Wealth Management Associates, Inc. Ishares Msci Usa Quality Facto Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 2,145 shares of QUAL stock, worth $379,793. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,145

Previous 1,993 7.63%

Holding current value

$379,793

Previous $355 Million 3.28%

% of portfolio

0.16%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	BUY	$168.16 - $186.21 $25,560 - $28,303	152 Added 7.63%	2,145 $367 Million
Q4 2024 May 28, 2025	BUY	$176.42 - $186.91 $4,763 - $5,046	27 Added 1.37%	1,993 $355 Million
Q3 2024 May 28, 2025	SELL	$162.64 - $179.3 $6,505 - $7,172	-40 Reduced 1.99%	1,966 $353 Million
Q1 2024 May 28, 2025	BUY	$144.62 - $165.44 $68,260 - $78,087	472 Added 30.77%	2,006 $343 Million
Q4 2023 May 28, 2025	BUY	$127.66 - $147.99 $195,830 - $227,016	1,534 New	1,534 $226 Million
Q1 2022 May 28, 2025	SELL	$123.55 - $145.17 $177,170 - $208,173	-1,434 Closed	0 $0
Q4 2021 May 28, 2025	BUY	$130.89 - $146.3 $187,696 - $209,794	1,434 New	1,434 $209 Million

Others Institutions Holding QUAL

# of Institutions

1,596

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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Wealth Management Associates, Inc. Ishares Msci Usa Quality Facto Transaction History