A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 2,989 shares of QUAL stock, worth $587,906. This represents 0.52% of its overall portfolio holdings.

Number of Shares
2,989
Previous 1,502 99.0%
Holding current value
$587,906
Previous $257 Million 112.89%
% of portfolio
0.52%
Previous 0.26%

Shares

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

Jul 15, 2025

BUY
$152.42 - $182.82 $226,648 - $271,853
1,487 Added 99.0%
2,989 $546 Million
Q1 2025

Apr 28, 2025

SELL
$168.16 - $186.21 $6,894 - $7,634
-41 Reduced 2.66%
1,502 $257 Million
Q4 2024

Jan 24, 2025

BUY
$176.42 - $186.91 $272,216 - $288,402
1,543 New
1,543 $275 Million

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Oregon Pacific Wealth Management, LLC Portfolio

Follow Oregon Pacific Wealth Management, 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 Oregon Pacific Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oregon Pacific Wealth Management, LLC with notifications on news.