Evermay Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Evermay Wealth Management LLC

$654 Million
Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Evermay Wealth Management LLC holds 49,622 shares of SGOV stock, worth $4.99 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

49,622

Previous 55,077 9.9%

Holding current value

$4.99 Million

Previous $5.55 Million 10.26%

% of portfolio

0.76%

Previous 0.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$100.16 - $100.7 $546,372 - $549,318	-5,455 Reduced 9.9%	49,622 $4.98 Million
Q3 2024 Oct 25, 2024	SELL	$100.3 - $100.74 $20 Million - $20 Million	-198,949 Reduced 78.32%	55,077 $5.55 Million
Q2 2024 Aug 01, 2024	SELL	$100.29 - $100.75 $9.29 Million - $9.33 Million	-92,582 Reduced 26.71%	254,026 $25.6 Million
Q1 2024 May 13, 2024	BUY	$100.29 - $100.71 $14.9 Million - $14.9 Million	148,215 Added 74.71%	346,608 $34.9 Million
Q4 2023 Feb 09, 2024	BUY	$100.05 - $100.73 $18.4 Million - $18.5 Million	183,751 Added 1254.96%	198,393 $19.9 Million
Q3 2023 Nov 13, 2023	BUY	$100.2 - $100.67 $1.47 Million - $1.47 Million	14,642 New	14,642 $1.47 Million

Others Institutions Holding SGOV

# of Institutions

730

Shares Held

97.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Evermay Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History