Marks Group Wealth Management, Inc Ishares Msci Usa Quality Facto Transaction History

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 14,564 shares of QUAL stock, worth $2.5 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,564
Previous 14,749 1.25%
Holding current value
$2.5 Million
Previous $2.64 Million 1.93%
% of portfolio
0.27%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$176.42 - $186.91 $32,637 - $34,578
-185 Reduced 1.25%
14,564 $2.59 Million
Q3 2024

Oct 30, 2024
SELL
$162.64 - $179.3 $10,246 - $11,295
-63 Reduced 0.43%
14,749 $2.64 Million
Q2 2024

Aug 14, 2024
BUY
$154.56 - $173.19 $12,519 - $14,028
81 Added 0.55%
14,812 $2.53 Million
Q4 2023

Feb 01, 2024
BUY
$127.66 - $147.99 $5,106 - $5,919
40 Added 0.27%
14,731 $2.17 Million
Q3 2023

Oct 30, 2023
SELL
$130.77 - $139.97 $17,261 - $18,476
-132 Reduced 0.89%
14,691 $1.94 Million
Q2 2023

Jul 19, 2023
SELL
$121.98 - $134.87 $1,585 - $1,753
-13 Reduced 0.09%
14,823 $2 Million
Q1 2023

May 03, 2023
BUY
$113.23 - $126.2 $324,064 - $361,184
2,862 Added 23.9%
14,836 $1.84 Million
Q4 2022

Feb 06, 2023
BUY
$103.82 - $121.24 $1.24 Million - $1.45 Million
11,974 New
11,974 $1.36 Million
Q1 2021

May 17, 2021
SELL
$112.92 - $122.16 $394,429 - $426,704
-3,493 Closed
0 $0
Q4 2020

Feb 08, 2021
BUY
$100.86 - $116.21 $85,831 - $98,894
851 Added 32.21%
3,493 $406,000
Q3 2020

Nov 10, 2020
BUY
$96.43 - $110.16 $96 - $110
1 Added 0.04%
2,642 $274,000
Q2 2020

Aug 10, 2020
BUY
$77.66 - $101.43 $205,100 - $267,876
2,641 New
2,641 $253,000

Others Institutions Holding QUAL

# of Institutions
1,578
Shares Held
236M
Call Options Held
23.3K
Put Options Held
11.6K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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