Congress Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 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 1,719 shares of QUAL stock, worth $316,416. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,719
Previous 1,245 38.07%
Holding current value
$316,416
Previous $212,000 45.28%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$162.64 - $179.3 $77,091 - $84,988
474 Added 38.07%
1,719 $308,000
Q2 2024

Aug 13, 2024
SELL
$154.56 - $173.19 $53,477 - $59,923
-346 Reduced 21.75%
1,245 $212,000
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
$103.82 - $121.24 $4.4 Million - $5.13 Million
-42,339 Reduced 71.19%
17,138 $1.95 Million
Q3 2022

Nov 08, 2022
BUY
$103.94 - $126.48 $47,188 - $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
1,414
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email