Ropes Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$112.92 - $122.16 $6,888 - $7,451	-61 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$100.86 - $116.21 $6,152 - $7,088	61 New	61 $7,000

Others Institutions Holding QUAL

# of Institutions

1,500

Shares Held

229M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.23 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.7 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.66 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.44 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.39 Billion
0.11% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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