Bogart Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Bogart Wealth, LLC holds 5,166 shares of SGOV stock, worth $517,426. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,166
Previous 5,840 11.54%
Holding current value
$517,426
Previous $588,000 11.56%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$100.3 - $100.74 $67,602 - $67,898
-674 Reduced 11.54%
5,166 $520,000
Q2 2024

Jul 31, 2024
BUY
$100.29 - $100.75 $63,483 - $63,774
633 Added 12.16%
5,840 $588,000
Q1 2024

Apr 25, 2024
BUY
$100.29 - $100.71 $143,715 - $144,317
1,433 Added 37.97%
5,207 $524,000
Q4 2023

Feb 06, 2024
BUY
$100.05 - $100.73 $6,503 - $6,547
65 Added 1.75%
3,774 $378,000
Q3 2023

Oct 30, 2023
SELL
$100.2 - $100.67 $3,306 - $3,322
-33 Reduced 0.88%
3,709 $373,000
Q2 2023

Jul 28, 2023
BUY
$100.18 - $100.63 $369,864 - $371,525
3,692 Added 7384.0%
3,742 $376,000
Q1 2023

Apr 21, 2023
BUY
$100.08 - $100.58 $5,004 - $5,029
50 New
50 $5,000

Others Institutions Holding SGOV

# of Institutions
709
Shares Held
91.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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