Wealthspire Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 86,729 shares of QUAL stock, worth $16.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

86,729

Previous 87,780 1.2%

Holding current value

$16.9 Million

Previous $16 Million 5.12%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$182.33 - $194.5 $191,628 - $204,419	-1,051 Reduced 1.2%	86,729 $16.9 Million
Q2 2025 Aug 11, 2025	SELL	$152.42 - $182.82 $9.85 Million - $11.8 Million	-64,617 Reduced 42.4%	87,780 $16 Million
Q1 2025 May 09, 2025	BUY	$168.16 - $186.21 $10.3 Million - $11.4 Million	61,150 Added 67.02%	152,397 $26 Million
Q4 2024 Feb 03, 2025	SELL	$176.42 - $186.91 $1.85 Million - $1.96 Million	-10,495 Reduced 10.32%	91,247 $16.2 Million
Q3 2024 Nov 13, 2024	BUY	$162.64 - $179.3 $16.3 Million - $17.9 Million	100,076 Added 6006.96%	101,742 $18.2 Million

Q2 2024 Aug 08, 2024	BUY	$154.56 - $173.19 $4,482 - $5,022	29 Added 1.77%	1,666 $284,000
Q1 2024 May 06, 2024	BUY	$144.62 - $165.44 $236,742 - $270,825	1,637 New	1,637 $269,000

Others Institutions Holding QUAL

# of Institutions

1,686

Shares Held

231M

Call Options Held

22.4K

Put Options Held

17.4K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Msci Usa Quality Facto Transaction History