Creative Planning Ishares Trishares 0 3 Mnth Tre Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Creative Planning holds 365,221 shares of SGOV stock, worth $36.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
365,221
Previous 387,963 5.86%
Holding current value
$36.6 Million
Previous $39.1 Million 5.85%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 11, 2024
SELL
$100.3 - $100.74 $2.28 Million - $2.29 Million
-22,742 Reduced 5.86%
365,221 $36.8 Million
Q2 2024

Aug 15, 2024
BUY
$100.29 - $100.75 $4.43 Million - $4.45 Million
44,196 Added 12.86%
387,963 $39.1 Million
Q1 2024

May 10, 2024
BUY
$100.29 - $100.71 $18.8 Million - $18.9 Million
187,593 Added 120.12%
343,767 $34.6 Million
Q4 2023

Feb 14, 2024
BUY
$100.05 - $100.73 $2.81 Million - $2.83 Million
28,065 Added 21.91%
156,174 $15.7 Million
Q3 2023

Nov 16, 2023
BUY
$100.2 - $100.67 $7.98 Million - $8.02 Million
79,671 Added 164.48%
128,109 $12.9 Million
Q2 2023

Jul 21, 2023
BUY
$100.18 - $100.63 $2.08 Million - $2.09 Million
20,773 Added 75.09%
48,438 $4.87 Million
Q1 2023

May 15, 2023
BUY
$100.08 - $100.58 $2.77 Million - $2.78 Million
27,665 New
27,665 $2.78 Million
Q2 2021

Aug 04, 2021
SELL
$100.01 - $100.03 $532,953 - $533,059
-5,329 Closed
0 $0
Q1 2021

Apr 30, 2021
SELL
$100.01 - $100.03 $370,037 - $370,111
-3,700 Reduced 40.98%
5,329 $533,000
Q4 2020

Jan 29, 2021
SELL
$100.01 - $100.03 $18,001 - $18,005
-180 Reduced 1.95%
9,029 $903,000
Q3 2020

Nov 05, 2020
BUY
$100.0 - $100.03 $920,900 - $921,176
9,209 New
9,209 $921,000

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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email