Palo Alto Wealth Advisors, LLC Ishares Tr Transaction History

Palo Alto Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$77.12 - $89.86 $163,108 - $190,053	-2,115 Reduced 26.81%	5,774 $456 Million
Q2 2023 Aug 07, 2023	SELL	$80.51 - $86.54 $173,821 - $186,839	-2,159 Reduced 21.49%	7,889 $683 Million
Q1 2023 Apr 18, 2023	SELL	$78.73 - $95.24 $99,042 - $119,811	-1,258 Reduced 11.13%	10,048 $853 Million
Q4 2022 Feb 07, 2023	BUY	$76.97 - $89.17 $870,222 - $1.01 Million	11,306 New	11,306 $952 Million

595

56.3M

11.4M

13.1M

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