San Luis Wealth Advisors LLC Ishares Tr Transaction History

San Luis Wealth Advisors LLC

  • $528 Million
  • Q4 2024

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 22,676 shares of SHV stock, worth $2.5 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
22,676
Previous 26,927 15.79%
Holding current value
$2.5 Million
Previous $2.98 Million 16.18%
% of portfolio
0.47%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
776
Shares Held
94.4M
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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