San Luis Wealth Advisors LLC Ishares Tr Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 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 37,456 shares of SHV stock, worth $4.13 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
37,456
Previous 32,999 13.51%
Holding current value
$4.13 Million
Previous $3.65 Million 13.47%
% of portfolio
0.89%
Previous 0.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$110.06 - $110.46 $490,537 - $492,320
4,457 Added 13.51%
37,456 $4.14 Million
Q1 2025

Apr 18, 2025
BUY
$110.11 - $110.51 $1.14 Million - $1.14 Million
10,323 Added 45.52%
32,999 $3.65 Million
Q4 2024

Jan 14, 2025
SELL
$109.92 - $110.57 $467,269 - $470,033
-4,251 Reduced 15.79%
22,676 $2.5 Million
Q3 2024

Oct 09, 2024
SELL
$110.05 - $110.63 $2.09 Million - $2.1 Million
-19,011 Reduced 41.38%
26,927 $2.98 Million
Q2 2024

Jul 12, 2024
BUY
$110.04 - $110.51 $5.06 Million - $5.08 Million
45,938 New
45,938 $5.08 Million

Others Institutions Holding SHV

# of Institutions
802
Shares Held
101M
Call Options Held
0
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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