Caliber Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 93,120 shares of QUAL stock, worth $18.3 Million. This represents 8.14% of its overall portfolio holdings.

Number of Shares
93,120
Previous 95,550 2.54%
Holding current value
$18.3 Million
Previous $14.1 Million 8.86%
% of portfolio
8.14%
Previous 8.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$144.62 - $165.44 $351,426 - $402,019
-2,430 Reduced 2.54%
93,120 $15.3 Million
Q4 2023

Apr 22, 2024
BUY
$127.66 - $147.99 $97,532 - $113,064
764 Added 0.81%
95,550 $14.1 Million
Q3 2023

Oct 16, 2023
BUY
$130.77 - $139.97 $75,192 - $80,482
575 Added 0.61%
94,786 $12.5 Million
Q2 2023

Jul 27, 2023
BUY
$121.98 - $134.87 $5.95 Million - $6.58 Million
48,756 Added 107.26%
94,211 $12.7 Million
Q1 2023

Apr 10, 2023
BUY
$113.23 - $126.2 $5.15 Million - $5.74 Million
45,455 New
45,455 $5.64 Million

Others Institutions Holding QUAL

# of Institutions
1,654
Shares Held
252M
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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