A detailed history of 4 Wealth Advisors, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 18,219 shares of SGOV stock, worth $1.83 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
18,219
Previous 18,957 3.89%
Holding current value
$1.83 Million
Previous $1.91 Billion 3.89%
% of portfolio
1.64%
Previous 1.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

SELL
$100.37 - $100.74 $74,073 - $74,346
-738 Reduced 3.89%
18,219 $1.83 Billion
Q2 2025

Aug 04, 2025

BUY
$100.35 - $100.71 $10,737 - $10,775
107 Added 0.57%
18,957 $1.91 Billion
Q1 2025

May 05, 2025

SELL
$100.34 - $100.68 $131,947 - $132,394
-1,315 Reduced 6.52%
18,850 $1.9 Billion
Q4 2024

Feb 14, 2025

BUY
$100.16 - $100.7 $2.02 Million - $2.03 Million
20,165 New
20,165 $2.02 Billion

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track 4 Wealth Advisors, Inc. Portfolio

Follow 4 Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Wealth Advisors, Inc. with notifications on news.