Sharkey, Howes & Javer QUAL Holdings History
Sharkey, Howes & Javer's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Sharkey, Howes & Javer held 302,641.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $55.33 Mil. This investment constitutes 7.42% of their stock portfolio, and Sharkey, Howes & Javer now holds 0.1% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Sharkey, Howes & Javer has made 10 purchases of QUAL, at an average price of $132.41, for a total of 413,834.00 shares. In addition, there have been 6 sales at an average price of $150.27 for 111,193.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Sharkey, Howes & Javer's estimated gain on his QUAL holdings is $18.28 Mil, reflecting a 33.36% gain to date.
Sharkey, Howes & Javer QUAL ($186.25) Holding Chart
Sharkey, Howes & Javer QUAL ($186.25) 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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