Dynamic Wealth Strategies, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 98,498 shares of SGOV stock, worth $9.89 Million. This represents 6.68% of its overall portfolio holdings.

Number of Shares
98,498
Previous 143,015 31.13%
Holding current value
$9.89 Million
Previous $14.4 Million 31.13%
% of portfolio
6.68%
Previous 10.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$100.37 - $100.74 $4.47 Million - $4.48 Million
-44,517 Reduced 31.13%
98,498 $9.92 Million
Q2 2025

Aug 13, 2025
BUY
$100.35 - $100.71 $12.6 Million - $12.6 Million
125,332 Added 708.77%
143,015 $14.4 Million
Q1 2025

May 12, 2025
SELL
$100.34 - $100.68 $184,525 - $185,150
-1,839 Reduced 9.42%
17,683 $1.78 Million
Q4 2024

Feb 13, 2025
BUY
$100.16 - $100.7 $1.96 Million - $1.97 Million
19,522 New
19,522 $1.96 Million

Others Institutions Holding SGOV

# of Institutions
1,018
Shares Held
196M
Call Options Held
3.1K
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
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