Capital Advisors Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Capital Advisors Wealth Management, LLC

$623 Million
Q2 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 93,454 shares of SGOV stock, worth $9.39 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

93,454

Previous 50,644 84.53%

Holding current value

$9.39 Million

Previous $5.1 Million 84.56%

% of portfolio

1.51%

Previous 0.91%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$100.35 - $100.71 $4.3 Million - $4.31 Million	42,810 Added 84.53%	93,454 $9.41 Million
Q1 2025 Apr 24, 2025	BUY	$100.34 - $100.68 $2.95 Million - $2.96 Million	29,419 Added 138.61%	50,644 $5.1 Million
Q4 2024 Jan 14, 2025	BUY	$100.16 - $100.7 $1.2 Million - $1.2 Million	11,955 Added 128.96%	21,225 $2.13 Million
Q3 2024 Oct 15, 2024	BUY	$100.3 - $100.74 $441,821 - $443,759	4,405 Added 90.54%	9,270 $933,000
Q2 2024 Jul 16, 2024	BUY	$100.29 - $100.75 $487,910 - $490,148	4,865 New	4,865 $489,000

Others Institutions Holding SGOV

# of Institutions

957

Shares Held

384M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Capital Advisors Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History