New Wave Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 6,025 shares of SGOV stock, worth $605,090. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,025
Previous 4,968 21.28%
Holding current value
$605,090
Previous $500 Million 21.3%
% of portfolio
0.26%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$100.35 - $100.71 $106,069 - $106,450
1,057 Added 21.28%
6,025 $607 Million
Q1 2025

Apr 25, 2025
BUY
$100.34 - $100.68 $25,285 - $25,371
252 Added 5.34%
4,968 $500 Million
Q4 2024

Jan 23, 2025
SELL
$100.16 - $100.7 $250,800 - $252,152
-2,504 Reduced 34.68%
4,716 $473 Million
Q3 2024

Oct 23, 2024
BUY
$100.3 - $100.74 $301,501 - $302,824
3,006 Added 71.33%
7,220 $727 Million
Q2 2024

Aug 27, 2024
BUY
$100.29 - $100.75 $422,622 - $424,560
4,214 New
4,214 $424 Million

Others Institutions Holding SGOV

# of Institutions
953
Shares Held
349M
Call Options Held
3.8K
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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