A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 1,323,537 shares of SGOV stock, worth $133 Million. This represents 6.44% of its overall portfolio holdings.

Number of Shares
1,323,537
Previous 1,033,914 28.01%
Holding current value
$133 Million
Previous $104 Million 28.08%
% of portfolio
6.44%
Previous 5.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$100.18 - $100.63 $29 Million - $29.1 Million
289,623 Added 28.01%
1,323,537 $133 Million
Q1 2023

Apr 28, 2023

BUY
$100.08 - $100.58 $10 Million - $10.1 Million
99,976 Added 10.7%
1,033,914 $104 Million
Q4 2022

Jan 25, 2023

BUY
$99.97 - $100.37 $93.4 Million - $93.7 Million
933,938 New
933,938 $93.5 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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