Kingsview Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 173,840 shares of SGOV stock, worth $17.5 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

173,840

Previous 1,283,761 86.46%

Holding current value

$17.5 Million

Previous $129 Million 86.46%

% of portfolio

0.33%

Previous 2.73%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$100.35 - $100.71 $111 Million - $112 Million	-1,109,921 Reduced 86.46%	173,840 $17.5 Million
Q1 2025 May 02, 2025	BUY	$100.34 - $100.68 $110 Million - $110 Million	1,091,557 Added 567.92%	1,283,761 $129 Million
Q4 2024 Jan 28, 2025	SELL	$100.16 - $100.7 $972,353 - $977,595	-9,708 Reduced 4.81%	192,204 $19.3 Million
Q3 2024 Nov 12, 2024	SELL	$100.3 - $100.74 $688,158 - $691,177	-6,861 Reduced 3.29%	201,912 $20.3 Million
Q2 2024 Aug 14, 2024	BUY	$100.29 - $100.75 $604,046 - $606,817	6,023 Added 2.97%	208,773 $21 Million
Q1 2024 May 09, 2024	SELL	$100.29 - $100.71 $1.68 Million - $1.69 Million	-16,763 Reduced 7.64%	202,750 $20.4 Million
Q4 2023 Feb 08, 2024	BUY	$100.05 - $100.73 $5.18 Million - $5.21 Million	51,772 Added 30.86%	219,513 $22 Million
Q3 2023 Nov 07, 2023	BUY	$100.2 - $100.67 $3.62 Million - $3.64 Million	36,171 Added 27.49%	167,741 $16.9 Million
Q2 2023 Aug 10, 2023	BUY	$100.18 - $100.63 $1.08 Million - $1.09 Million	10,805 Added 8.95%	131,570 $13.2 Million
Q1 2023 May 15, 2023	SELL	$100.08 - $100.58 $29.4 Million - $29.5 Million	-293,515 Reduced 70.85%	120,765 $12.1 Million
Q4 2022 Feb 13, 2023	BUY	$99.97 - $100.37 $6.47 Million - $6.49 Million	64,676 Added 18.5%	414,280 $41.5 Million
Q3 2022 Nov 14, 2022	BUY	$100.03 - $100.27 $34.7 Million - $34.8 Million	347,271 Added 14885.17%	349,604 $35.1 Million
Q2 2022 Aug 16, 2022	BUY	$100.02 - $100.12 $233,346 - $233,579	2,333 New	2,333 $234,000

Others Institutions Holding SGOV

# of Institutions

967

Shares Held

388M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Kingsview Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History