San Luis Wealth Advisors LLC Ishares S&P Small Cap 600 Grow Transaction History
San Luis Wealth Advisors LLC
- $446 Million
- Q3 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 29,298 shares of IJT stock, worth $4.03 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
29,298
Previous 30,063
2.54%
Holding current value
$4.03 Million
Previous $4.25 Million
2.54%
% of portfolio
0.93%
Previous 1.1%
Shares
4 transactions
Others Institutions Holding IJT
# of Institutions
823Shares Held
27.3MCall Options Held
8.2KPut Options Held
4K-
Morgan Stanley New York, NY3.18MShares$437 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$278 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$153 Million0.03% of portfolio
-
Ubs Group Ag1.07MShares$147 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC952KShares$131 Million0.04% of portfolio