Forvis Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,293 shares of QUAL stock, worth $414,711. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,293
Previous 2,293 -0.0%
Holding current value
$414,711
Previous $391,000 5.12%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$154.56 - $173.19 $154 - $173
1 Added 0.04%
2,293 $391,000
Q1 2024

Apr 19, 2024
SELL
$144.62 - $165.44 $41,650 - $47,646
-288 Reduced 11.16%
2,292 $376,000
Q4 2023

Jan 11, 2024
BUY
$127.66 - $147.99 $95,872 - $111,140
751 Added 41.06%
2,580 $379,000
Q1 2023

Apr 26, 2023
SELL
$113.23 - $126.2 $7,020 - $7,824
-62 Reduced 3.28%
1,829 $226,000
Q4 2022

Feb 02, 2023
BUY
$103.82 - $121.24 $196,323 - $229,264
1,891 New
1,891 $215,000
Q2 2022

Jul 22, 2022
SELL
$108.57 - $135.98 $35,393 - $44,329
-326 Reduced 15.01%
1,846 $206,000
Q1 2022

May 10, 2022
BUY
$123.55 - $145.17 $50,902 - $59,810
412 Added 23.41%
2,172 $292,000
Q4 2021

Jan 14, 2022
BUY
$130.89 - $146.3 $9,031 - $10,094
69 Added 4.08%
1,760 $256,000
Q3 2021

Oct 14, 2021
SELL
$131.73 - $141.78 $100,378 - $108,036
-762 Reduced 31.06%
1,691 $223,000
Q2 2021

Jul 14, 2021
BUY
$123.09 - $133.01 $301,939 - $326,273
2,453 New
2,453 $326,000

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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