Position history for D.A. DAVIDSON & CO.'s holdings in ISHARES TR
D.A. DAVIDSON & CO. holds 599,698 shares of QUAL (ISHARES TR), worth $119.1M as of 2025-Q4. The position was increased (++2.6% shares). QUAL represents 0.7% of D.A. DAVIDSON & CO.'s portfolio.
Current Value
$119.1M
Current Shares
599,698
Total Value Change
+$40.3M
Total Shares Change
+138,244
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 599,698 |
+2.6% |
| $119.1M |
| 0.7% |
| $200.10 |
43 |
| 2025-Q3 | Increased | 584,713 | +5.8% | $113.7M | 0.7% | $192.77 | 45 |
| 2025-Q2 | Increased | 552,745 | +1.4% | $101.1M | 0.7% | $180.59 | 43 |
| 2025-Q1 | Increased | 545,008 | +7.8% | $93.1M | 0.7% | $168.31 | 45 |
| 2024-Q4 | Increased | 505,661 | +5.8% | $90M | 0.7% | $176.81 | 45 |
| 2024-Q3 | Increased | 477,920 | +3.6% | $85.7M | 0.7% | $176.39 | 44 |
| 2024-Q2 | Increased | 461,454 | +1.3% | $78.8M | 0.7% | $168.05 | 42 |