Wr Wealth Planners, LLC Ishares Msci Usa Quality Facto Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 4,083 shares of QUAL stock, worth $698,642. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,083
Previous 9,428 56.69%
Holding current value
$698,642
Previous $1.69 Million 56.98%
% of portfolio
0.24%
Previous 0.49%

Shares

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

Feb 05, 2025
SELL
$176.42 - $186.91 $942,964 - $999,033
-5,345 Reduced 56.69%
4,083 $727,000
Q3 2024

Oct 17, 2024
BUY
$162.64 - $179.3 $439,127 - $484,110
2,700 Added 40.13%
9,428 $1.69 Million
Q2 2024

Jul 31, 2024
BUY
$154.56 - $173.19 $70,943 - $79,494
459 Added 7.32%
6,728 $1.15 Million
Q1 2024

Jul 31, 2024
SELL
$144.62 - $165.44 $1.23 Million - $1.41 Million
-8,494 Reduced 57.54%
6,269 $1.03 Million
Q4 2023

Jul 30, 2024
BUY
$127.66 - $147.99 $1.88 Million - $2.18 Million
14,763 New
14,763 $2.17 Million
Q3 2023

Aug 01, 2024
SELL
$130.77 - $139.97 $364,194 - $389,816
-2,785 Reduced 16.27%
14,333 $1.89 Billion
Q2 2023

Aug 01, 2024
BUY
$121.98 - $134.87 $1.27 Million - $1.4 Million
10,390 Added 154.43%
17,118 $2.31 Billion
Q1 2023

Aug 01, 2024
BUY
$113.23 - $126.2 $1.16 Million - $1.3 Million
10,265 Added 152.57%
16,993 $2.11 Billion
Q3 2022

Oct 10, 2024
SELL
$103.94 - $126.48 $679,663 - $827,052
-6,539 Reduced 97.19%
189 $19.6 Million
Q2 2022

Oct 17, 2024
BUY
$108.57 - $135.98 $217 - $271
2 Added 1.07%
189 $21.1 Million
Q1 2022

Oct 17, 2024
SELL
$123.55 - $145.17 $1.14 Million - $1.34 Million
-9,241 Reduced 98.02%
187 $25.2 Million

Others Institutions Holding QUAL

# of Institutions
1,576
Shares Held
236M
Call Options Held
23.3K
Put Options Held
11.6K
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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