Alpha Financial Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Alpha Financial Partners, LLC

$116 Billion
Q2 2024

A detailed history of Alpha Financial Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 18,925 shares of SGOV stock, worth $1.9 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

18,925

Previous 13,365 41.6%

Holding current value

$1.9 Million

Previous $1.35 Billion 41.6%

% of portfolio

1.65%

Previous 1.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$100.29 - $100.75 $557,612 - $560,170	5,560 Added 41.6%	18,925 $1.91 Billion
Q1 2024 May 13, 2024	BUY	$100.29 - $100.71 $54,056 - $54,282	539 Added 4.2%	13,365 $1.35 Billion
Q4 2023 Jan 29, 2024	SELL	$100.05 - $100.73 $217,108 - $218,584	-2,170 Reduced 14.47%	12,826 $1.29 Billion
Q3 2023 Nov 07, 2023	BUY	$100.2 - $100.67 $486,972 - $489,256	4,860 Added 47.95%	14,996 $1.51 Billion
Q2 2023 Jul 27, 2023	BUY	$100.18 - $100.63 $267,981 - $269,185	2,675 Added 35.85%	10,136 $1.02 Billion
Q1 2023 May 10, 2023	BUY	$100.08 - $100.58 $746,696 - $750,427	7,461 New	7,461 $750 Million

Others Institutions Holding SGOV

# of Institutions

657

Shares Held

89.6M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Alpha Financial Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History