Wade G W & Inc Ishares Msci Usa Quality Facto Transaction History

Wade G W & Inc

$3.08 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	BUY	$103.94 - $126.48 $21,827 - $26,560	210 Added 10.78%	2,158 $224,000
Q2 2022 Aug 09, 2022	BUY	$108.57 - $135.98 $211,494 - $264,889	1,948 New	1,948 $218,000

Others Institutions Holding QUAL

# of Institutions

1,447

Shares Held

227M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.2 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.68 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.65 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.43 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
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