Palo Alto Wealth Advisors, LLC Ishares Msci Intl Quality Fact Transaction History

Palo Alto Wealth Advisors, LLC

$256 Billion
Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Msci Intl Quality Fact stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 93,801 shares of IQLT stock, worth $3.95 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

93,801

Previous 90,193 4.0%

Holding current value

$3.95 Million

Previous $3.35 Billion 17.81%

% of portfolio

1.54%

Previous 1.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$36.91 - $41.03 $133,171 - $148,036	3,608 Added 4.0%	93,801 $3.94 Billion
Q4 2024 Feb 14, 2025	BUY	$37.12 - $41.23 $1.1 Million - $1.22 Million	29,560 Added 48.75%	90,193 $3.35 Billion
Q3 2024 Nov 06, 2024	BUY	$37.37 - $41.82 $22,422 - $25,092	600 Added 1.0%	60,633 $2.43 Billion
Q2 2024 Aug 13, 2024	BUY	$37.62 - $40.69 $75,653 - $81,827	2,011 Added 3.47%	60,033 $2.34 Billion
Q1 2024 Apr 30, 2024	SELL	$36.14 - $39.86 $237,295 - $261,720	-6,566 Reduced 10.17%	58,022 $2.3 Billion
Q4 2023 Feb 05, 2024	SELL	$32.36 - $37.66 $388 - $451	-12 Reduced 0.02%	64,588 $2.43 Billion
Q3 2023 Oct 30, 2023	SELL	$33.33 - $36.49 $107,655 - $117,862	-3,230 Reduced 4.76%	64,600 $2.17 Billion
Q2 2023 Aug 07, 2023	SELL	$34.71 - $36.35 $212,425 - $222,462	-6,120 Reduced 8.28%	67,830 $2.41 Billion
Q1 2023 Apr 18, 2023	SELL	$32.56 - $35.41 $118,778 - $129,175	-3,648 Reduced 4.7%	73,950 $2.61 Billion
Q4 2022 Feb 07, 2023	BUY	$27.67 - $33.75 $2.15 Million - $2.62 Million	77,598 New	77,598 $2.51 Billion

Others Institutions Holding IQLT

# of Institutions

597

Shares Held

225M

Call Options Held

Put Options Held

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About ISHARES MSCI INTL QUALITY FACT

Ticker IQLT
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Palo Alto Wealth Advisors, LLC Ishares Msci Intl Quality Fact Transaction History