Pb Mares Wealth Management LLC Ishares Msci Usa Quality Facto Transaction History

Pb Mares Wealth Management LLC

  • $609 Million
  • Q3 2025

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 1,350 shares of QUAL stock, worth $262,413. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,350
Previous 1,368 1.32%
Holding current value
$262,413
Previous $250,000 4.8%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$182.33 - $194.5 $3,281 - $3,501
-18 Reduced 1.32%
1,350 $262,000
Q2 2025

Jul 18, 2025
SELL
$152.42 - $182.82 $8,687 - $10,420
-57 Reduced 4.0%
1,368 $250,000
Q1 2025

Apr 23, 2025
BUY
$168.16 - $186.21 $19,170 - $21,227
114 Added 8.7%
1,425 $243,000
Q4 2024

Jan 24, 2025
BUY
$176.42 - $186.91 $2,293 - $2,429
13 Added 1.0%
1,311 $233,000
Q3 2024

Oct 25, 2024
BUY
$162.64 - $179.3 $211,106 - $232,731
1,298 New
1,298 $232,000

Others Institutions Holding QUAL

# of Institutions
1,686
Shares Held
232M
Call Options Held
22.4K
Put Options Held
17.4K
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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