Tobias Financial Advisors, Inc. Ishares Msci Usa Quality Facto Transaction History

Tobias Financial Advisors, Inc.

  • $499 Million
  • Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 98,106 shares of QUAL stock, worth $17.4 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares
98,106
Previous 99,233 1.14%
Holding current value
$17.4 Million
Previous $17.7 Million 5.13%
% of portfolio
3.36%
Previous 3.66%

Shares

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

May 15, 2025
SELL
$168.16 - $186.21 $189,516 - $209,858
-1,127 Reduced 1.14%
98,106 $16.8 Million
Q4 2024

Feb 13, 2025
BUY
$176.42 - $186.91 $208,528 - $220,927
1,182 Added 1.21%
99,233 $17.7 Million
Q3 2024

Oct 30, 2024
BUY
$162.64 - $179.3 $237,129 - $261,419
1,458 Added 1.51%
98,051 $17.6 Million
Q2 2024

Aug 13, 2024
BUY
$154.56 - $173.19 $401,701 - $450,120
2,599 Added 2.77%
96,593 $16.5 Million
Q1 2024

May 02, 2024
BUY
$144.62 - $165.44 $119,166 - $136,322
824 Added 0.88%
93,994 $15.4 Million
Q4 2023

Feb 14, 2024
BUY
$127.66 - $147.99 $436,086 - $505,533
3,416 Added 3.81%
93,170 $13.7 Million
Q3 2023

Nov 03, 2023
BUY
$130.77 - $139.97 $2.02 Million - $2.16 Million
15,434 Added 20.77%
89,754 $11.8 Million
Q2 2023

Aug 03, 2023
BUY
$121.98 - $134.87 $57,940 - $64,063
475 Added 0.64%
74,320 $10 Million
Q1 2023

Apr 24, 2023
SELL
$113.23 - $126.2 $1.26 Million - $1.41 Million
-11,152 Reduced 13.12%
73,845 $9.16 Million
Q4 2022

Feb 13, 2023
BUY
$103.82 - $121.24 $166,527 - $194,468
1,604 Added 1.92%
84,997 $9.69 Million
Q3 2022

Nov 14, 2022
BUY
$103.94 - $126.48 $652,327 - $793,788
6,276 Added 8.14%
83,393 $8.67 Million
Q2 2022

Aug 12, 2022
SELL
$108.57 - $135.98 $726,876 - $910,386
-6,695 Reduced 7.99%
77,117 $8.62 Million
Q1 2022

May 09, 2022
BUY
$123.55 - $145.17 $10.4 Million - $12.2 Million
83,812 New
83,812 $11.3 Million
Q4 2021

Feb 09, 2022
SELL
$130.89 - $146.3 $10.8 Million - $12.1 Million
-82,876 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$131.73 - $141.78 $428,912 - $461,635
3,256 Added 4.09%
82,876 $10.9 Million
Q2 2021

Aug 12, 2021
SELL
$123.09 - $133.01 $251,103 - $271,340
-2,040 Reduced 2.5%
79,620 $10.6 Million
Q1 2021

May 07, 2021
SELL
$112.92 - $122.16 $1.39 Million - $1.5 Million
-12,281 Reduced 13.07%
81,660 $9.95 Million
Q4 2020

Feb 12, 2021
BUY
$100.86 - $116.21 $165,107 - $190,235
1,637 Added 1.77%
93,941 $10.9 Million
Q3 2020

Nov 05, 2020
SELL
$96.43 - $110.16 $2.41 Million - $2.75 Million
-24,962 Reduced 21.29%
92,304 $9.58 Million
Q2 2020

Nov 05, 2020
BUY
$77.66 - $101.43 $279,498 - $365,046
3,599 Added 3.17%
117,266 $11.2 Million
Q1 2020

May 13, 2020
BUY
$69.28 - $105.06 $7.86 Million - $11.9 Million
113,496 Added 66371.93%
113,667 $9.21 Million
Q4 2019

Feb 04, 2020
BUY
$89.66 - $101.3 $15,331 - $17,322
171 New
171 $17,000

About ISHARES MSCI USA QUALITY FACTO

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  • Ticker QUAL
  • Sector ETFs
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