Arkadios Wealth Advisors Ishares Trishares 0 3 Mnth Tre Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Arkadios Wealth Advisors holds 3,816 shares of SGOV stock, worth $384,233. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,816

Previous 3,768 1.27%

Holding current value

$384,233

Previous $378,000 1.59%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$100.34 - $100.68 $4,816 - $4,832	48 Added 1.27%	3,816 $384,000
Q4 2024 Jan 15, 2025	SELL	$100.16 - $100.7 $384,313 - $386,385	-3,837 Reduced 50.45%	3,768 $378,000
Q3 2024 Oct 24, 2024	SELL	$100.3 - $100.74 $53,459 - $53,694	-533 Reduced 6.55%	7,605 $765,000
Q2 2024 Jul 29, 2024	BUY	$100.29 - $100.75 $581,080 - $583,745	5,794 Added 247.18%	8,138 $819,000
Q1 2024 Apr 30, 2024	SELL	$100.29 - $100.71 $135,291 - $135,857	-1,349 Reduced 36.53%	2,344 $236,000
Q4 2023 Jan 24, 2024	BUY	$100.05 - $100.73 $369,484 - $371,995	3,693 New	3,693 $370,000

Others Institutions Holding SGOV

# of Institutions

907

Shares Held

152M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Ishares Trishares 0 3 Mnth Tre Transaction History