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 $36.7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
365,221
Previous 387,963 5.86%
Holding current value
$36.7 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

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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