Phillips Financial Management, LLC Ishares Msci Usa Quality Facto Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Phillips Financial Management, LLC holds 200 shares of QUAL stock, worth $38,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Holding current value
$38,458
% of portfolio
0.0%

Shares

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

Oct 24, 2025
BUY
$182.33 - $194.5 $36,466 - $38,900
200 New
200 $38,000
Q1 2024

Apr 23, 2024
SELL
$144.62 - $165.44 $7,664 - $8,768
-53 Reduced 68.83%
24 $3,000
Q4 2023

Jan 25, 2024
BUY
$127.66 - $147.99 $9,829 - $11,395
77 New
77 $11,000

Others Institutions Holding QUAL

# of Institutions
1,659
Shares Held
249M
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
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