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

Koa Wealth Management, LLC

  • $129 Billion
  • Q3 2024

A detailed history of Koa Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Koa Wealth Management, LLC holds 57,042 shares of SGOV stock, worth $5.74 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares
57,042
Previous 63,331 9.93%
Holding current value
$5.74 Million
Previous $6.38 Billion 9.92%
% of portfolio
4.44%
Previous 5.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$100.3 - $100.74 $630,786 - $633,553
-6,289 Reduced 9.93%
57,042 $5.75 Billion
Q2 2024

Jul 23, 2024
BUY
$100.29 - $100.75 $2.14 Million - $2.15 Million
21,368 Added 50.92%
63,331 $6.38 Billion
Q1 2024

May 07, 2024
SELL
$100.29 - $100.71 $316,816 - $318,142
-3,159 Reduced 7.0%
41,963 $4.23 Billion
Q4 2023

May 07, 2024
BUY
$100.05 - $100.73 $4.51 Million - $4.55 Million
45,122 New
45,122 $4.52 Billion

Others Institutions Holding SGOV

# of Institutions
708
Shares Held
91.1M
Call Options Held
0
Put Options Held
0
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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