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

Advocacy Wealth Management Services, LLC

  • $1.07 Billion
  • Q1 2024

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 303,971 shares of QUAL stock, worth $52.7 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares
303,971
Previous 123,989 145.16%
Holding current value
$52.7 Million
Previous $18.2 Million 173.84%
% of portfolio
4.68%
Previous 1.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$109.33 - $121.24 $1.76 Million - $1.95 Million
16,123 New
16,123 $0

Others Institutions Holding QUAL

# of Institutions
1,288
Shares Held
211M
Call Options Held
36.5K
Put Options Held
9.5K
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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