Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Twin Peaks Wealth Advisors, LLC

$293 Billion
Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 39,683 shares of QUAL stock, worth $7.71 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

39,683

Previous 44,081 9.98%

Holding current value

$7.71 Million

Previous $8.25 Billion 6.48%

% of portfolio

2.64%

Previous 2.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$182.33 - $194.5 $801,887 - $855,411	-4,398 Reduced 9.98%	39,683 $7.72 Billion
Q2 2025 Aug 13, 2025	BUY	$152.42 - $182.82 $1.06 Million - $1.27 Million	6,946 Added 18.7%	44,081 $8.25 Billion
Q1 2025 Apr 16, 2025	BUY	$168.16 - $186.21 $1.28 Million - $1.42 Million	7,609 Added 25.77%	37,135 $6.11 Billion
Q4 2024 Feb 04, 2025	BUY	$176.42 - $186.91 $652,754 - $691,567	3,700 Added 14.33%	29,526 $5.26 Billion
Q3 2024 Oct 25, 2024	BUY	$162.64 - $179.3 $759,854 - $837,689	4,672 Added 22.09%	25,826 $4.63 Billion

Q2 2024 Jul 31, 2024	BUY	$154.56 - $173.19 $532,459 - $596,639	3,445 Added 19.45%	21,154 $3.61 Billion
Q1 2024 Apr 23, 2024	BUY	$144.62 - $165.44 $202,323 - $231,450	1,399 Added 8.58%	17,709 $2.91 Billion
Q4 2023 Jan 17, 2024	BUY	$127.66 - $147.99 $2.08 Million - $2.41 Million	16,310 New	16,310 $2.4 Billion

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

More about QUAL

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Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History