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

Palo Alto Wealth Advisors, LLC

$343 Billion
Q3 2025

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 125,685 shares of QUAL stock, worth $24.4 Million. This represents 7.2% of its overall portfolio holdings.

Number of Shares

125,685

Previous 120,144 4.61%

Holding current value

$24.4 Million

Previous $22 Billion 12.45%

% of portfolio

7.2%

Previous 8.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$182.33 - $194.5 $1.01 Million - $1.08 Million	5,541 Added 4.61%	125,685 $24.7 Billion
Q2 2025 Aug 14, 2025	BUY	$152.42 - $182.82 $779,933 - $935,489	5,117 Added 4.45%	120,144 $22 Billion
Q1 2025 May 15, 2025	BUY	$168.16 - $186.21 $3.08 Million - $3.41 Million	18,295 Added 18.91%	115,027 $20.3 Billion
Q4 2024 Feb 14, 2025	BUY	$176.42 - $186.91 $804,475 - $852,309	4,560 Added 4.95%	96,732 $17.2 Billion
Q3 2024 Nov 06, 2024	BUY	$162.64 - $179.3 $748,957 - $825,676	4,605 Added 5.26%	92,172 $16.8 Billion

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

1,685

Shares Held

231M

Call Options Held

22.4K

Put Options Held

17.4K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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