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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

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 8,036 shares of SGOV stock, worth $807,698. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,036
Previous 7,041 14.13%
Holding current value
$807,698
Previous $709,000 14.1%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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