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

Heritage Wealth Management, Inc./Texas

  • $154 Billion
  • Q1 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 49,549 shares of SGOV stock, worth $4.99 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares
49,549
Previous 45,879 8.0%
Holding current value
$4.99 Million
Previous $4.6 Billion 8.45%
% of portfolio
3.24%
Previous 3.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$100.29 - $100.71 $368,064 - $369,605
3,670 Added 8.0%
49,549 $4.99 Billion
Q4 2023

Jan 24, 2024
BUY
$100.05 - $100.73 $4.22 Million - $4.25 Million
42,161 Added 1133.97%
45,879 $4.6 Billion
Q3 2023

Nov 07, 2023
BUY
$100.2 - $100.67 $372,543 - $374,291
3,718 New
3,718 $374 Million
Q1 2023

May 02, 2023
SELL
$100.08 - $100.58 $400,420 - $402,420
-4,001 Reduced 53.05%
3,541 $356 Million
Q4 2022

Feb 23, 2023
BUY
$99.97 - $100.37 $753,973 - $756,990
7,542 New
7,542 $755 Million

Others Institutions Holding SGOV

# of Institutions
627
Shares Held
80.4M
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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