Koa Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Koa Wealth Management, LLC

  • $118 Billion
  • Q2 2024

A detailed history of Koa Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Koa Wealth Management, LLC holds 63,331 shares of SGOV stock, worth $6.35 Million. This represents 5.39% of its overall portfolio holdings.

Number of Shares
63,331
Previous 41,963 50.92%
Holding current value
$6.35 Million
Previous $4.23 Billion 50.92%
% of portfolio
5.39%
Previous 3.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$100.29 - $100.75 $2.14 Million - $2.15 Million
21,368 Added 50.92%
63,331 $6.38 Billion
Q1 2024

May 07, 2024
SELL
$100.29 - $100.71 $316,816 - $318,142
-3,159 Reduced 7.0%
41,963 $4.23 Billion
Q4 2023

May 07, 2024
BUY
$100.05 - $100.73 $4.51 Million - $4.55 Million
45,122 New
45,122 $4.52 Billion

Others Institutions Holding SGOV

# of Institutions
675
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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