Leading Edge Financial Planning LLC Ishares Msci Usa Quality Facto Transaction History

Leading Edge Financial Planning LLC

$249 Billion
Q2 2024

A detailed history of Leading Edge Financial Planning LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 1,389 shares of QUAL stock, worth $247,755. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,389

Previous 1,344 3.35%

Holding current value

$247,755

Previous $221 Million 7.38%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$154.56 - $173.19 $6,955 - $7,793	45 Added 3.35%	1,389 $237 Million
Q1 2024 May 03, 2024	SELL	$144.62 - $165.44 $89,809 - $102,738	-621 Reduced 31.6%	1,344 $221 Million
Q4 2023 Feb 13, 2024	SELL	$127.66 - $147.99 $372,256 - $431,538	-2,916 Reduced 59.74%	1,965 $289 Million
Q3 2023 Oct 25, 2023	SELL	$130.77 - $139.97 $206,616 - $221,152	-1,580 Reduced 24.45%	4,881 $643 Million
Q2 2023 Jul 17, 2023	SELL	$121.98 - $134.87 $18,784 - $20,769	-154 Reduced 2.33%	6,461 $871 Million
Q1 2023 Apr 20, 2023	BUY	$113.23 - $126.2 $87,073 - $97,047	769 Added 13.15%	6,615 $821 Million
Q4 2022 Mar 02, 2023	BUY	$103.82 - $121.24 $606,931 - $708,769	5,846 New	5,846 $666 Million

Others Institutions Holding QUAL

# of Institutions

1,348

Shares Held

223M

Call Options Held

22.7K

Put Options Held

11.5K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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Leading Edge Financial Planning LLC Ishares Msci Usa Quality Facto Transaction History