Advocacy Wealth Management Services, LLC Ishares Msci Usa Quality Facto Transaction History

Advocacy Wealth Management Services, LLC

  • $1.92 Billion
  • Q3 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 624,740 shares of QUAL stock, worth $121 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares
624,740
Previous 435,845 43.34%
Holding current value
$121 Million
Previous $79.7 Million 52.5%
% of portfolio
6.34%
Previous 6.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$182.33 - $194.5 $34.4 Million - $36.7 Million
188,895 Added 43.34%
624,740 $122 Million
Q2 2025

Aug 13, 2025
BUY
$152.42 - $182.82 $3.35 Million - $4.02 Million
21,989 Added 5.31%
435,845 $79.7 Million
Q1 2025

May 06, 2025
BUY
$168.16 - $186.21 $7.85 Million - $8.69 Million
46,687 Added 12.72%
413,856 $70.7 Million
Q4 2024

Feb 14, 2025
BUY
$176.42 - $186.91 $3.27 Million - $3.46 Million
18,509 Added 5.31%
367,169 $65.4 Million
Q3 2024

Oct 31, 2024
BUY
$162.64 - $179.3 $4.1 Million - $4.52 Million
25,187 Added 7.79%
348,660 $62.5 Million
Q2 2024

Jul 10, 2024
BUY
$154.56 - $173.19 $3.01 Million - $3.38 Million
19,502 Added 6.42%
323,473 $55.2 Million
Q1 2024

Apr 15, 2024
BUY
$144.62 - $165.44 $26 Million - $29.8 Million
179,982 Added 145.16%
303,971 $50 Million
Q4 2023

Jan 23, 2024
BUY
$127.66 - $147.99 $13.8 Million - $16 Million
108,316 Added 691.1%
123,989 $18.2 Million
Q1 2023

Apr 14, 2023
SELL
$113.23 - $126.2 $50,953 - $56,790
-450 Reduced 2.79%
15,673 $1.94 Million
Q4 2022

Jan 27, 2023
BUY
$103.82 - $121.24 $1.67 Million - $1.95 Million
16,123 New
16,123 $0

Others Institutions Holding QUAL

# of Institutions
1,685
Shares Held
231M
Call Options Held
22.4K
Put Options Held
17.4K
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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