Sightline Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Sightline Wealth Advisors, LLC

  • $185 Million
  • Q4 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 8,205 shares of QUAL stock, worth $1.5 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
8,205
Previous 9,058 9.42%
Holding current value
$1.5 Million
Previous $1.62 Million 10.04%
% of portfolio
0.79%
Previous 0.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$176.42 - $186.91 $150,486 - $159,434
-853 Reduced 9.42%
8,205 $1.46 Million
Q3 2024

Oct 21, 2024
BUY
$162.64 - $179.3 $563,384 - $621,095
3,464 Added 61.92%
9,058 $1.62 Million
Q2 2024

Aug 02, 2024
BUY
$154.56 - $173.19 $350,542 - $392,794
2,268 Added 68.19%
5,594 $955,000
Q1 2024

Apr 24, 2024
BUY
$144.62 - $165.44 $481,006 - $550,253
3,326 New
3,326 $546,000

Others Institutions Holding QUAL

# of Institutions
1,500
Shares Held
229M
Call Options Held
16.1K
Put Options Held
9.2K
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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