Sequent Planning LLC Ishares Msci Usa Quality Facto Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sequent Planning LLC holds 1,263 shares of QUAL stock, worth $213,914. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,263
Previous 1,371 7.88%
Holding current value
$213,914
Previous $244 Million 11.59%
% of portfolio
0.08%
Previous 0.09%

Shares

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

May 13, 2025
SELL
$168.16 - $186.21 $18,161 - $20,110
-108 Reduced 7.88%
1,263 $216 Million
Q4 2024

Feb 11, 2025
BUY
$176.42 - $186.91 $14,819 - $15,700
84 Added 6.53%
1,371 $244 Million
Q3 2024

Nov 14, 2024
BUY
$162.64 - $179.3 $209,317 - $230,759
1,287 New
1,287 $231 Million

Others Institutions Holding QUAL

# of Institutions
1,589
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
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email