Creative One Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Creative One Wealth, LLC

$3.35 Billion
Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Creative One Wealth, LLC holds 4,743 shares of SGOV stock, worth $476,576. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,743

Previous 3,553 33.49%

Holding current value

$476,576

Previous $357,000 33.61%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$100.35 - $100.71 $119,416 - $119,844	1,190 Added 33.49%	4,743 $477,000
Q1 2025 May 14, 2025	BUY	$100.34 - $100.68 $77,863 - $78,127	776 Added 27.94%	3,553 $357,000
Q4 2024 Feb 13, 2025	SELL	$100.16 - $100.7 $132,311 - $133,024	-1,321 Reduced 32.24%	2,777 $278,000
Q3 2024 Nov 13, 2024	SELL	$100.3 - $100.74 $50,952 - $51,175	-508 Reduced 11.03%	4,098 $412,000
Q2 2024 Aug 14, 2024	BUY	$100.29 - $100.75 $31,591 - $31,736	315 Added 7.34%	4,606 $464,000
Q1 2024 May 14, 2024	SELL	$100.29 - $100.71 $116,035 - $116,521	-1,157 Reduced 21.24%	4,291 $432,000
Q4 2023 Feb 09, 2024	BUY	$100.05 - $100.73 $57,128 - $57,516	571 Added 11.71%	5,448 $546,000
Q3 2023 Oct 17, 2023	BUY	$100.2 - $100.67 $488,675 - $490,967	4,877 New	4,877 $491,000

Others Institutions Holding SGOV

# of Institutions

959

Shares Held

384M

Call Options Held

3.8K

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Creative One Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History