Lodestone Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,393 shares of QUAL stock, worth $437,248. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,393
Previous 2,873 16.71%
Holding current value
$437,248
Previous $491 Million 12.54%
% of portfolio
0.21%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$162.64 - $179.3 $78,067 - $86,064
-480 Reduced 16.71%
2,393 $429 Million
Q2 2024

Jul 16, 2024
SELL
$154.56 - $173.19 $37,403 - $41,911
-242 Reduced 7.77%
2,873 $491 Million
Q1 2024

Apr 30, 2024
SELL
$144.62 - $165.44 $5,495 - $6,286
-38 Reduced 1.21%
3,115 $512 Million
Q4 2023

Jan 24, 2024
SELL
$127.66 - $147.99 $48,127 - $55,792
-377 Reduced 10.68%
3,153 $464 Million
Q3 2023

Oct 20, 2023
SELL
$130.77 - $139.97 $368,902 - $394,855
-2,821 Reduced 44.42%
3,530 $465 Million
Q2 2023

Jul 25, 2023
SELL
$121.98 - $134.87 $980,109 - $1.08 Million
-8,035 Reduced 55.85%
6,351 $857 Million
Q1 2023

May 15, 2023
SELL
$113.23 - $126.2 $1,471 - $1,640
-13 Reduced 0.09%
14,386 $1.78 Billion
Q4 2022

Feb 09, 2023
BUY
$103.82 - $121.24 $1.49 Million - $1.75 Million
14,399 New
14,399 $1.64 Billion

Others Institutions Holding QUAL

# of Institutions
1,446
Shares Held
227M
Call Options Held
16.1K
Put Options Held
9.2K
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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