Williams & Novak, LLC Ishares Msci Usa Quality Facto Transaction History

Williams & Novak, LLC

$130 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$168.16 - $186.21 $889,902 - $985,423	5,292 New	5,292 $906 Million

Others Institutions Holding QUAL

# of Institutions

1,686

Shares Held

232M

Call Options Held

22.4K

Put Options Held

17.4K

Envestnet Asset Management Inc

26.1M
Shares

$5.07 Billion
1.57% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$3.6 Billion
1.13% of portfolio
Morgan Stanley New York, NY

9.58M
Shares

$1.86 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

7.14M
Shares

$1.39 Billion
0.1% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.76M
Shares

$1.31 Billion
0.81% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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