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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$144.62 - $165.44 $44,976 - $51,451
-311 Reduced 7.29%
3,956 $632 Million
Q4 2023

Feb 07, 2024

BUY
$127.66 - $147.99 $294,639 - $341,560
2,308 Added 117.82%
4,267 $628 Million
Q3 2023

Nov 14, 2023

BUY
$130.77 - $139.97 $256,178 - $274,201
1,959 New
1,959 $258 Million
Q1 2023

Oct 30, 2023

BUY
$113.23 - $126.2 $638,051 - $711,137
5,635 Added 291.82%
7,566 $925 Million
Q4 2022

Oct 27, 2023

BUY
$109.33 - $121.24 $211,116 - $234,114
1,931 New
1,931 $220 Million

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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