Trademark Financial Management, LLC Ishares Msci Usa Quality Facto Transaction History

Trademark Financial Management, LLC

  • $123 Billion
  • Q2 2024

A detailed history of Trademark Financial Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Trademark Financial Management, LLC holds 36,339 shares of QUAL stock, worth $6.5 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares
36,339
Previous 34,465 5.44%
Holding current value
$6.5 Million
Previous $5.66 Billion 9.55%
% of portfolio
5.05%
Previous 4.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$154.56 - $173.19 $289,645 - $324,558
1,874 Added 5.44%
36,339 $6.21 Billion
Q1 2024

May 07, 2024
BUY
$144.62 - $165.44 $2.12 Million - $2.42 Million
14,643 Added 73.87%
34,465 $5.66 Billion
Q4 2023

Feb 13, 2024
BUY
$127.66 - $147.99 $2.53 Million - $2.93 Million
19,822 New
19,822 $2.92 Billion

Others Institutions Holding QUAL

# of Institutions
1,352
Shares Held
223M
Call Options Held
22.7K
Put Options Held
11.5K
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 Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, 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 Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email