Investment Planning Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 2,337 shares of QUAL stock, worth $454,266. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,337
Previous 2,478
5.69%
Holding current value
$454,266
Previous $453,000
0.22%
% of portfolio
0.17%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,686Shares Held
232MCall Options Held
22.4KPut Options Held
17.4K-
Envestnet Asset Management Inc26.1MShares$5.07 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$3.6 Billion1.13% of portfolio
-
Morgan Stanley New York, NY9.58MShares$1.86 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.14MShares$1.39 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio