Insight Wealth Strategies, LLC QUAL Holdings History
Insight Wealth Strategies, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 142,254.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $26.09 Mil. This investment constitutes 3.3% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.05% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Insight Wealth Strategies, LLC has made 8 purchases of QUAL, at an average price of $103.58, for a total of 254,205.00 shares. In addition, there have been 12 sales at an average price of $130.58 for 111,951.00 shares. Based on historical transaction data and QUAL's current price of $182.62, Insight Wealth Strategies, LLC's estimated gain on his QUAL holdings is $14.27 Mil, reflecting a 54.19% gain to date.
Insight Wealth Strategies, LLC QUAL ($182.62) Holding Chart
Insight Wealth Strategies, LLC QUAL ($182.62) 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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