Ever Source Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,642 shares of SGOV stock, worth $1.58 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,642

Previous 8,091 93.33%

Holding current value

$1.58 Million

Previous $811,000 94.08%

% of portfolio

0.1%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$100.34 - $100.68 $757,667 - $760,234	7,551 Added 93.33%	15,642 $1.57 Million
Q4 2024 Feb 07, 2025	BUY	$100.16 - $100.7 $5,508 - $5,538	55 Added 0.68%	8,091 $811,000
Q3 2024 Nov 08, 2024	BUY	$100.3 - $100.74 $99,798 - $100,236	995 Added 14.13%	8,036 $809,000
Q2 2024 Aug 13, 2024	SELL	$100.29 - $100.75 $96,278 - $96,720	-960 Reduced 12.0%	7,041 $709,000
Q1 2024 Jun 11, 2024	BUY	$100.29 - $100.71 $64,285 - $64,555	641 Added 8.71%	8,001 $805,000
Q4 2023 Feb 09, 2024	BUY	$100.05 - $100.73 $736,368 - $741,372	7,360 New	7,360 $737,000
Q2 2023 Aug 04, 2023	BUY	$100.18 - $100.63 $28,250 - $28,377	282 New	282 $28,000

Others Institutions Holding SGOV

# of Institutions

907

Shares Held

152M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History