Holistic Planning, LLC Ishares Msci Usa Quality Facto Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Holistic Planning, LLC holds 1,853 shares of QUAL stock, worth $313,842. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,853
Holding current value
$313,842
% of portfolio
0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$168.16 - $186.21 $311,600 - $345,047
1,853 New
1,853 $317 Million
Q4 2023

Feb 14, 2024
BUY
$127.66 - $147.99 $217,660 - $252,322
1,705 New
1,705 $251 Million

Others Institutions Holding QUAL

# of Institutions
1,590
Shares Held
247M
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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