First Wilshire Securities Management Inc Ishares Trishares 0 3 Mnth Tre Transaction History
First Wilshire Securities Management Inc
- $322 Million
- Q2 2025
A detailed history of First Wilshire Securities Management Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, First Wilshire Securities Management Inc holds 379,998 shares of SGOV stock, worth $38.2 Million. This represents 11.87% of its overall portfolio holdings.
Number of Shares
379,998
Previous 421,838
9.92%
Holding current value
$38.2 Million
Previous $42.5 Million
9.9%
% of portfolio
11.87%
Previous 14.37%
Shares
8 transactions
Others Institutions Holding SGOV
# of Institutions
987Shares Held
202MCall Options Held
3.8KPut Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio