Heritage Wealth Management, Inc./Texas Ishares Trishares 0 3 Mnth Tre Transaction History

Heritage Wealth Management, Inc./Texas

$173 Billion
Q3 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 62,869 shares of SGOV stock, worth $6.33 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

62,869

Previous 63,686 1.28%

Holding current value

$6.33 Million

Previous $6.41 Billion 1.27%

% of portfolio

3.67%

Previous 4.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$100.3 - $100.74 $81,945 - $82,304	-817 Reduced 1.28%	62,869 $6.33 Billion
Q2 2024 Jul 30, 2024	BUY	$100.29 - $100.75 $1.42 Million - $1.42 Million	14,137 Added 28.53%	63,686 $6.41 Billion
Q1 2024 Apr 25, 2024	BUY	$100.29 - $100.71 $368,064 - $369,605	3,670 Added 8.0%	49,549 $4.99 Billion
Q4 2023 Jan 24, 2024	BUY	$100.05 - $100.73 $4.22 Million - $4.25 Million	42,161 Added 1133.97%	45,879 $4.6 Billion
Q3 2023 Nov 07, 2023	BUY	$100.2 - $100.67 $372,543 - $374,291	3,718 New	3,718 $374 Million
Q1 2023 May 02, 2023	SELL	$100.08 - $100.58 $400,420 - $402,420	-4,001 Reduced 53.05%	3,541 $356 Million
Q4 2022 Feb 23, 2023	BUY	$99.97 - $100.37 $753,973 - $756,990	7,542 New	7,542 $755 Million

Others Institutions Holding SGOV

# of Institutions

710

Shares Held

91.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.

Account

Heritage Wealth Management, Inc./Texas Ishares Trishares 0 3 Mnth Tre Transaction History