Peak Financial Advisors LLC Ishares Msci Usa Quality Facto Transaction History

Peak Financial Advisors LLC

$156 Million
Q4 2024

A detailed history of Peak Financial Advisors LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Peak Financial Advisors LLC holds 13,452 shares of QUAL stock, worth $2.38 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

13,452

Previous 13,247 1.55%

Holding current value

$2.38 Million

Previous $2.38 Million 0.84%

% of portfolio

1.53%

Previous 1.5%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$176.42 - $186.91 $36,166 - $38,316	205 Added 1.55%	13,452 $2.4 Million
Q3 2024 Oct 09, 2024	BUY	$162.64 - $179.3 $182,644 - $201,353	1,123 Added 9.26%	13,247 $2.38 Million
Q2 2024 Jul 12, 2024	BUY	$154.56 - $173.19 $1.87 Million - $2.1 Million	12,124 New	12,124 $2.07 Million

Others Institutions Holding QUAL

# of Institutions

1,575

Shares Held

236M

Call Options Held

23.3K

Put Options Held

11.6K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Account

Peak Financial Advisors LLC Ishares Msci Usa Quality Facto Transaction History