Financial Advisors, LLC QUAL Holdings History
Financial Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Financial Advisors, LLC held 335,246.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $57.29 Mil. This investment constitutes 11.3% of their stock portfolio, and Financial Advisors, LLC now holds 0.12% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q1. And since then Financial Advisors, LLC has made 8 purchases of QUAL, at an average price of $131.43, for a total of 347,582.00 shares. In addition, there have been 5 sales at an average price of $151.65 for 12,336.00 shares. Based on historical transaction data and QUAL's current price of $184.48, Financial Advisors, LLC's estimated gain on his QUAL holdings is $18.04 Mil, reflecting a 39.48% gain to date.
Financial Advisors, LLC QUAL ($184.48) Holding Chart
Financial Advisors, LLC QUAL ($184.48) 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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