A detailed history of Opes Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Opes Wealth Management LLC holds 1,388 shares of QUAL stock, worth $269,799. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,388
Previous 1,700 18.35%
Holding current value
$269,799
Previous $310,000 13.23%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 24, 2025

SELL
$182.33 - $194.5 $56,886 - $60,684
-312 Reduced 18.35%
1,388 $269,000
Q2 2025

Jul 30, 2025

SELL
$152.42 - $182.82 $4,115 - $4,936
-27 Reduced 1.56%
1,700 $310,000
Q1 2025

May 06, 2025

SELL
$168.16 - $186.21 $240,300 - $266,094
-1,429 Reduced 45.28%
1,727 $295,000
Q4 2024

Jan 30, 2025

BUY
$176.42 - $186.91 $556,781 - $589,887
3,156 New
3,156 $562,000

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


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