Fwl Investment Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Fwl Investment Management, LLC

$266 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$100.29 - $100.71 $35,101 - $35,248	-350 Reduced 46.42%	404 $40,000
Q3 2023 Nov 13, 2023	BUY	$100.2 - $100.67 $75,550 - $75,905	754 New	754 $75,000

Others Institutions Holding SGOV

# of Institutions

954

Shares Held

358M

Call Options Held

3.8K

Put Options Held

0

Kingstone Capital Partners Texas, LLC Frisco, TX

193M
Shares

$19.4 Billion
3.1% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

22.9M
Shares

$2.3 Billion
3.26% of portfolio
Cornerstone Advisors Asset Management, Inc Bethlehem, PA

10.3M
Shares

$1.03 Billion
3.16% of portfolio
Bank Of America Corp Charlotte, NC

10.2M
Shares

$1.03 Billion
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.2M
Shares

$724 Million
0.26% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

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