A detailed history of Family Wealth Group, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Family Wealth Group, LLC holds 6,004 shares of QUAL stock, worth $1.08 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
6,004
Previous 6,049 0.74%
Holding current value
$1.08 Million
Previous $1.03 Million 4.26%
% of portfolio
1.16%
Previous 1.12%

Shares

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

Nov 14, 2024

SELL
$162.64 - $179.3 $7,318 - $8,068
-45 Reduced 0.74%
6,004 $1.08 Million
Q2 2024

Aug 14, 2024

SELL
$154.56 - $173.19 $71,252 - $79,840
-461 Reduced 7.08%
6,049 $1.03 Million
Q1 2024

Aug 14, 2024

SELL
$144.62 - $165.44 $37,167 - $42,518
-257 Reduced 3.8%
6,510 $1.07 Million
Q4 2023

Feb 14, 2024

BUY
$127.66 - $147.99 $863,875 - $1 Million
6,767 New
6,767 $995,000

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.