Maxwell Wealth Strategies Inc. Ishares Msci Usa Quality Facto Transaction History

Maxwell Wealth Strategies Inc.

$245 Billion
Q4 2024

A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 35,239 shares of QUAL stock, worth $6.41 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

35,239

Previous 32,286 9.15%

Holding current value

$6.41 Million

Previous $5.77 Billion 8.77%

% of portfolio

2.56%

Previous 2.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$176.42 - $186.91 $520,968 - $551,945	2,953 Added 9.15%	35,239 $6.28 Billion
Q3 2024 Nov 06, 2024	BUY	$162.64 - $179.3 $413,918 - $456,318	2,545 Added 8.56%	32,286 $5.77 Billion
Q2 2024 Aug 12, 2024	BUY	$154.56 - $173.19 $7,264 - $8,139	47 Added 0.16%	29,741 $5.08 Billion
Q1 2024 May 31, 2024	SELL	$144.62 - $165.44 $448,177 - $512,698	-3,099 Reduced 9.45%	29,694 $4.89 Billion
Q4 2023 Feb 12, 2024	BUY	$127.66 - $147.99 $4.19 Million - $4.85 Million	32,793 New	32,793 $4.83 Billion

Others Institutions Holding QUAL

# of Institutions

1,567

Shares Held

236M

Call Options Held

23.3K

Put Options Held

11.6K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

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Maxwell Wealth Strategies Inc. Ishares Msci Usa Quality Facto Transaction History