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

Evermay Wealth Management LLC

  • $618 Million
  • Q3 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 55,077 shares of SGOV stock, worth $5.52 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
55,077
Previous 254,026 78.32%
Holding current value
$5.52 Million
Previous $25.6 Million 78.32%
% of portfolio
0.9%
Previous 4.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
709
Shares Held
91.6M
Call Options Held
0
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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