stock, worth $1.45 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
7,472
Previous 9,789 23.67%
Holding current value
$1.45 Million
Previous $1.78 Billion 18.75%
% of portfolio
0.93%
Previous 1.21%

Shares

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

Nov 07, 2025
SELL
$182.33 - $194.5 $422,458 - $450,656
-2,317 Reduced 23.67%
7,472 $1.45 Billion
Q2 2025

Aug 12, 2025
SELL
$152.42 - $182.82 $75,905 - $91,044
-498 Reduced 4.84%
9,789 $1.78 Billion
Q1 2025

May 15, 2025
BUY
$168.16 - $186.21 $27,578 - $30,538
164 Added 1.62%
10,287 $1.76 Billion
Q4 2024

Feb 14, 2025
BUY
$176.42 - $186.91 $1.79 Million - $1.89 Million
10,123 New
10,123 $1.8 Billion

Others Institutions Holding QUAL

# of Institutions
1,688
Shares Held
230M
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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