Principia Wealth Advisory, LLC Ishares Tr Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 32,308 shares of SHV stock, worth $3.57 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
32,308
Previous 26,344 22.64%
Holding current value
$3.57 Million
Previous $2.9 Billion 22.74%
% of portfolio
3.41%
Previous 2.72%

Shares

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

Apr 11, 2025
BUY
$110.11 - $110.51 $656,696 - $659,081
5,964 Added 22.64%
32,308 $3.56 Billion
Q4 2024

Apr 11, 2025
BUY
$109.92 - $110.57 $2.9 Million - $2.91 Million
26,344 New
26,344 $2.9 Billion

Others Institutions Holding SHV

# of Institutions
780
Shares Held
95.7M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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