Triad Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 117,127 shares of QUAL stock, worth $22.8 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

117,127

Previous 102,248 14.55%

Holding current value

$22.8 Million

Previous $18.7 Billion 21.87%

% of portfolio

2.94%

Previous 3.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$182.33 - $194.5 $2.71 Million - $2.89 Million	14,879 Added 14.55%	117,127 $22.8 Billion
Q2 2025 Jul 21, 2025	BUY	$152.42 - $182.82 $3.56 Million - $4.28 Million	23,387 Added 29.66%	102,248 $18.7 Billion
Q1 2025 May 14, 2025	BUY	$168.16 - $186.21 $3.41 Million - $3.77 Million	20,265 Added 34.58%	78,861 $13.5 Billion
Q4 2024 Feb 06, 2025	BUY	$176.42 - $186.91 $5.52 Million - $5.85 Million	31,302 Added 114.68%	58,596 $10.4 Billion
Q3 2024 Oct 21, 2024	BUY	$162.64 - $179.3 $4.17 Million - $4.59 Million	25,620 Added 1530.47%	27,294 $4.89 Billion

Q2 2024 Jul 18, 2024	SELL	$154.56 - $173.19 $20,092 - $22,514	-130 Reduced 7.21%	1,674 $286 Million
Q1 2024 Apr 23, 2024	BUY	$144.62 - $165.44 $260,894 - $298,453	1,804 New	1,804 $296 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
Sector ETFs
Industry ETFs

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Triad Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History