Shared Vision Wealth Group LLC Ishares Msci Usa Quality Facto Transaction History

Shared Vision Wealth Group LLC

$183 Billion
Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 38,165 shares of QUAL stock, worth $6.7 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

38,165

Previous 35,775 6.68%

Holding current value

$6.7 Million

Previous $6.37 Billion 2.37%

% of portfolio

3.56%

Previous 3.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$168.16 - $186.21 $401,902 - $445,041	2,390 Added 6.68%	38,165 $6.52 Billion
Q4 2024 Feb 06, 2025	BUY	$176.42 - $186.91 $31,402 - $33,269	178 Added 0.5%	35,775 $6.37 Billion
Q3 2024 Nov 12, 2024	BUY	$162.64 - $179.3 $116,775 - $128,737	718 Added 2.06%	35,597 $6.38 Billion
Q2 2024 Jul 23, 2024	BUY	$154.56 - $173.19 $158,887 - $178,039	1,028 Added 3.04%	34,879 $5.96 Billion
Q1 2024 May 06, 2024	BUY	$144.62 - $165.44 $536,250 - $613,451	3,708 Added 12.3%	33,851 $5.56 Billion
Q4 2023 Feb 07, 2024	BUY	$127.66 - $147.99 $3.85 Million - $4.46 Million	30,143 New	30,143 $4.44 Billion

Others Institutions Holding QUAL

# of Institutions

1,597

Shares Held

241M

Call Options Held

22.8K

Put Options Held

10.7K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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Shared Vision Wealth Group LLC Ishares Msci Usa Quality Facto Transaction History