LPL Financial LLC QUAL Holdings History
LPL Financial LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, LPL Financial LLC held 18.19 Mil shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $3.11 Bil. This investment constitutes 1.21% of their stock portfolio, and LPL Financial LLC now holds 6.35% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then LPL Financial LLC has made 13 purchases of QUAL, at an average price of $123.90, for a total of 20.31 Mil shares. In addition, there have been 7 sales at an average price of $126.04 for 2.12 Mil shares. Based on historical transaction data and QUAL's current price of $184.03, LPL Financial LLC's estimated gain on his QUAL holdings is $1.10 Bil, reflecting a 43.64% gain to date.
LPL Financial LLC QUAL ($184.03) Holding Chart
LPL Financial LLC QUAL ($184.03) 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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