Vertex Planning Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 5,936 shares of SGOV stock, worth $594,549. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,936
Previous 3,401 74.54%
Holding current value
$594,549
Previous $343 Million 74.55%
% of portfolio
0.14%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$100.3 - $100.74 $254,260 - $255,375
2,535 Added 74.54%
5,936 $598 Million
Q2 2024

Aug 13, 2024
SELL
$100.29 - $100.75 $84,845 - $85,234
-846 Reduced 19.92%
3,401 $343 Million
Q1 2024

May 13, 2024
BUY
$100.29 - $100.71 $1,002 - $1,007
10 Added 0.24%
4,247 $428 Million
Q4 2023

Feb 14, 2024
BUY
$100.05 - $100.73 $5,202 - $5,237
52 Added 1.24%
4,237 $425 Million
Q3 2023

Nov 14, 2023
BUY
$100.2 - $100.67 $150,801 - $151,508
1,505 Added 56.16%
4,185 $421 Million
Q2 2023

Aug 14, 2023
BUY
$100.18 - $100.63 $268,482 - $269,688
2,680 New
2,680 $270 Million

Others Institutions Holding SGOV

# of Institutions
709
Shares Held
91.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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