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

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025

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 5,453 shares of USMV stock, worth $507,565. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,453
Previous 5,434 0.35%
Holding current value
$507,565
Previous $482 Million 4.16%
% of portfolio
0.2%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$87.68 - $94.52 $1,665 - $1,795
19 Added 0.35%
5,453 $503 Million
Q4 2024

Feb 14, 2025
SELL
$88.59 - $94.57 $85,400 - $91,165
-964 Reduced 15.07%
5,434 $482 Million
Q3 2024

Nov 06, 2024
BUY
$83.76 - $91.82 $2,345 - $2,570
28 Added 0.44%
6,398 $592 Million
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
1,459
Shares Held
204M
Call Options Held
12.5K
Put Options Held
47.4K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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