Congress Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,591 shares of QUAL stock, worth $273,986. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,591
Holding current value
$273,986
% of portfolio
0.0%

Shares

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

Apr 18, 2024
BUY
$144.62 - $165.44 $230,090 - $263,215
1,591 New
1,591 $261,000
Q3 2023

Oct 30, 2023
BUY
$130.77 - $139.97 $109,977 - $117,714
841 Added 51.69%
2,468 $325,000
Q2 2023

Jul 13, 2023
SELL
$121.98 - $134.87 $757,495 - $837,542
-6,210 Reduced 79.24%
1,627 $219,000
Q1 2023

Apr 14, 2023
SELL
$113.23 - $126.2 $1.05 Million - $1.17 Million
-9,301 Reduced 54.27%
7,837 $972,000
Q4 2022

Feb 02, 2023
SELL
$109.33 - $121.24 $4.63 Million - $5.13 Million
-42,339 Reduced 71.19%
17,138 $1.95 Million
Q3 2022

Nov 08, 2022
BUY
$107.29 - $126.48 $48,709 - $57,421
454 Added 0.77%
59,477 $6.18 Million
Q2 2022

Aug 11, 2022
BUY
$108.57 - $135.98 $3.33 Million - $4.18 Million
30,706 Added 108.44%
59,023 $6.59 Million
Q1 2022

May 16, 2022
BUY
$123.55 - $145.17 $2.42 Million - $2.84 Million
19,592 Added 224.55%
28,317 $3.81 Million
Q4 2021

Feb 04, 2022
BUY
$130.89 - $146.3 $1.14 Million - $1.28 Million
8,725 New
8,725 $1.27 Million

Others Institutions Holding QUAL

# of Institutions
1,286
Shares Held
211M
Call Options Held
36.5K
Put Options Held
9.5K
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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