Frg Family Wealth Advisors LLC Ishares Msci Usa Quality Facto Transaction History

Frg Family Wealth Advisors LLC

  • $682 Million
  • Q2 2024

A detailed history of Frg Family Wealth Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 3,855 shares of QUAL stock, worth $691,240. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,855
Previous 2,220 73.65%
Holding current value
$691,240
Previous $364,000 80.77%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Aug 07, 2024
BUY
$154.56 - $173.19 $252,705 - $283,165
1,635 Added 73.65%
3,855 $658,000
Q1 2024

May 15, 2024
BUY
$144.62 - $165.44 $86,048 - $98,436
595 Added 36.62%
2,220 $364,000
Q4 2023

Jan 09, 2024
BUY
$127.66 - $147.99 $207,447 - $240,483
1,625 New
1,625 $239,000

Others Institutions Holding QUAL

# of Institutions
1,443
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
Track This Portfolio

Track Frg Family Wealth Advisors LLC Portfolio

Follow Frg Family Wealth Advisors 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 Frg Family Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frg Family Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email