Diversify Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Diversify Wealth Management, LLC

$1.73 Trillion
Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 77,139 shares of SGOV stock, worth $7.75 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

77,139

Previous 69,484 11.02%

Holding current value

$7.75 Million

Previous $6.98 Billion 10.92%

% of portfolio

0.45%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$100.37 - $100.74 $768,332 - $771,164	7,655 Added 11.02%	77,139 $7.74 Billion
Q2 2025 Aug 14, 2025	BUY	$100.35 - $100.71 $2.46 Million - $2.47 Million	24,564 Added 54.68%	69,484 $6.98 Billion
Q1 2025 Apr 30, 2025	BUY	$100.34 - $100.68 $4.21 Million - $4.23 Million	41,987 Added 1431.54%	44,920 $4.52 Billion
Q4 2024 Jan 16, 2025	BUY	$100.16 - $100.7 $32,652 - $32,828	326 Added 12.5%	2,933 $295 Million
Q3 2024 Oct 25, 2024	BUY	$100.3 - $100.74 $39,317 - $39,490	392 Added 17.7%	2,607 $262 Million
Q2 2024 Aug 08, 2024	BUY	$100.29 - $100.75 $222,142 - $223,161	2,215 New	2,215 $222 Million

Others Institutions Holding SGOV

# of Institutions

1,066

Shares Held

182M

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

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Account

Diversify Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History