A detailed history of Apex Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Apex Wealth Management, LLC holds 1,834 shares of QUAL stock, worth $356,492. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,834
Previous 1,964 6.62%
Holding current value
$356,492
Previous $359 Million 0.62%
% of portfolio
0.26%
Previous 0.29%

Shares

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

Oct 23, 2025

SELL
$182.33 - $194.5 $23,702 - $25,285
-130 Reduced 6.62%
1,834 $357 Million
Q2 2025

Aug 08, 2025

SELL
$152.42 - $182.82 $1.9 Million - $2.28 Million
-12,453 Reduced 86.38%
1,964 $359 Million
Q1 2025

Apr 29, 2025

SELL
$168.16 - $186.21 $29,596 - $32,772
-176 Reduced 1.21%
14,417 $2.46 Billion
Q4 2024

Feb 14, 2025

BUY
$176.42 - $186.91 $2.57 Million - $2.73 Million
14,593 New
14,593 $2.6 Billion

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Apex Wealth Management, LLC Portfolio

Follow Apex Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apex Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apex Wealth Management, LLC with notifications on news.