A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,036 shares of QUAL stock, worth $352,696. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,036
Previous 1,566 30.01%
Holding current value
$352,696
Previous $230 Million 45.22%
% of portfolio
0.2%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$144.62 - $165.44 $67,971 - $77,756
470 Added 30.01%
2,036 $335 Million
Q4 2023

Jan 18, 2024

BUY
$127.66 - $147.99 $199,915 - $231,752
1,566 New
1,566 $230 Million

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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