Institute For Wealth Management, Llc. Ishares Msci Usa Quality Facto Transaction History
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,813 shares of QUAL stock, worth $3.9 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
21,813
Previous 23,877
8.64%
Holding current value
$3.9 Million
Previous $3.92 Million
5.1%
% of portfolio
0.51%
Previous 0.51%
Shares
20 transactions
Others Institutions Holding QUAL
# of Institutions
1,346Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio