Palo Alto Wealth Advisors, LLC Ishares Msci Usa Quality 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 Quality Facto stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 87,567 shares of QUAL stock, worth $15.5 Million. This represents 10.34% of its overall portfolio holdings.

Number of Shares

87,567

Previous 84,613 3.49%

Holding current value

$15.5 Million

Previous $13.9 Billion 7.53%

% of portfolio

10.34%

Previous 9.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,396

Shares Held

224M

Call Options Held

22.7K

Put Options Held

11.5K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

More about QUAL

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