Palo Alto Wealth Advisors, LLC Ishares Msci Usa Quality Facto Transaction History

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 115,027 shares of QUAL stock, worth $19.5 Million. This represents 7.93% of its overall portfolio holdings.

Number of Shares
115,027
Previous 96,732 18.91%
Holding current value
$19.5 Million
Previous $17.2 Billion 17.96%
% of portfolio
7.93%
Previous 6.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$168.16 - $186.21 $3.08 Million - $3.41 Million
18,295 Added 18.91%
115,027 $20.3 Billion
Q4 2024

Feb 14, 2025
BUY
$176.42 - $186.91 $804,475 - $852,309
4,560 Added 4.95%
96,732 $17.2 Billion
Q3 2024

Nov 06, 2024
BUY
$162.64 - $179.3 $748,957 - $825,676
4,605 Added 5.26%
92,172 $16.8 Billion
Q2 2024

Aug 13, 2024
BUY
$154.56 - $173.19 $456,570 - $511,603
2,954 Added 3.49%
87,567 $15 Billion
Q1 2024

Apr 30, 2024
BUY
$144.62 - $165.44 $1.16 Million - $1.33 Million
8,045 Added 10.51%
84,613 $13.9 Billion
Q4 2023

Feb 05, 2024
BUY
$127.66 - $147.99 $266,171 - $308,559
2,085 Added 2.8%
76,568 $11.3 Billion
Q3 2023

Oct 30, 2023
BUY
$130.77 - $139.97 $165,424 - $177,062
1,265 Added 1.73%
74,483 $9.85 Billion
Q2 2023

Aug 07, 2023
SELL
$121.98 - $134.87 $89,899 - $99,399
-737 Reduced 1.0%
73,218 $9.87 Billion
Q1 2023

Apr 18, 2023
BUY
$113.23 - $126.2 $467,413 - $520,953
4,128 Added 5.91%
73,955 $9.18 Billion
Q4 2022

Feb 07, 2023
BUY
$103.82 - $121.24 $7.25 Million - $8.47 Million
69,827 New
69,827 $7.96 Billion

Others Institutions Holding QUAL

# of Institutions
1,593
Shares Held
241M
Call Options Held
22.8K
Put Options Held
10.6K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email