A detailed history of Kozak & Associates, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kozak & Associates, Inc. holds 807 shares of SGOV stock, worth $81,272. This represents 0.02% of its overall portfolio holdings.

Number of Shares
807
Previous 799 1.0%
Holding current value
$81,272
Previous $80,000 1.25%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025

BUY
$100.35 - $100.71 $802 - $805
8 Added 1.0%
807 $81,000
Q1 2025

Apr 15, 2025

BUY
$100.34 - $100.68 $802 - $805
8 Added 1.01%
799 $80,000
Q4 2024

Jan 06, 2025

BUY
$100.16 - $100.7 $79,226 - $79,653
791 New
791 $79,000
Q4 2023

Jan 17, 2024

BUY
$100.05 - $100.73 $8,004 - $8,058
80 New
80 $8,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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