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

Palo Alto Wealth Advisors, LLC

  • $285 Billion
  • Q4 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 5,434 shares of USMV stock, worth $509,546. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,434
Previous 6,398 15.07%
Holding current value
$509,546
Previous $592 Million 18.44%
% of portfolio
0.17%
Previous 0.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,391
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email