Kathleen S. Wright Associates Inc. Ishares Msci Usa Quality Facto Transaction History

Kathleen S. Wright Associates Inc.

$246 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	BUY	$130.89 - $146.3 $7,853 - $8,778	60 New	60 $9,000

Others Institutions Holding QUAL

# of Institutions

1,444

Shares Held

226M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.22 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.69 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.66 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.43 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.39 Billion
0.11% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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