Evanson Asset Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Evanson Asset Management, LLC

$1.57 Billion
Q3 2025

A detailed history of Evanson Asset Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Evanson Asset Management, LLC holds 8,756 shares of SGOV stock, worth $880,240. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,756

Previous 5,705 53.48%

Holding current value

$880,240

Previous $574,000 53.48%

% of portfolio

0.06%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$100.37 - $100.74 $306,228 - $307,357	3,051 Added 53.48%	8,756 $881,000
Q2 2025 Jul 15, 2025	BUY	$100.35 - $100.71 $84,996 - $85,301	847 Added 17.44%	5,705 $574,000
Q1 2025 Apr 21, 2025	BUY	$100.34 - $100.68 $222,654 - $223,408	2,219 Added 84.08%	4,858 $489,000
Q4 2024 Jan 16, 2025	SELL	$100.16 - $100.7 $45,172 - $45,415	-451 Reduced 14.6%	2,639 $264,000
Q3 2024 Oct 07, 2024	BUY	$100.3 - $100.74 $309,927 - $311,286	3,090 New	3,090 $311,000

Q4 2022 Jan 25, 2023	BUY	$99.97 - $100.37 $71,478 - $71,764	715 Added 23.68%	3,734 $0
Q3 2022 Oct 12, 2022	BUY	$100.03 - $100.27 $301,990 - $302,715	3,019 New	3,019 $303,000

Others Institutions Holding SGOV

# of Institutions

1,067

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Evanson Asset Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History