Wharton Business Group, LLC QUAL Holdings History
Wharton Business Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Wharton Business Group, LLC held 1.25 Mil shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $213.97 Mil. This investment constitutes 9.68% of their stock portfolio, and Wharton Business Group, LLC now holds 0.44% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Wharton Business Group, LLC has made 11 purchases of QUAL, at an average price of $97.97, for a total of 1.38 Mil shares. In addition, there have been 9 sales at an average price of $139.91 for 126,392.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Wharton Business Group, LLC's estimated gain on his QUAL holdings is $113.00 Mil, reflecting a 83.71% gain to date.
Wharton Business Group, LLC QUAL ($184.03) Holding Chart
Wharton Business Group, 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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