A detailed history of Morton Capital Management Llc/Ca transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,312 shares of QUAL stock, worth $255,026. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,312
Previous 1,311 0.08%
Holding current value
$255,026
Previous $240 Million 6.5%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 23, 2025

BUY
$182.33 - $194.5 $182 - $194
1 Added 0.08%
1,312 $255 Million
Q2 2025

Jul 23, 2025

SELL
$152.42 - $182.82 $8,230 - $9,872
-54 Reduced 3.96%
1,311 $240 Million
Q1 2025

Apr 17, 2025

BUY
$168.16 - $186.21 $9,585 - $10,613
57 Added 4.36%
1,365 $233 Million
Q4 2024

Jan 14, 2025

BUY
$176.42 - $186.91 $176 - $186
1 Added 0.08%
1,308 $233 Million
Q3 2024

Oct 08, 2024

BUY
$162.64 - $179.3 $212,570 - $234,345
1,307 New
1,307 $234 Million

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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