Elevate Wealth Advisory, Inc Ishares Msci Usa Quality Facto Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,928 shares of QUAL stock, worth $569,144. This represents 0.41% of its overall portfolio holdings.

Number of Shares

2,928

Previous 3,018 2.98%

Holding current value

$569,144

Previous $552 Million 3.22%

% of portfolio

0.41%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$182.33 - $194.5 $16,409 - $17,505	-90 Reduced 2.98%	2,928 $570 Million
Q2 2025 Jul 23, 2025	BUY	$152.42 - $182.82 $13,717 - $16,453	90 Added 3.07%	3,018 $552 Million
Q1 2025 May 14, 2025	BUY	$168.16 - $186.21 $19,338 - $21,414	115 Added 4.09%	2,928 $500 Million
Q4 2024 Feb 11, 2025	BUY	$176.42 - $186.91 $127,728 - $135,322	724 Added 34.66%	2,813 $501 Million
Q3 2024 Nov 13, 2024	BUY	$162.64 - $179.3 $13,987 - $15,419	86 Added 4.29%	2,089 $375 Million
Q2 2024 Aug 12, 2024	BUY	$154.56 - $173.19 $3,400 - $3,810	22 Added 1.11%	2,003 $342 Million
Q1 2024 May 02, 2024	BUY	$144.62 - $165.44 $9,834 - $11,249	68 Added 3.55%	1,981 $326 Million
Q4 2023 Feb 14, 2024	BUY	$127.66 - $147.99 $244,213 - $283,104	1,913 New	1,913 $282 Million

Others Institutions Holding QUAL

# of Institutions

1,682

Shares Held

232M

Call Options Held

22.4K

Put Options Held

17.4K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Account

Elevate Wealth Advisory, Inc Ishares Msci Usa Quality Facto Transaction History