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 43,942 shares of ITA stock, worth $6.88 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
43,942
Previous 32,561 34.95%
Holding current value
$6.88 Million
Previous $4.87 Million 31.1%
% of portfolio
1.21%
Previous 1.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$144.31 - $157.31 $1.64 Million - $1.79 Million
11,381 Added 34.95%
43,942 $6.39 Million
Q3 2024

Oct 09, 2024
BUY
$131.58 - $149.64 $140,001 - $159,216
1,064 Added 3.38%
32,561 $4.87 Million
Q2 2024

Jul 12, 2024
BUY
$127.05 - $137.39 $4 Million - $4.33 Million
31,497 New
31,497 $4.16 Million
Q2 2023

Aug 02, 2023
BUY
$108.66 - $117.41 $2.02 Million - $2.19 Million
18,631 New
18,631 $2.17 Million

Others Institutions Holding ITA

# of Institutions
723
Shares Held
18.7M
Call Options Held
315K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track San Luis Wealth Advisors LLC Portfolio

Follow San Luis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of San Luis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email