Heritage Wealth Advisors Ishares Msci Usa Quality Facto Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Heritage Wealth Advisors holds 505 shares of QUAL stock, worth $90,910. This represents 0.0% of its overall portfolio holdings.

Number of Shares
505
Holding current value
$90,910
% of portfolio
0.0%

Shares

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

Nov 12, 2024
BUY
$162.64 - $179.3 $82,133 - $90,546
505 New
505 $90,000
Q2 2021

Jul 27, 2021
BUY
$123.09 - $133.01 $42,219 - $45,622
343 New
343 $40,000
Q1 2021

Apr 27, 2021
SELL
$112.92 - $122.16 $38,731 - $41,900
-343 Closed
0 $0
Q2 2020

Jul 17, 2020
SELL
$77.66 - $101.43 $22,599 - $29,516
-291 Reduced 45.9%
343 $32,000
Q2 2020

Jul 17, 2020
SELL
$77.66 - $101.43 $21,744 - $28,400
-280 Reduced 30.63%
634 $32,000
Q3 2019

Oct 30, 2019
BUY
$88.14 - $94.1 $80,559 - $86,007
914 New
914 $84,000

Others Institutions Holding QUAL

# of Institutions
1,447
Shares Held
227M
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 Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email