Number of Shares
202,521.00
Current Holdings Value*
$37.02 Mil
% of Portfolio
1.93%
Total Estimate Gain
$5.15 Mil
% of Total Estimate Gain
6.02%

Ameritas Advisory Services, LLC's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-06-30, Ameritas Advisory Services, LLC held 202,521.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $37.02 Mil. This investment constitutes 1.93% of their stock portfolio, and Ameritas Advisory Services, LLC now holds 0.07% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2021Q4. And since then Ameritas Advisory Services, LLC has made 4 purchases of QUAL, at an average price of $147.04, for a total of 581,492.00 shares. In addition, there have been 10 sales at an average price of $139.50 for 378,971.00 shares. Based on historical transaction data and QUAL's current price of $186.57, Ameritas Advisory Services, LLC's estimated gain on his QUAL holdings is $5.15 Mil, reflecting a 6.02% gain to date.

Ameritas Advisory Services, LLC QUAL ($186.57) Holding Chart

Ameritas Advisory Services, LLC QUAL ($186.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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