Blue Zone Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Blue Zone Wealth Advisors, LLC

  • $327 Million
  • Q1 2025

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 1,883 shares of QUAL stock, worth $330,730. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,883
Previous 2,163 12.94%
Holding current value
$330,730
Previous $385,000 17.14%
% of portfolio
0.1%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$168.16 - $186.21 $47,084 - $52,138
-280 Reduced 12.94%
1,883 $319,000
Q4 2024

Jan 30, 2025
BUY
$176.42 - $186.91 $5,469 - $5,794
31 Added 1.45%
2,163 $385,000
Q3 2024

Oct 07, 2024
BUY
$162.64 - $179.3 $346,748 - $382,267
2,132 New
2,132 $382,000
Q2 2022

Jul 13, 2022
SELL
$108.57 - $135.98 $209,214 - $262,033
-1,927 Closed
0 $0
Q1 2022

Apr 08, 2022
BUY
$123.55 - $145.17 $238,080 - $279,742
1,927 New
1,927 $259,000

Others Institutions Holding QUAL

# of Institutions
1,597
Shares Held
241M
Call Options Held
22.8K
Put Options Held
10.7K
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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