Heritage Wealth Management, Inc. /Ca/ Ishares Trishares 0 3 Mnth Tre Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 40,872 shares of SGOV stock, worth $4.1 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
40,872
Holding current value
$4.1 Million
% of portfolio
2.76%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$100.37 - $100.74 $4.1 Million - $4.12 Million
40,872 New
40,872 $4.12 Billion

Others Institutions Holding SGOV

# of Institutions
1,015
Shares Held
196M
Call Options Held
3.1K
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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