Cherry Tree Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,582 shares of QUAL stock, worth $660,592. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,582
Previous 3,320 7.89%
Holding current value
$660,592
Previous $546 Million 12.1%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Aug 06, 2024
BUY
$154.56 - $173.19 $40,494 - $45,375
262 Added 7.89%
3,582 $612 Million
Q1 2024

May 01, 2024
BUY
$144.62 - $165.44 $49,604 - $56,745
343 Added 11.52%
3,320 $546 Million
Q4 2023

Feb 06, 2024
SELL
$127.66 - $147.99 $5,234 - $6,067
-41 Reduced 1.36%
2,977 $438 Million
Q3 2023

Nov 14, 2023
BUY
$130.77 - $139.97 $95,331 - $102,038
729 Added 31.85%
3,018 $398 Million
Q2 2023

Aug 09, 2023
BUY
$121.98 - $134.87 $279,212 - $308,717
2,289 New
2,289 $309 Million

Others Institutions Holding QUAL

# of Institutions
1,407
Shares Held
225M
Call Options Held
22.7K
Put Options Held
11.5K
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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