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

Palo Alto Wealth Advisors, LLC

$145 Billion
Q2 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 6,370 shares of USMV stock, worth $579,096. This represents 0.37% of its overall portfolio holdings.

Number of Shares

6,370

Previous 6,347 0.36%

Holding current value

$579,096

Previous $530 Million 0.82%

% of portfolio

0.37%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$79.92 - $84.63 $1,838 - $1,946	23 Added 0.36%	6,370 $535 Million
Q1 2024 Apr 30, 2024	SELL	$77.86 - $83.58 $49,596 - $53,240	-637 Reduced 9.12%	6,347 $530 Million
Q4 2023 Feb 05, 2024	SELL	$70.56 - $78.63 $62,445 - $69,587	-885 Reduced 11.25%	6,984 $545 Million
Q3 2023 Oct 30, 2023	SELL	$72.38 - $76.06 $78,170 - $82,144	-1,080 Reduced 12.07%	7,869 $573 Million
Q2 2023 Aug 07, 2023	SELL	$71.44 - $74.33 $61,438 - $63,923	-860 Reduced 8.77%	8,949 $665 Million
Q1 2023 Apr 18, 2023	SELL	$69.12 - $73.78 $48,384 - $51,646	-700 Reduced 6.66%	9,809 $714 Million
Q4 2022 Feb 07, 2023	BUY	$65.75 - $75.5 $690,966 - $793,429	10,509 New	10,509 $758 Million

Others Institutions Holding USMV

# of Institutions

1,245

Shares Held

211M

Call Options Held

16.1K

Put Options Held

102K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

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