Panoramic Investment Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 26,335 shares of QUAL stock, worth $4.88 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

26,335

Previous 27,174 3.09%

Holding current value

$4.88 Million

Previous $4.84 Billion 7.0%

% of portfolio

3.04%

Previous 3.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$168.16 - $186.21 $141,086 - $156,230	-839 Reduced 3.09%	26,335 $4.5 Billion
Q4 2024 Jan 24, 2025	BUY	$176.42 - $186.91 $361,661 - $383,165	2,050 Added 8.16%	27,174 $4.84 Billion
Q3 2024 Oct 31, 2024	SELL	$162.64 - $179.3 $27,811 - $30,660	-171 Reduced 0.68%	25,124 $4.5 Billion
Q1 2024 Apr 18, 2024	SELL	$144.62 - $165.44 $172,531 - $197,369	-1,193 Reduced 4.5%	25,295 $4.16 Billion
Q4 2023 Jan 23, 2024	SELL	$127.66 - $147.99 $172,085 - $199,490	-1,348 Reduced 4.84%	26,488 $3.9 Billion
Q3 2023 Nov 15, 2023	BUY	$130.77 - $139.97 $3.64 Million - $3.9 Million	27,836 New	27,836 $3.67 Billion

Others Institutions Holding QUAL

# of Institutions

1,620

Shares Held

243M

Call Options Held

22.8K

Put Options Held

10.6K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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Panoramic Investment Advisors, LLC Ishares Msci Usa Quality Facto Transaction History