A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 7,220 shares of SGOV stock, worth $724,671. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,220
Previous 14,777 51.14%
Holding current value
$724,671
Previous $1.49 Billion 51.14%
% of portfolio
0.34%
Previous 0.75%

Shares

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

Oct 23, 2024

SELL
$100.3 - $100.74 $757,967 - $761,292
-7,557 Reduced 51.14%
7,220 $727 Million
Q2 2024

Aug 28, 2024

BUY
$100.29 - $100.75 $1.48 Million - $1.49 Million
14,777 New
14,777 $1.49 Billion

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


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