Planned Solutions, Inc. Ishares Msci Usa Quality Facto Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Planned Solutions, Inc. holds 4,420 shares of QUAL stock, worth $726,824. This represents 0.32% of its overall portfolio holdings.

Number of Shares

4,420

Previous 3,491 26.61%

Holding current value

$726,824

Previous $621,000 20.61%

% of portfolio

0.32%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$168.16 - $186.21 $156,220 - $172,989	929 Added 26.61%	4,420 $749,000
Q4 2024 Jan 16, 2025	BUY	$176.42 - $186.91 $332,551 - $352,325	1,885 Added 117.37%	3,491 $621,000
Q2 2024 Jul 24, 2024	BUY	$154.56 - $173.19 $59,041 - $66,158	382 Added 31.21%	1,606 $274,000
Q4 2023 Jan 17, 2024	BUY	$127.66 - $147.99 $156,255 - $181,139	1,224 New	1,224 $180,000
Q1 2021 Apr 29, 2021	SELL	$112.92 - $122.16 $43,587 - $47,153	-386 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$96.43 - $110.16 $37,221 - $42,521	386 New	386 $40,000

Others Institutions Holding QUAL

# of Institutions

1,584

Shares Held

239M

Call Options Held

23.3K

Put Options Held

11.6K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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Planned Solutions, Inc. Ishares Msci Usa Quality Facto Transaction History