Jessup Wealth Management, Inc Ishares Trishares 0 3 Mnth Tre Transaction History

Jessup Wealth Management, Inc

$269 Billion
Q3 2025

A detailed history of Jessup Wealth Management, Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 3,550 shares of SGOV stock, worth $356,881. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,550

Previous 3,994 11.12%

Holding current value

$356,881

Previous $402 Million 11.09%

% of portfolio

0.13%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$100.37 - $100.74 $44,564 - $44,728	-444 Reduced 11.12%	3,550 $358 Million
Q2 2025 Aug 04, 2025	SELL	$100.35 - $100.71 $2,508 - $2,517	-25 Reduced 0.62%	3,994 $402 Million
Q1 2025 Apr 29, 2025	SELL	$100.34 - $100.68 $19,666 - $19,733	-196 Reduced 4.65%	4,019 $405 Million
Q4 2024 Jan 31, 2025	BUY	$100.16 - $100.7 $46,374 - $46,624	463 Added 12.34%	4,215 $423 Million
Q3 2024 Oct 09, 2024	BUY	$100.3 - $100.74 $10,732 - $10,779	107 Added 2.94%	3,752 $378 Million

Q2 2024 Jul 26, 2024	BUY	$100.29 - $100.75 $365,557 - $367,233	3,645 New	3,645 $367 Million

Others Institutions Holding SGOV

# of Institutions

1,066

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Jessup Wealth Management, Inc Ishares Trishares 0 3 Mnth Tre Transaction History