Morgan Rosel Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Morgan Rosel Wealth Management, LLC

  • $366 Million
  • Q3 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 22,280 shares of QUAL stock, worth $4.33 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
22,280
Previous 21,845 1.99%
Holding current value
$4.33 Million
Previous $3.99 Million 8.51%
% of portfolio
1.18%
Previous 1.15%

Shares

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

Oct 24, 2025
BUY
$182.33 - $194.5 $79,313 - $84,607
435 Added 1.99%
22,280 $4.33 Million
Q2 2025

Jul 31, 2025
SELL
$152.42 - $182.82 $286,854 - $344,067
-1,882 Reduced 7.93%
21,845 $3.99 Million
Q1 2025

Apr 25, 2025
BUY
$168.16 - $186.21 $409,133 - $453,048
2,433 Added 11.43%
23,727 $4.05 Million
Q4 2024

Feb 04, 2025
SELL
$176.42 - $186.91 $176,243 - $186,723
-999 Reduced 4.48%
21,294 $3.79 Million
Q3 2024

Oct 10, 2024
SELL
$162.64 - $179.3 $31,714 - $34,963
-195 Reduced 0.87%
22,293 $4 Million
Q2 2024

Jul 15, 2024
SELL
$154.56 - $173.19 $156,105 - $174,921
-1,010 Reduced 4.3%
22,488 $3.84 Million
Q1 2024

Apr 17, 2024
BUY
$144.62 - $165.44 $162,119 - $185,458
1,121 Added 5.01%
23,498 $3.86 Million
Q4 2023

Jan 19, 2024
BUY
$127.66 - $147.99 $21,829 - $25,306
171 Added 0.77%
22,377 $3.29 Million
Q3 2023

Oct 27, 2023
SELL
$130.77 - $139.97 $179,677 - $192,318
-1,374 Reduced 5.83%
22,206 $2.93 Million
Q2 2023

Aug 04, 2023
BUY
$121.98 - $134.87 $607,826 - $672,057
4,983 Added 26.79%
23,580 $3.18 Million
Q1 2023

Apr 12, 2023
BUY
$113.23 - $126.2 $1.07 Million - $1.19 Million
9,453 Added 103.38%
18,597 $2.31 Million
Q4 2022

Jan 19, 2023
SELL
$103.82 - $121.24 $1.18 Million - $1.38 Million
-11,398 Reduced 55.49%
9,144 $0
Q3 2022

Oct 14, 2022
SELL
$103.94 - $126.48 $1.01 Million - $1.23 Million
-9,712 Reduced 32.1%
20,542 $2.14 Million
Q2 2022

Jul 27, 2022
BUY
$108.57 - $135.98 $558,701 - $699,753
5,146 Added 20.5%
30,254 $3.38 Million
Q1 2022

Apr 22, 2022
BUY
$123.55 - $145.17 $3.1 Million - $3.64 Million
25,108 New
25,108 $3.38 Million

Others Institutions Holding QUAL

# of Institutions
1,686
Shares Held
231M
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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