Sightline Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 2,194 shares of QUAL stock, worth $407,316. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,194
Previous 2,758 20.45%
Holding current value
$407,316
Previous $471,000 14.86%
% of portfolio
0.19%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$152.42 - $182.82 $85,964 - $103,110
-564 Reduced 20.45%
2,194 $401,000
Q1 2025

Apr 29, 2025
SELL
$168.16 - $186.21 $915,967 - $1.01 Million
-5,447 Reduced 66.39%
2,758 $471,000
Q4 2024

Jan 13, 2025
SELL
$176.42 - $186.91 $150,486 - $159,434
-853 Reduced 9.42%
8,205 $1.46 Million
Q3 2024

Oct 21, 2024
BUY
$162.64 - $179.3 $563,384 - $621,095
3,464 Added 61.92%
9,058 $1.62 Million
Q2 2024

Aug 02, 2024
BUY
$154.56 - $173.19 $350,542 - $392,794
2,268 Added 68.19%
5,594 $955,000
Q1 2024

Apr 24, 2024
BUY
$144.62 - $165.44 $481,006 - $550,253
3,326 New
3,326 $546,000

Others Institutions Holding QUAL

# of Institutions
1,631
Shares Held
249M
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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