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

Buck Wealth Strategies, LLC

$291 Million
Q1 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 289,050 shares of SGOV stock, worth $29 Million. This represents 10.0% of its overall portfolio holdings.

Number of Shares

289,050

Previous 91,813 214.82%

Holding current value

$29 Million

Previous $9.21 Million 216.21%

% of portfolio

10.0%

Previous 3.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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 - $100.22 $5.76 Million - $5.77 Million	57,589 New	57,589 $5.8 Billion

Others Institutions Holding SGOV

# of Institutions

601

Shares Held

79.5M

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