A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 61,119 shares of QUAL stock, worth $10.8 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares
61,119
Previous 60,585 0.88%
Holding current value
$10.8 Million
Previous $9.96 Billion 4.82%
% of portfolio
6.73%
Previous 6.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$154.56 - $173.19 $82,535 - $92,483
534 Added 0.88%
61,119 $10.4 Billion
Q1 2024

Apr 29, 2024

BUY
$144.62 - $165.44 $323,081 - $369,592
2,234 Added 3.83%
60,585 $9.96 Billion
Q4 2023

Feb 28, 2024

BUY
$127.66 - $147.99 $7.45 Million - $8.64 Million
58,351 New
58,351 $8.59 Billion

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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