Principia Wealth Advisory, LLC Ishares Tr Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 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 30,646 shares of SHV stock, worth $3.38 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
30,646
Previous 32,308 5.14%
Holding current value
$3.38 Million
Previous $3.56 Billion 4.95%
% of portfolio
2.86%
Previous 3.41%

Shares

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

Aug 14, 2025
SELL
$110.06 - $110.46 $182,919 - $183,584
-1,662 Reduced 5.14%
30,646 $3.38 Billion
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
781
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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