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 9,428 shares of QUAL stock, worth $1.73 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
9,428
Previous 6,728 40.13%
Holding current value
$1.73 Million
Previous $1.15 Million 47.21%
% of portfolio
0.49%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA QUALITY FACTO


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