A detailed history of Beacon Financial Planning, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 9,090 shares of QUAL stock, worth $1.62 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
9,090
Previous 5,376 69.08%
Holding current value
$1.62 Million
Previous $884 Million 75.68%
% of portfolio
1.05%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$154.56 - $173.19 $574,035 - $643,227
3,714 Added 69.08%
9,090 $1.55 Billion
Q1 2024

Apr 22, 2024

BUY
$144.62 - $165.44 $311,077 - $355,861
2,151 Added 66.7%
5,376 $884 Million
Q4 2023

Jan 29, 2024

BUY
$127.66 - $147.99 $411,703 - $477,267
3,225 New
3,225 $475 Million

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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