Wood Tarver Financial Group, LLC QUAL Holdings History
Wood Tarver Financial Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Wood Tarver Financial Group, LLC held 65,371.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $11.17 Mil. This investment constitutes 3.64% of their stock portfolio, and Wood Tarver Financial Group, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. And since then Wood Tarver Financial Group, LLC has made 1 purchases of QUAL, at an average price of $181.53, for a total of 65,371.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Wood Tarver Financial Group, LLC's estimated gain on his QUAL holdings is $308,817.59, reflecting a 2.60% gain to date.
Wood Tarver Financial Group, LLC QUAL ($186.25) Holding Chart
Wood Tarver Financial Group, LLC 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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