Divergent Planning, LLC Ishares Msci Usa Quality Facto Transaction History

Divergent Planning, LLC

$351 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 09, 2025	BUY	$152.42 - $182.82 $8.92 Million - $10.7 Million	58,544 New	58,544 $10.7 Million

Others Institutions Holding QUAL

# of Institutions

1,648

Shares Held

250M

Call Options Held

17.9K

Put Options Held

18.1K

Envestnet Asset Management Inc

32.5M
Shares

$6.25 Billion
1.82% of portfolio
Lpl Financial LLC Fort Mill, SC

19.5M
Shares

$3.74 Billion
1.26% of portfolio
Morgan Stanley New York, NY

10.1M
Shares

$1.95 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

7.47M
Shares

$1.44 Billion
0.1% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.08M
Shares

$1.36 Billion
0.84% of portfolio

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
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