Evermay Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,384 shares of QUAL stock, worth $252,884. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,384
Previous 1,223 13.16%
Holding current value
$252,884
Previous $208,000 19.23%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 25, 2024
BUY
$162.64 - $179.3 $26,185 - $28,867
161 Added 13.16%
1,384 $248,000
Q3 2022

Nov 14, 2022
SELL
$103.94 - $126.48 $17,254 - $20,995
-166 Reduced 11.95%
1,223 $127,000
Q1 2022

May 16, 2022
BUY
$123.55 - $145.17 $20,509 - $24,098
166 Added 13.57%
1,389 $187,000
Q2 2021

Aug 13, 2021
BUY
$123.09 - $133.01 $150,539 - $162,671
1,223 New
1,223 $163,000

Others Institutions Holding QUAL

# of Institutions
1,444
Shares Held
226M
Call Options Held
16.1K
Put Options Held
9.2K
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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