Rooted Wealth Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$103.82 - $121.24 $1.49 Million - $1.74 Million	14,386 New	14,386 $1.64 Million

Others Institutions Holding QUAL

# of Institutions

1,480

Shares Held

228M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.26 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.71 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.67 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.44 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.4 Billion
0.11% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

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