Wiser Wealth Management, Inc Ishares Msci Usa Quality Facto Transaction History

Wiser Wealth Management, Inc

$354 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$108.57 - $135.98 $12 Million - $15.1 Million	-110,691 Reduced 98.23%	2,000 $223,000
Q1 2022 May 11, 2022	BUY	$123.55 - $145.17 $1.12 Million - $1.31 Million	9,029 Added 8.71%	112,691 $15.2 Million
Q4 2021 Jan 27, 2022	BUY	$130.89 - $146.3 $545,287 - $609,485	4,166 Added 4.19%	103,662 $15.1 Million
Q3 2021 Oct 13, 2021	BUY	$131.73 - $141.78 $1.34 Million - $1.44 Million	10,148 Added 11.36%	99,496 $13.1 Million
Q2 2021 Aug 04, 2021	BUY	$123.09 - $133.01 $780,144 - $843,017	6,338 Added 7.64%	89,348 $11.9 Million
Q1 2021 Apr 14, 2021	BUY	$112.92 - $122.16 $357,617 - $386,880	3,167 Added 3.97%	83,010 $10.1 Million
Q4 2020 Feb 09, 2021	BUY	$100.86 - $116.21 $8.05 Million - $9.28 Million	79,843 New	79,843 $9.28 Million

Others Institutions Holding QUAL

# of Institutions

1,462

Shares Held

228M

Call Options Held

16.1K

Put Options Held

9.2K

Envestnet Asset Management Inc

28.5M
Shares

$5.16 Billion
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

14.7M
Shares

$2.66 Billion
1.21% of portfolio
Morgan Stanley New York, NY

9.07M
Shares

$1.64 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.83M
Shares

$1.42 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

7.61M
Shares

$1.37 Billion
0.11% of portfolio

About ISHARES MSCI USA QUALITY FACTO

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