Tobias Financial Advisors, Inc. IQLT Holdings History
Tobias Financial Advisors, Inc.'s iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 859,000.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $34.09 Mil. This investment constitutes 6.62% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.32% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2020Q1. And since then Tobias Financial Advisors, Inc. has made 18 purchases of IQLT, at an average price of $34.15, for a total of 1.27 Mil shares. In addition, there have been 3 sales at an average price of $38.59 for 409,113.00 shares. Based on historical transaction data and IQLT's current price of $42.69, Tobias Financial Advisors, Inc.'s estimated gain on his IQLT holdings is $9.15 Mil, reflecting a 21.13% gain to date.
Tobias Financial Advisors, Inc. IQLT ($42.69) Holding Chart
Tobias Financial Advisors, Inc. IQLT ($42.69) 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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