Monograph Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 7,515 shares of QUAL stock, worth $1.37 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,515
Previous 2,570 192.41%
Holding current value
$1.37 Million
Previous $438,000 207.53%
% of portfolio
0.19%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$162.64 - $179.3 $804,254 - $886,638
4,945 Added 192.41%
7,515 $1.35 Million
Q1 2024

May 14, 2024
BUY
$144.62 - $165.44 $131,025 - $149,888
906 Added 54.45%
2,570 $422,000
Q4 2023

Feb 14, 2024
BUY
$127.66 - $147.99 $212,426 - $246,255
1,664 New
1,664 $244,000

Others Institutions Holding QUAL

# of Institutions
1,447
Shares Held
227M
Call Options Held
16.1K
Put Options Held
9.2K
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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