San Luis Wealth Advisors LLC Ishares Tr Transaction History

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 2,956 shares of ITA stock, worth $523,921. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,956
Previous 43,942 93.27%
Holding current value
$523,921
Previous $6.39 Million 92.91%
% of portfolio
0.1%
Previous 1.21%

Shares

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

Apr 18, 2025
SELL
$144.84 - $159.5 $5.94 Million - $6.54 Million
-40,986 Reduced 93.27%
2,956 $453,000
Q4 2024

Jan 14, 2025
BUY
$144.31 - $157.31 $1.64 Million - $1.79 Million
11,381 Added 34.95%
43,942 $6.39 Million
Q3 2024

Oct 09, 2024
BUY
$131.58 - $149.64 $140,001 - $159,216
1,064 Added 3.38%
32,561 $4.87 Million
Q2 2024

Jul 12, 2024
BUY
$127.05 - $137.39 $4 Million - $4.33 Million
31,497 New
31,497 $4.16 Million
Q2 2023

Aug 02, 2023
BUY
$108.66 - $117.41 $2.02 Million - $2.19 Million
18,631 New
18,631 $2.17 Million

Others Institutions Holding ITA

# of Institutions
774
Shares Held
18.7M
Call Options Held
859K
Put Options Held
536K
View Full List

About ISHARES TR

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