Bergan Kdv Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,806 shares of QUAL stock, worth $539,565. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,806
Previous 2,806 -0.0%
Holding current value
$539,565
Previous $348,000 8.62%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
BUY
$103.82 - $121.24 $12,873 - $15,033
124 Added 4.62%
2,806 $319,000
Q1 2022

May 09, 2022
SELL
$123.55 - $145.17 $35,705 - $41,954
-289 Reduced 9.73%
2,682 $361,000
Q4 2021

Jan 28, 2022
BUY
$130.89 - $146.3 $37,827 - $42,280
289 Added 10.78%
2,971 $432,000
Q1 2021

May 11, 2021
BUY
$112.92 - $122.16 $284,219 - $307,476
2,517 Added 1525.45%
2,682 $327,000
Q4 2020

Feb 04, 2021
BUY
$100.86 - $116.21 $16,641 - $19,174
165 New
165 $19,000

Others Institutions Holding QUAL

# of Institutions
1,648
Shares Held
250M
Call Options Held
17.9K
Put Options Held
18.1K
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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