Klingman & Associates, LLC Ishares Msci Usa Quality Facto Transaction History

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,951 shares of QUAL stock, worth $356,486. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,951
Previous 1,912 2.04%
Holding current value
$356,486
Previous $326,000 7.06%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$162.64 - $179.3 $6,342 - $6,992
39 Added 2.04%
1,951 $349,000
Q1 2024

May 01, 2024
SELL
$144.62 - $165.44 $6,507 - $7,444
-45 Reduced 2.3%
1,912 $314,000
Q3 2023

Oct 30, 2023
BUY
$130.77 - $139.97 $255,916 - $273,921
1,957 New
1,957 $257,000

Others Institutions Holding QUAL

# of Institutions
1,444
Shares Held
226M
Call Options Held
16.1K
Put Options Held
9.2K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email