Org Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,796 shares of QUAL stock, worth $510,549. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,796
Previous 3,966 29.5%
Holding current value
$510,549
Previous $711 Million 99.93%
% of portfolio
0.36%
Previous 0.24%

Shares

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

Jan 10, 2025
SELL
$176.42 - $186.91 $206,411 - $218,684
-1,170 Reduced 29.5%
2,796 $497,000
Q3 2024

Oct 11, 2024
BUY
$162.64 - $179.3 $645,030 - $711,103
3,966 New
3,966 $711 Million

Others Institutions Holding QUAL

# of Institutions
1,564
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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