OAK FAMILY ADVISORS, LLC IQLT Holdings History
OAK FAMILY ADVISORS, LLC's iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, OAK FAMILY ADVISORS, LLC held 228,062.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $9.05 Mil. This investment constitutes 3.05% of their stock portfolio, and OAK FAMILY ADVISORS, LLC now holds 0.1% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2020Q4. And since then OAK FAMILY ADVISORS, LLC has made 10 purchases of IQLT, at an average price of $35.07, for a total of 376,433.00 shares. In addition, there have been 6 sales at an average price of $35.65 for 148,371.00 shares. Based on historical transaction data and IQLT's current price of $43.18, OAK FAMILY ADVISORS, LLC's estimated gain on his IQLT holdings is $1.93 Mil, reflecting a 14.65% gain to date.
OAK FAMILY ADVISORS, LLC IQLT ($43.18) Holding Chart
OAK FAMILY ADVISORS, LLC IQLT ($43.18) 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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