Pinnacle Wealth Planning Services, Inc. Ishares Msci Usa Quality Facto Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,067 shares of QUAL stock, worth $596,163. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,067
Previous 3,067 -0.0%
Holding current value
$596,163
Previous $560,000 6.43%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$152.42 - $182.82 $8,383 - $10,055
-55 Reduced 1.76%
3,067 $560,000
Q1 2025

May 15, 2025
BUY
$168.16 - $186.21 $6,558 - $7,262
39 Added 1.27%
3,122 $533,000
Q4 2024

Feb 06, 2025
BUY
$176.42 - $186.91 $543,902 - $576,243
3,083 New
3,083 $549,000
Q1 2021

Apr 29, 2021
SELL
$112.92 - $122.16 $112 - $122
-1 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$100.86 - $116.21 $100 - $116
1 New
1 $0

Others Institutions Holding QUAL

# of Institutions
1,686
Shares Held
232M
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 Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. 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 Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email