Eisner Amper Wealth Management Corporate Benefits, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 04, 2023	BUY	$100.08 - $100.58 $222,177 - $223,287	2,220 Added 4.22%	54,788 $5.51 Million
Q4 2022 Jan 03, 2023	BUY	$99.97 - $100.37 $1.27 Million - $1.28 Million	12,745 Added 32.0%	52,568 $5.26 Million
Q3 2022 Oct 03, 2022	BUY	$100.03 - $100.27 $3.98 Million - $3.99 Million	39,823 New	39,823 $3.99 Million

Others Institutions Holding SGOV

# of Institutions

710

Shares Held

91.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.99M
Shares

$502 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$341 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$304 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$191 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$184 Million
3.13% of portfolio

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About ISHARES TRISHARES 0-3 MNTH TRE

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