A detailed history of Geo Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,383 shares of SGOV stock, worth $138,521. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,383
Previous 29,273 95.28%
Holding current value
$138,521
Previous $2.95 Million 95.28%
% of portfolio
0.01%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$100.3 - $100.74 $2.8 Million - $2.81 Million
-27,890 Reduced 95.28%
1,383 $139,000
Q2 2024

Aug 12, 2024

SELL
$100.29 - $100.75 $1.32 Million - $1.32 Million
-13,148 Reduced 30.99%
29,273 $2.95 Million
Q1 2024

May 15, 2024

SELL
$100.29 - $100.71 $3.78 Million - $3.8 Million
-37,738 Reduced 88.96%
4,683 $471,000
Q1 2024

May 15, 2024

BUY
$100.29 - $100.71 $848,252 - $851,805
8,458 Added 24.9%
42,421 $4.27 Million
Q4 2023

Feb 13, 2024

BUY
$100.05 - $100.73 $2.28 Million - $2.3 Million
22,791 Added 204.0%
33,963 $3.41 Million
Q3 2023

Nov 13, 2023

BUY
$100.2 - $100.67 $777,652 - $781,299
7,761 Added 227.53%
11,172 $1.12 Million
Q2 2023

Aug 10, 2023

SELL
$100.18 - $100.63 $2.72 Million - $2.73 Million
-27,114 Reduced 88.83%
3,411 $343,000
Q1 2023

May 12, 2023

BUY
$100.08 - $100.58 $2.74 Million - $2.76 Million
27,415 Added 881.51%
30,525 $3.07 Million
Q4 2022

Feb 13, 2023

BUY
$99.97 - $100.37 $310,906 - $312,150
3,110 New
3,110 $311,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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