Peak Financial Advisors LLC Ishares Msci Usa Quality Facto Transaction History

Peak Financial Advisors LLC

$154 Million
Q1 2025

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 13,569 shares of QUAL stock, worth $2.19 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

13,569

Previous 13,452 0.87%

Holding current value

$2.19 Million

Previous $2.4 Million 3.92%

% of portfolio

1.49%

Previous 1.53%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$168.16 - $186.21 $19,674 - $21,786	117 Added 0.87%	13,569 $2.3 Million
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

1,584

Shares Held

239M

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

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Peak Financial Advisors LLC Ishares Msci Usa Quality Facto Transaction History