Mosaic Family Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 5,268 shares of QUAL stock, worth $1.01 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,268
Previous 5,960 11.61%
Holding current value
$1.01 Million
Previous $1.02 Billion 5.44%
% of portfolio
0.12%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$152.42 - $182.82 $105,474 - $126,511
-692 Reduced 11.61%
5,268 $963 Million
Q1 2025

May 02, 2025
BUY
$168.16 - $186.21 $7,062 - $7,820
42 Added 0.71%
5,960 $1.02 Billion
Q4 2024

Feb 14, 2025
BUY
$176.42 - $186.91 $66,157 - $70,091
375 Added 6.77%
5,918 $1.05 Billion
Q3 2024

Nov 13, 2024
SELL
$162.64 - $179.3 $192,077 - $211,753
-1,181 Reduced 17.56%
5,543 $994 Million
Q2 2024

Aug 06, 2024
SELL
$154.56 - $173.19 $32,148 - $36,023
-208 Reduced 3.0%
6,724 $1.15 Billion
Q1 2024

Jun 13, 2024
BUY
$144.62 - $165.44 $1,012 - $1,158
7 Added 0.1%
6,932 $1.14 Billion
Q4 2023

Jan 29, 2024
BUY
$127.66 - $147.99 $17,106 - $19,830
134 Added 1.97%
6,925 $1.02 Billion
Q2 2023

Aug 08, 2023
SELL
$121.98 - $134.87 $30,738 - $33,987
-252 Reduced 3.58%
6,791 $916 Million
Q1 2023

Apr 10, 2023
BUY
$113.23 - $126.2 $197,020 - $219,588
1,740 Added 32.81%
7,043 $874 Million
Q4 2022

Feb 14, 2023
BUY
$103.82 - $121.24 $550,557 - $642,935
5,303 New
5,303 $604 Million

Others Institutions Holding QUAL

# of Institutions
1,652
Shares Held
252M
Call Options Held
17.9K
Put Options Held
18.1K
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 Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, 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 Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email