A detailed history of Copia Wealth Management transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Copia Wealth Management holds 523 shares of QUAL stock, worth $84,427. This represents 0.08% of its overall portfolio holdings.

Number of Shares
523
Previous 573 8.73%
Holding current value
$84,427
Previous $102 Million 12.41%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Apr 17, 2025

SELL
$168.16 - $186.21 $8,408 - $9,310
-50 Reduced 8.73%
523 $89.4 Million
Q4 2024

Mar 06, 2025

BUY
$176.42 - $186.91 $101,088 - $107,099
573 New
573 $102 Million

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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