Merit Financial Group, LLC QUAL Holdings History
Merit Financial Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Merit Financial Group, LLC held 512,286.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $87.54 Mil. This investment constitutes 1.31% of their stock portfolio, and Merit Financial Group, LLC now holds 0.18% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Merit Financial Group, LLC has made 11 purchases of QUAL, at an average price of $158.50, for a total of 610,309.00 shares. In addition, there have been 9 sales at an average price of $153.99 for 98,023.00 shares. Based on historical transaction data and QUAL's current price of $183.86, Merit Financial Group, LLC's estimated gain on his QUAL holdings is $12.55 Mil, reflecting a 12.97% gain to date.
Merit Financial Group, LLC QUAL ($183.86) Holding Chart
Merit Financial Group, LLC QUAL ($183.86) 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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