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 1,577 shares of QUAL stock, worth $284,680. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,577
Holding current value
$284,680
% of portfolio
0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.