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

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 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 68,396 shares of SGOV stock, worth $6.88 Million. This represents 5.61% of its overall portfolio holdings.

Number of Shares
68,396
Previous 57,042 19.9%
Holding current value
$6.88 Million
Previous $5.75 Billion 19.43%
% of portfolio
5.61%
Previous 4.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$100.16 - $100.7 $1.14 Million - $1.14 Million
11,354 Added 19.9%
68,396 $6.86 Billion
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
730
Shares Held
97.8M
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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