Big Sur Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History

Big Sur Wealth Management LLC

  • $341 Million
  • Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 12,000 shares of QUAL stock, worth $2.19 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
12,000
Previous 12,000 -0.0%
Holding current value
$2.19 Million
Previous $2.15 Million 0.7%
% of portfolio
0.63%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$121.98 - $134.87 $1.46 Million - $1.62 Million
12,000 New
12,000 $1.62 Million
Q2 2021

Jul 29, 2021
SELL
$123.09 - $133.01 $474,388 - $512,620
-3,854 Closed
0 $0
Q1 2021

May 06, 2021
BUY
$112.92 - $122.16 $435,193 - $470,804
3,854 New
3,854 $469,000

Others Institutions Holding QUAL

# of Institutions
1,564
Shares Held
236M
Call Options Held
23.3K
Put Options Held
11.6K
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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