Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Msci Usa Quality Facto Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 950,182 shares of QUAL stock, worth $183 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares
950,182
Previous 997,825 4.77%
Holding current value
$183 Million
Previous $171 Million 1.87%
% of portfolio
3.98%
Previous 4.43%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$152.42 - $182.82 $7.26 Million - $8.71 Million
-47,643 Reduced 4.77%
950,182 $174 Million
Q1 2025

May 08, 2025
BUY
$168.16 - $186.21 $6.64 Million - $7.35 Million
39,476 Added 4.12%
997,825 $171 Million
Q4 2024

Jan 21, 2025
BUY
$176.42 - $186.91 $20.5 Million - $21.7 Million
116,187 Added 13.8%
958,349 $171 Million
Q3 2024

Oct 31, 2024
BUY
$162.64 - $179.3 $6.6 Million - $7.28 Million
40,583 Added 5.06%
842,162 $151 Million
Q2 2024

Aug 09, 2024
BUY
$154.56 - $173.19 $3.66 Million - $4.1 Million
23,666 Added 3.04%
801,579 $137 Million
Q1 2024

May 06, 2024
BUY
$144.62 - $165.44 $4.09 Million - $4.68 Million
28,277 Added 3.77%
777,913 $128 Million
Q4 2023

Feb 06, 2024
BUY
$127.66 - $147.99 $20.4 Million - $23.6 Million
159,562 Added 27.04%
749,636 $110 Million
Q3 2023

Nov 02, 2023
BUY
$130.77 - $139.97 $2.42 Million - $2.6 Million
18,541 Added 3.24%
590,074 $77.8 Million
Q2 2023

Aug 11, 2023
BUY
$121.98 - $134.87 $4.77 Million - $5.27 Million
39,070 Added 7.34%
571,533 $77.1 Million
Q1 2023

May 09, 2023
BUY
$113.23 - $126.2 $9.06 Million - $10.1 Million
79,975 Added 17.67%
532,463 $66.1 Million
Q4 2022

Feb 07, 2023
BUY
$103.82 - $121.24 $8.38 Million - $9.78 Million
80,672 Added 21.7%
452,488 $51.6 Million
Q3 2022

Nov 02, 2022
BUY
$103.94 - $126.48 $2.37 Million - $2.89 Million
22,828 Added 6.54%
371,816 $38.6 Million
Q2 2022

Aug 02, 2022
BUY
$108.57 - $135.98 $2.87 Million - $3.6 Million
26,444 Added 8.2%
348,988 $39 Million
Q1 2022

May 13, 2022
SELL
$123.55 - $145.17 $1.26 Million - $1.48 Million
-10,208 Reduced 3.07%
322,544 $43.4 Million
Q4 2021

Feb 14, 2022
BUY
$130.89 - $146.3 $2.42 Million - $2.7 Million
18,478 Added 5.88%
332,752 $48.4 Million
Q3 2021

Nov 02, 2021
BUY
$131.73 - $141.78 $3.28 Million - $3.53 Million
24,898 Added 8.6%
314,274 $41.4 Million
Q2 2021

Aug 12, 2021
BUY
$123.09 - $133.01 $4.37 Million - $4.72 Million
35,492 Added 13.98%
289,376 $38.4 Million
Q1 2021

May 17, 2021
BUY
$112.92 - $122.16 $1.33 Million - $1.43 Million
11,737 Added 4.85%
253,884 $30.9 Million
Q4 2020

Feb 12, 2021
BUY
$100.86 - $116.21 $2.1 Million - $2.41 Million
20,781 Added 9.39%
242,147 $28.1 Million
Q3 2020

Nov 12, 2020
BUY
$96.43 - $110.16 $1.72 Million - $1.97 Million
17,857 Added 8.77%
221,366 $23 Million
Q2 2020

Aug 12, 2020
BUY
$77.66 - $101.43 $2.6 Million - $3.39 Million
33,430 Added 19.66%
203,509 $19.5 Million
Q1 2020

May 11, 2020
BUY
$69.28 - $105.06 $5.73 Million - $8.69 Million
82,744 Added 94.74%
170,079 $13.8 Million
Q4 2019

Feb 13, 2020
BUY
$89.66 - $101.3 $1.19 Million - $1.34 Million
13,270 Added 17.92%
87,335 $8.82 Million
Q3 2019

Nov 13, 2019
BUY
$88.14 - $94.1 $1.54 Million - $1.64 Million
17,445 Added 30.81%
74,065 $6.84 Million
Q2 2019

Aug 12, 2019
SELL
$85.59 - $92.22 $631,226 - $680,122
-7,375 Reduced 11.52%
56,620 $5.18 Million
Q1 2019

May 13, 2019
BUY
$74.79 - $88.74 $1.86 Million - $2.2 Million
24,825 Added 63.38%
63,995 $5.67 Million
Q4 2018

Feb 13, 2019
BUY
$71.91 - $90.78 $2.82 Million - $3.56 Million
39,170 New
39,170 $3.01 Million

Others Institutions Holding QUAL

# of Institutions
1,649
Shares Held
252M
Call Options Held
17.9K
Put Options Held
18.1K
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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