Legacy Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Legacy Advisors, LLC

$911 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$108.57 - $135.98 $166,546 - $208,593	-1,534 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$130.89 - $146.3 $200,785 - $224,424	1,534 New	1,534 $223,000

Others Institutions Holding QUAL

# of Institutions

1,617

Shares Held

243M

Call Options Held

22.8K

Put Options Held

10.7K

Envestnet Asset Management Inc

31.9M
Shares

$5.93 Billion
1.82% of portfolio
Lpl Financial LLC Fort Mill, SC

18.2M
Shares

$3.38 Billion
1.26% of portfolio
Morgan Stanley New York, NY

9.55M
Shares

$1.78 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

7.48M
Shares

$1.39 Billion
0.11% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.3M
Shares

$1.36 Billion
0.66% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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