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

Palo Alto Wealth Advisors, LLC

$242 Billion
Q3 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 6,398 shares of USMV stock, worth $572,684. This represents 0.24% of its overall portfolio holdings.

Number of Shares

6,398

Previous 6,370 0.44%

Holding current value

$572,684

Previous $535 Million 10.6%

% of portfolio

0.24%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Account

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