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

Klein Pavlis & Peasley Financial, Inc.

  • $150 Billion
  • Q2 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 144,996 shares of SGOV stock, worth $14.6 Million. This represents 9.74% of its overall portfolio holdings.

Number of Shares
144,996
Previous 67,571 114.58%
Holding current value
$14.6 Million
Previous $6.78 Billion 115.31%
% of portfolio
9.74%
Previous 4.88%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
925
Shares Held
349M
Call Options Held
0
Put Options Held
51
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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