Creative Planning Ishares Msci Usa Quality Facto Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Creative Planning holds 100,821 shares of QUAL stock, worth $19.4 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
100,821
Previous 102,624
1.76%
Holding current value
$19.4 Million
Previous $17.5 Million
5.1%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding QUAL
# of Institutions
1,649Shares Held
252MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc32.5MShares$6.25 Billion1.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.74 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.95 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.08MShares$1.36 Billion0.84% of portfolio