Crown Wealth Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Crown Wealth Group, LLC

$294 Million
Q3 2025

A detailed history of Crown Wealth Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Crown Wealth Group, LLC holds 130,779 shares of SGOV stock, worth $13.1 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares

130,779

Previous 108,232 20.83%

Holding current value

$13.1 Million

Previous $10.9 Million 20.85%

% of portfolio

4.49%

Previous 4.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$100.37 - $100.74 $2.26 Million - $2.27 Million	22,547 Added 20.83%	130,779 $13.2 Million
Q2 2025 Jul 16, 2025	BUY	$100.35 - $100.71 $4.5 Million - $4.52 Million	44,860 Added 70.79%	108,232 $10.9 Million
Q1 2025 Apr 25, 2025	BUY	$100.34 - $100.68 $324,499 - $325,599	3,234 Added 5.38%	63,372 $6.38 Million
Q4 2024 Feb 05, 2025	BUY	$100.16 - $100.7 $4.05 Million - $4.08 Million	40,472 Added 205.8%	60,138 $6.03 Million
Q3 2024 Nov 13, 2024	BUY	$100.3 - $100.74 $762,580 - $765,926	7,603 Added 63.03%	19,666 $1.98 Million

Q2 2024 Jul 26, 2024	BUY	$100.29 - $100.75 $1.21 Million - $1.22 Million	12,063 New	12,063 $1.21 Million

Others Institutions Holding SGOV

# of Institutions

1,067

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Crown Wealth Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History