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

Koa Wealth Management, LLC

$124 Billion
Q1 2025

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 60,573 shares of SGOV stock, worth $6.09 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares

60,573

Previous 68,396 11.44%

Holding current value

$6.09 Million

Previous $6.86 Billion 11.13%

% of portfolio

4.92%

Previous 5.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$100.34 - $100.68 $784,959 - $787,619	-7,823 Reduced 11.44%	60,573 $6.1 Billion
Q4 2024 Jan 23, 2025	BUY	$100.16 - $100.7 $1.14 Million - $1.14 Million	11,354 Added 19.9%	68,396 $6.86 Billion
Q3 2024 Nov 06, 2024	SELL	$100.3 - $100.74 $630,786 - $633,553	-6,289 Reduced 9.93%	57,042 $5.75 Billion
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

907

Shares Held

152M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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