Evensky & Katz LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

A detailed history of Evensky & Katz LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Evensky & Katz LLC holds 369 shares of SGOV stock, worth $36,959. This represents 0.0% of its overall portfolio holdings.

Number of Shares

369

Holding current value

$36,959

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$100.3 - $100.74 $37,010 - $37,173	369 New	369 $37,000
Q1 2024 Apr 08, 2024	SELL	$100.29 - $100.71 $27.1 Million - $27.2 Million	-269,800 Reduced 99.71%	795 $80,000
Q4 2023 Feb 14, 2024	BUY	$100.05 - $100.73 $27 Million - $27.2 Million	270,041 Added 48743.86%	270,595 $27.1 Million
Q3 2023 Oct 10, 2023	BUY	$100.2 - $100.67 $55,510 - $55,771	554 New	554 $56,000

Others Institutions Holding SGOV

# of Institutions

709

Shares Held

91.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.99M
Shares

$500 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$340 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$303 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$190 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$183 Million
3.13% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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