Iams Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,956 shares of QUAL stock, worth $685,297. This represents 0.39% of its overall portfolio holdings.
Number of Shares
3,956
Previous 4,267
7.29%
Holding current value
$685,297
Previous $628 Million
0.65%
% of portfolio
0.39%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,288Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.68 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.26 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.53 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.41 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.36 Billion0.12% of portfolio