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

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024

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 92,172 shares of QUAL stock, worth $16.8 Million. This represents 6.94% of its overall portfolio holdings.

Number of Shares
92,172
Previous 87,567 5.26%
Holding current value
$16.8 Million
Previous $15 Billion 12.17%
% of portfolio
6.94%
Previous 10.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,444
Shares Held
226M
Call Options Held
16.1K
Put Options Held
9.2K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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