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

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

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 148,158 shares of SGOV stock, worth $14.9 Million. This represents 6.98% of its overall portfolio holdings.

Number of Shares
148,158
Previous 7,220 1952.05%
Holding current value
$14.9 Million
Previous $727 Million 1943.9%
% of portfolio
6.98%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
793
Shares Held
113M
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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