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

Accurate Wealth Management, LLC

$486 Million
Q4 2024

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 79,822 shares of SGOV stock, worth $8.01 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

79,822

Previous 5,479 1356.87%

Holding current value

$8.01 Million

Previous $551,000 1353.18%

% of portfolio

1.65%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

793

Shares Held

113M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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