Sequoia Financial Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 105,522 shares of QUAL stock, worth $20.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
105,522
Holding current value
$20.5 Million
% of portfolio
0.14%

Shares

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

Oct 28, 2025
BUY
$182.33 - $194.5 $19.2 Million - $20.5 Million
105,522 New
105,522 $20.5 Million
Q2 2025

Jul 25, 2025
SELL
$152.42 - $182.82 $6 Million - $7.2 Million
-39,369 Reduced 23.44%
128,585 $23.5 Million
Q1 2025

Apr 23, 2025
BUY
$168.16 - $186.21 $6.48 Million - $7.18 Million
38,561 Added 29.8%
167,954 $28.7 Million
Q4 2024

Aug 08, 2025
BUY
$176.42 - $186.91 $142,547 - $151,023
808 Added 0.63%
129,393 $23 Million
Q4 2024

Feb 07, 2025
BUY
$176.42 - $186.91 $21.4 Million - $22.6 Million
121,162 Added 1472.02%
129,393 $23 Million
Q3 2024

Oct 21, 2024
SELL
$162.64 - $179.3 $7,969 - $8,785
-49 Reduced 0.59%
8,231 $1.48 Million
Q2 2024

Jul 15, 2024
BUY
$154.56 - $173.19 $124,266 - $139,244
804 Added 10.75%
8,280 $1.41 Million
Q1 2024

Apr 30, 2024
SELL
$144.62 - $165.44 $203,046 - $232,277
-1,404 Reduced 15.81%
7,476 $1.23 Million
Q4 2023

Jan 25, 2024
BUY
$127.66 - $147.99 $640,980 - $743,057
5,021 Added 130.11%
8,880 $1.31 Million
Q3 2023

Nov 08, 2023
BUY
$130.77 - $139.97 $22,623 - $24,214
173 Added 4.69%
3,859 $508,000
Q2 2023

Aug 08, 2023
BUY
$121.98 - $134.87 $11,832 - $13,082
97 Added 2.7%
3,686 $497,000
Q1 2023

Apr 24, 2023
BUY
$113.23 - $126.2 $17,097 - $19,056
151 Added 4.39%
3,589 $445,000
Q3 2022

Oct 26, 2022
SELL
$103.94 - $126.48 $10,394 - $12,648
-100 Reduced 2.83%
3,438 $357,000
Q2 2022

Jul 22, 2022
BUY
$108.57 - $135.98 $53,416 - $66,902
492 Added 16.15%
3,538 $395,000
Q1 2022

May 13, 2022
SELL
$123.55 - $145.17 $67,952 - $79,843
-550 Reduced 15.29%
3,046 $410,000
Q4 2021

Feb 11, 2022
BUY
$130.89 - $146.3 $470,680 - $526,094
3,596 New
3,596 $523,000
Q3 2021

Oct 26, 2021
SELL
$131.73 - $141.78 $725,305 - $780,640
-5,506 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$123.09 - $133.01 $402,996 - $435,474
3,274 Added 146.68%
5,506 $732,000
Q1 2021

May 14, 2021
BUY
$112.92 - $122.16 $252,037 - $272,661
2,232 New
2,232 $272,000
Q4 2018

Feb 14, 2019
SELL
$71.91 - $90.78 $295,190 - $372,651
-4,105 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
$83.34 - $91.26 $342,110 - $374,622
4,105 New
4,105 $371,000
Q3 2017

Nov 13, 2017
SELL
$76.89 - $77.15 $5.49 Million - $5.51 Million
-71,361 Closed
0 $0
Q2 2017

Aug 09, 2017
BUY
N/A
71,361
71,361 $5.31 Million

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
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