Heritage Oak Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025

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 41,204 shares of SGOV stock, worth $4.15 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
41,204
Previous 148,158 72.19%
Holding current value
$4.15 Million
Previous $14.9 Billion 72.09%
% of portfolio
1.82%
Previous 6.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$100.34 - $100.68 $10.7 Million - $10.8 Million
-106,954 Reduced 72.19%
41,204 $4.15 Billion
Q4 2024

Feb 05, 2025
BUY
$100.16 - $100.7 $14.1 Million - $14.2 Million
140,938 Added 1952.05%
148,158 $14.9 Billion
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

# of Institutions
860
Shares Held
121M
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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