Wescott Financial Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History

Wescott Financial Advisory Group, LLC

$995 Million
Q3 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,619 shares of QUAL stock, worth $314,701. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,619

Previous 1,616 0.19%

Holding current value

$314,701

Previous $295,000 6.44%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$182.33 - $194.5 $546 - $583	3 Added 0.19%	1,619 $314,000
Q2 2025 Aug 11, 2025	BUY	$152.42 - $182.82 $457 - $548	3 Added 0.19%	1,616 $295,000
Q1 2025 May 14, 2025	SELL	$168.16 - $186.21 $6,390 - $7,075	-38 Reduced 2.3%	1,613 $275,000
Q4 2024 Feb 12, 2025	SELL	$176.42 - $186.91 $5,998 - $6,354	-34 Reduced 2.02%	1,651 $294,000
Q3 2024 Nov 12, 2024	BUY	$162.64 - $179.3 $13,336 - $14,702	82 Added 5.12%	1,685 $302,000

Q2 2024 Aug 14, 2024	BUY	$154.56 - $173.19 $247,759 - $277,623	1,603 New	1,603 $273,000

Others Institutions Holding QUAL

# of Institutions

1,703

Shares Held

225M

Call Options Held

22.4K

Put Options Held

17.4K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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Wescott Financial Advisory Group, LLC Ishares Msci Usa Quality Facto Transaction History