Investment Planning Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 2,478 shares of QUAL stock, worth $473,322. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,478
Previous 3,844
35.54%
Holding current value
$473,322
Previous $656,000
30.95%
% of portfolio
0.22%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,653Shares Held
252MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.2 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.72 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.93 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.43 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.35 Billion0.84% of portfolio