San Luis Wealth Advisors LLC Ishares Tr Transaction History

San Luis Wealth Advisors LLC

$484 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$37.64 - $48.83 $31,579 - $40,968	-839 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$31.0 - $42.12 $26,009 - $35,338	839 New	839 $25,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$98.2 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$70.7 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$68.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$50.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$31.1 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
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