Buck Wealth Strategies, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Buck Wealth Strategies, LLC

$317 Million
Q3 2024

A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 102,811 shares of SGOV stock, worth $10.3 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares

102,811

Previous 119,405 13.9%

Holding current value

$10.3 Million

Previous $12 Million 13.89%

% of portfolio

3.26%

Previous 3.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$100.3 - $100.74 $1.66 Million - $1.67 Million	-16,594 Reduced 13.9%	102,811 $10.4 Million
Q2 2024 Aug 14, 2024	SELL	$100.29 - $100.75 $17 Million - $17.1 Million	-169,645 Reduced 58.69%	119,405 $12 Million
Q1 2024 May 03, 2024	BUY	$100.29 - $100.71 $19.8 Million - $19.9 Million	197,237 Added 214.82%	289,050 $29.1 Million
Q4 2023 Jan 23, 2024	BUY	$100.05 - $100.73 $3.32 Million - $3.34 Million	33,206 Added 56.66%	91,813 $9.21 Million
Q3 2023 Nov 06, 2023	SELL	$100.2 - $100.67 $52.4 Million - $52.7 Million	-523,134 Reduced 89.93%	58,607 $5.9 Million
Q2 2023 Nov 06, 2023	BUY	$100.18 - $100.63 $6.09 Million - $6.11 Million	60,754 Added 11.66%	581,741 $55.3 Billion
Q1 2023 Nov 06, 2023	BUY	$100.08 - $100.58 $46.4 Million - $46.6 Million	463,398 Added 804.66%	520,987 $48.3 Billion
Q3 2022 Oct 30, 2023	BUY	$100.03 - $100.27 $5.76 Million - $5.77 Million	57,589 New	57,589 $5.8 Billion

Others Institutions Holding SGOV

# of Institutions

706

Shares Held

91M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
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Buck Wealth Strategies, LLC Ishares Trishares 0 3 Mnth Tre Transaction History