Detalus Advisors, LLC QUAL Holdings History
Detalus Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Detalus Advisors, LLC held 124,043.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $21.20 Mil. This investment constitutes 6.66% of their stock portfolio, and Detalus Advisors, LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then Detalus Advisors, LLC has made 7 purchases of QUAL, at an average price of $130.49, for a total of 144,301.00 shares. In addition, there have been 2 sales at an average price of $137.26 for 20,258.00 shares. Based on historical transaction data and QUAL's current price of $186.06, Detalus Advisors, LLC's estimated gain on his QUAL holdings is $7.03 Mil, reflecting a 37.33% gain to date.
Detalus Advisors, LLC QUAL ($186.06) Holding Chart
Detalus Advisors, LLC QUAL ($186.06) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
