Impact Partnership Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Impact Partnership Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Impact Partnership Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 142,609 shares of SGOV stock, worth $14.3 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

142,609

Previous 150,375 5.16%

Holding current value

$14.3 Million

Previous $15.1 Billion 5.54%

% of portfolio

2.89%

Previous 3.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$100.16 - $100.7 $777,842 - $782,036	-7,766 Reduced 5.16%	142,609 $14.3 Billion
Q3 2024 Oct 22, 2024	BUY	$100.3 - $100.74 $348,642 - $350,172	3,476 Added 2.37%	150,375 $15.1 Billion
Q2 2024 Aug 02, 2024	BUY	$100.29 - $100.75 $13.2 Million - $13.3 Million	131,904 Added 879.65%	146,899 $14.8 Billion
Q1 2024 May 13, 2024	SELL	$100.29 - $100.71 $1.67 Million - $1.68 Million	-16,634 Reduced 52.59%	14,995 $1.51 Billion
Q4 2023 Feb 14, 2024	SELL	$100.05 - $100.73 $4.75 Million - $4.78 Million	-47,448 Reduced 60.0%	31,629 $3.17 Billion
Q3 2023 Oct 17, 2023	SELL	$100.2 - $100.67 $574,446 - $577,141	-5,733 Reduced 6.76%	79,077 $7.96 Billion
Q2 2023 Jul 17, 2023	BUY	$100.18 - $100.63 $8.5 Million - $8.53 Million	84,810 New	84,810 $8.53 Billion

Others Institutions Holding SGOV

# of Institutions

789

Shares Held

113M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
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Impact Partnership Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History