Klein Pavlis & Peasley Financial, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Klein Pavlis & Peasley Financial, Inc.

$163 Billion
Q3 2025

A detailed history of Klein Pavlis & Peasley Financial, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Klein Pavlis & Peasley Financial, Inc. holds 71,221 shares of SGOV stock, worth $7.16 Million. This represents 4.4% of its overall portfolio holdings.

Number of Shares

71,221

Previous 144,996 50.88%

Holding current value

$7.16 Million

Previous $14.6 Billion 50.88%

% of portfolio

4.4%

Previous 9.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$100.37 - $100.74 $7.4 Million - $7.43 Million	-73,775 Reduced 50.88%	71,221 $7.17 Billion
Q2 2025 Jul 17, 2025	BUY	$100.35 - $100.71 $7.77 Million - $7.8 Million	77,425 Added 114.58%	144,996 $14.6 Billion
Q1 2025 May 08, 2025	BUY	$100.34 - $100.68 $1.53 Million - $1.54 Million	15,297 Added 29.26%	67,571 $6.78 Billion
Q4 2024 Jan 27, 2025	BUY	$100.16 - $100.7 $2.61 Million - $2.63 Million	26,090 Added 99.64%	52,274 $5.24 Billion
Q3 2024 Oct 24, 2024	BUY	$100.3 - $100.74 $748,438 - $751,721	7,462 Added 39.86%	26,184 $2.64 Billion
Q2 2024 Jul 26, 2024	SELL	$100.29 - $100.75 $2.61 Million - $2.62 Million	-26,004 Reduced 58.14%	18,722 $1.89 Billion
Q1 2024 May 07, 2024	SELL	$100.29 - $100.71 $194,562 - $195,377	-1,940 Reduced 4.16%	44,726 $4.5 Billion
Q4 2023 Jan 12, 2024	BUY	$100.05 - $100.73 $4.67 Million - $4.7 Million	46,666 New	46,666 $4.68 Billion

Others Institutions Holding SGOV

# of Institutions

1,066

Shares Held

182M

Call Options Held

110K

Put Options Held

9.8K

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Klein Pavlis & Peasley Financial, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History