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

Accurate Wealth Management, LLC

  • $581 Million
  • Q2 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,450 shares of SGOV stock, worth $548,869. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,450
Previous 5,830 6.52%
Holding current value
$548,869
Previous $586,000 6.48%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Jul 15, 2025
SELL
$100.35 - $100.71 $38,133 - $38,269
-380 Reduced 6.52%
5,450 $548,000
Q1 2025

Apr 14, 2025
SELL
$100.34 - $100.68 $7.42 Million - $7.45 Million
-73,992 Reduced 92.7%
5,830 $586,000
Q4 2024

Jan 14, 2025
BUY
$100.16 - $100.7 $7.45 Million - $7.49 Million
74,343 Added 1356.87%
79,822 $8.01 Million
Q3 2024

Oct 17, 2024
BUY
$100.3 - $100.74 $549,543 - $551,954
5,479 New
5,479 $551,000
Q1 2024

Apr 22, 2024
BUY
$100.29 - $100.71 $6.19 Million - $6.22 Million
61,748 New
61,748 $6.22 Million
Q3 2023

Oct 23, 2023
BUY
$100.2 - $100.67 $6.74 Million - $6.77 Million
67,295 New
67,295 $6.77 Million
Q1 2023

Apr 13, 2023
SELL
$100.08 - $100.58 $8.87 Million - $8.91 Million
-88,602 Reduced 93.31%
6,357 $639,000
Q4 2022

Jan 11, 2023
BUY
$99.97 - $100.37 $9.49 Million - $9.53 Million
94,959 New
94,959 $0
Q2 2022

Aug 04, 2022
BUY
$100.02 - $100.12 $18.5 Million - $18.5 Million
185,167 New
185,167 $18.5 Million

Others Institutions Holding SGOV

# of Institutions
932
Shares Held
350M
Call Options Held
0
Put Options Held
51
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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