Wr Wealth Planners, LLC Ishares Msci Usa Quality Facto Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 6,728 shares of QUAL stock, worth $1.19 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

6,728

Previous 6,269 7.32%

Holding current value

$1.19 Million

Previous $1.03 Million 11.46%

% of portfolio

0.36%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$154.56 - $173.19 $70,943 - $79,494	459 Added 7.32%	6,728 $1.15 Million
Q1 2024 Jul 31, 2024	SELL	$144.62 - $165.44 $1.23 Million - $1.41 Million	-8,494 Reduced 57.54%	6,269 $1.03 Million
Q4 2023 Jul 30, 2024	BUY	$127.66 - $147.99 $1.88 Million - $2.18 Million	14,763 New	14,763 $2.17 Million
Q3 2023 Aug 01, 2024	SELL	$130.77 - $139.97 $364,194 - $389,816	-2,785 Reduced 16.27%	14,333 $1.89 Billion
Q2 2023 Aug 01, 2024	BUY	$121.98 - $134.87 $1.27 Million - $1.4 Million	10,390 Added 154.43%	17,118 $2.31 Billion
Q1 2023 Aug 01, 2024	BUY	$113.23 - $126.2 $1.16 Million - $1.3 Million	10,265 Added 152.57%	16,993 $2.11 Billion

Others Institutions Holding QUAL

# of Institutions

1,345

Shares Held

223M

Call Options Held

22.7K

Put Options Held

11.5K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Ishares Msci Usa Quality Facto Transaction History