Summit Investment Advisory Services, LLC Ishares Msci Usa Quality Facto Transaction History

Summit Investment Advisory Services, LLC

$251 Billion
Q3 2025

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 1,371 shares of QUAL stock, worth $266,494. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,371

Previous 1,367 0.29%

Holding current value

$266,494

Previous $250 Million 6.65%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$182.33 - $194.5 $729 - $778	4 Added 0.29%	1,371 $267 Million
Q3 2025 Nov 03, 2025	BUY	$182.33 - $194.5 $249,245 - $265,881	1,367 New	1,367 $250 Million
Q1 2025 Apr 11, 2025	SELL	$168.16 - $186.21 $36,490 - $40,407	-217 Reduced 13.73%	1,364 $233 Million
Q4 2024 Jan 21, 2025	BUY	$176.42 - $186.91 $705 - $747	4 Added 0.25%	1,581 $282 Million
Q3 2024 Oct 16, 2024	BUY	$162.64 - $179.3 $256,483 - $282,756	1,577 New	1,577 $283 Million

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

# of Institutions

1,686

Shares Held

232M

Call Options Held

22.4K

Put Options Held

17.4K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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Summit Investment Advisory Services, LLC Ishares Msci Usa Quality Facto Transaction History