Plante Moran Financial Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,823 shares of QUAL stock, worth $317,220. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,823
Previous 1,951 6.56%
Holding current value
$317,220
Previous $347,000 10.37%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$168.16 - $186.21 $21,524 - $23,834
-128 Reduced 6.56%
1,823 $311,000
Q4 2024

Feb 05, 2025
BUY
$176.42 - $186.91 $7,056 - $7,476
40 Added 2.09%
1,951 $347,000
Q3 2024

Oct 30, 2024
BUY
$162.64 - $179.3 $35,618 - $39,266
219 Added 12.94%
1,911 $342,000
Q2 2024

Aug 12, 2024
BUY
$154.56 - $173.19 $165,070 - $184,966
1,068 Added 171.15%
1,692 $288,000
Q1 2024

May 09, 2024
BUY
$144.62 - $165.44 $50,761 - $58,069
351 Added 128.57%
624 $102,000
Q4 2023

Feb 05, 2024
BUY
$127.66 - $147.99 $34,851 - $40,401
273 New
273 $40,000
Q1 2023

May 08, 2023
BUY
$113.23 - $126.2 $16,305 - $18,172
144 New
144 $17,000
Q4 2020

Feb 09, 2021
SELL
$100.86 - $116.21 $0 - $0
0 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$96.43 - $110.16 $0 - $0
0 New
0 $0
Q4 2018

Jan 29, 2019
SELL
$71.91 - $90.78 $39,766 - $50,201
-553 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
$83.34 - $91.26 $46,087 - $50,466
553 New
553 $50,000

Others Institutions Holding QUAL

# of Institutions
1,593
Shares Held
241M
Call Options Held
22.8K
Put Options Held
10.6K
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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