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Ishares Msci Usa Quality Facto invalid shares owned by Klingman & Associates

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $350k 2.0k 179.30
2024-06-30 $327k 1.9k 170.76
2024-03-31 $314k 1.9k 164.35
2023-12-31 $288k 2.0k 147.14
2023-09-30 $258k 2.0k 131.79

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Klingman & Associates

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
Morgan Stanley
Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
BlackRock
Wells Fargo & Company
BlackRock
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services
Bank of New York Mellon

View all funds holding Ishares Msci Usa Quality Facto invalid