Forthright Family Wealth Advisory LLC Ishares Msci Usa Quality Facto Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 58,486 shares of QUAL stock, worth $10 Million. This represents 7.57% of its overall portfolio holdings.

Number of Shares
58,486
Previous 56,676 3.19%
Holding current value
$10 Million
Previous $10.6 Billion 99.9%
% of portfolio
7.57%
Previous 6.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 03, 2025
BUY
$176.42 - $186.91 $319,320 - $338,307
1,810 Added 3.19%
58,486 $10.4 Million
Q3 2024

Dec 09, 2024
SELL
$162.64 - $179.3 $722,609 - $796,629
-4,443 Reduced 7.27%
56,676 $10.6 Billion
Q2 2024

Aug 12, 2024
BUY
$154.56 - $173.19 $82,535 - $92,483
534 Added 0.88%
61,119 $10.4 Billion
Q1 2024

Apr 29, 2024
BUY
$144.62 - $165.44 $323,081 - $369,592
2,234 Added 3.83%
60,585 $9.96 Billion
Q4 2023

Feb 28, 2024
BUY
$127.66 - $147.99 $7.45 Million - $8.64 Million
58,351 New
58,351 $8.59 Billion

Others Institutions Holding QUAL

# of Institutions
1,578
Shares Held
236M
Call Options Held
23.3K
Put Options Held
11.6K
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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