Oregon Pacific Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 4,133 shares of QUAL stock, worth $803,372. This represents 0.69% of its overall portfolio holdings.

Number of Shares
4,133
Previous 2,989 38.27%
Holding current value
$803,372
Previous $546 Million 47.11%
% of portfolio
0.69%
Previous 0.52%

Shares

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

Oct 22, 2025
BUY
$182.33 - $194.5 $208,585 - $222,508
1,144 Added 38.27%
4,133 $804 Million
Q2 2025

Jul 15, 2025
BUY
$152.42 - $182.82 $226,648 - $271,853
1,487 Added 99.0%
2,989 $546 Million
Q1 2025

Apr 28, 2025
SELL
$168.16 - $186.21 $6,894 - $7,634
-41 Reduced 2.66%
1,502 $257 Million
Q4 2024

Jan 24, 2025
BUY
$176.42 - $186.91 $272,216 - $288,402
1,543 New
1,543 $275 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
Track This Portfolio

Track Oregon Pacific Wealth Management, LLC Portfolio

Follow Oregon Pacific Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oregon Pacific Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oregon Pacific Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email