Baron Silver Stevens Financial Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$144.62 - $165.44 $256,266 - $293,159	1,772 New	1,772 $291,000
Q1 2021 Apr 27, 2021	SELL	$112.92 - $122.16 $8,694 - $9,406	-77 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$100.86 - $116.21 $7,766 - $8,948	77 New	77 $8,000

Others Institutions Holding QUAL

# of Institutions

1,444

Shares Held

226M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.22 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.69 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.66 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.43 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.39 Billion
0.11% of portfolio

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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