Sequent Planning LLC Ishares Msci Usa Quality Facto Transaction History

Sequent Planning LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$152.42 - $182.82 $6,249 - $7,495	-41 Reduced 3.25%	1,222 $223 Million
Q1 2025 May 13, 2025	SELL	$168.16 - $186.21 $18,161 - $20,110	-108 Reduced 7.88%	1,263 $216 Million
Q4 2024 Feb 11, 2025	BUY	$176.42 - $186.91 $14,819 - $15,700	84 Added 6.53%	1,371 $244 Million
Q3 2024 Nov 14, 2024	BUY	$162.64 - $179.3 $209,317 - $230,759	1,287 New	1,287 $231 Million

1,686

232M

22.4K

17.4K

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