Alterna Wealth Management, Inc Ishares Trishares 0 3 Mnth Tre Transaction History

Alterna Wealth Management, Inc

$116 Million
Q3 2025

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 42,763 shares of SGOV stock, worth $4.3 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

42,763

Previous 43,867 2.52%

Holding current value

$4.3 Million

Previous $4.42 Million 2.49%

% of portfolio

3.72%

Previous 3.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$100.37 - $100.74 $110,808 - $111,216	-1,104 Reduced 2.52%	42,763 $4.31 Million
Q2 2025 Aug 11, 2025	SELL	$100.35 - $100.71 $78,574 - $78,855	-783 Reduced 1.75%	43,867 $4.42 Million
Q1 2025 Apr 28, 2025	BUY	$100.34 - $100.68 $2.42 Million - $2.43 Million	24,164 Added 117.95%	44,650 $4.49 Million
Q4 2024 Jan 24, 2025	BUY	$100.16 - $100.7 $382,911 - $384,976	3,823 Added 22.94%	20,486 $2.06 Million
Q3 2024 Oct 30, 2024	SELL	$100.3 - $100.74 $478,731 - $480,832	-4,773 Reduced 22.27%	16,663 $1.68 Million
Q2 2024 Jul 12, 2024	BUY	$100.29 - $100.75 $2.15 Million - $2.16 Million	21,436 New	21,436 $2.16 Million

Others Institutions Holding SGOV

# of Institutions

1,011

Shares Held

205M

Call Options Held

3.1K

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Alterna Wealth Management, Inc Ishares Trishares 0 3 Mnth Tre Transaction History