Modern Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Modern Wealth Management, LLC holds 188,799 shares of QUAL stock, worth $34.3 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
188,799
Previous 167,709 12.58%
Holding current value
$34.3 Million
Previous $30.1 Billion 15.68%
% of portfolio
1.22%
Previous 1.83%

Shares

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

Feb 11, 2025
BUY
$176.42 - $186.91 $3.72 Million - $3.94 Million
21,090 Added 12.58%
188,799 $34.8 Billion
Q3 2024

Nov 05, 2024
BUY
$162.64 - $179.3 $268,030 - $295,486
1,648 Added 0.99%
167,709 $30.1 Billion
Q2 2024

Aug 07, 2024
BUY
$154.56 - $173.19 $24.5 Million - $27.4 Million
158,292 Added 2037.48%
166,061 $28.4 Billion
Q1 2024

May 13, 2024
BUY
$144.62 - $165.44 $1.12 Million - $1.29 Million
7,769 New
7,769 $1.27 Billion

Others Institutions Holding QUAL

# of Institutions
1,571
Shares Held
236M
Call Options Held
23.3K
Put Options Held
11.6K
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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