Cheviot Value Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Cheviot Value Management, LLC
- $840 Million
- Q2 2025
A detailed history of Cheviot Value Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Cheviot Value Management, LLC holds 870,273 shares of SGOV stock, worth $87.5 Million. This represents 10.43% of its overall portfolio holdings.
Number of Shares
870,273
Previous 762,333
14.16%
Holding current value
$87.5 Million
Previous $76.7 Million
14.18%
% of portfolio
10.43%
Previous 9.36%
Shares
2 transactions
Others Institutions Holding SGOV
# of Institutions
1,002Shares Held
203MCall Options Held
3.8KPut Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
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Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
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Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio