Beacon Bridge Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History

Beacon Bridge Wealth Partners, LLC

$252 Billion
Q2 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 94,627 shares of QUAL stock, worth $17.6 Million. This represents 6.87% of its overall portfolio holdings.

Number of Shares

94,627

Previous 92,295 2.53%

Holding current value

$17.6 Million

Previous $15.8 Billion 9.68%

% of portfolio

6.87%

Previous 6.73%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$152.42 - $182.82 $355,443 - $426,336	2,332 Added 2.53%	94,627 $17.3 Billion
Q1 2025 May 07, 2025	BUY	$168.16 - $186.21 $1.58 Million - $1.75 Million	9,375 Added 11.31%	92,295 $15.8 Billion
Q4 2024 Feb 04, 2025	SELL	$176.42 - $186.91 $936,790 - $992,492	-5,310 Reduced 6.02%	82,920 $14.8 Billion
Q3 2024 Nov 12, 2024	BUY	$162.64 - $179.3 $1.97 Million - $2.18 Million	12,133 Added 15.94%	88,230 $15.8 Billion
Q2 2024 Aug 02, 2024	BUY	$154.56 - $173.19 $1.61 Million - $1.81 Million	10,433 Added 15.89%	76,097 $13 Billion
Q1 2024 May 03, 2024	SELL	$144.62 - $165.44 $326,841 - $373,894	-2,260 Reduced 3.33%	65,664 $10.8 Billion
Q4 2023 Feb 09, 2024	BUY	$127.66 - $147.99 $2.07 Million - $2.4 Million	16,225 Added 31.38%	67,924 $9.99 Billion
Q3 2023 Nov 14, 2023	BUY	$130.77 - $139.97 $6.76 Million - $7.24 Million	51,699 New	51,699 $6.81 Billion

Others Institutions Holding QUAL

# of Institutions

1,629

Shares Held

243M

Call Options Held

22.8K

Put Options Held

10.6K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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Beacon Bridge Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History