L.M. Kohn & Company Ishares Trishares 0 3 Mnth Tre Transaction History

L.M. Kohn & Company

$80.6 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 01, 2025	BUY	$100.35 - $100.71 $222,576 - $223,374	2,218 New	2,218 $223,000

Others Institutions Holding SGOV

# of Institutions

1,018

Shares Held

196M

Call Options Held

3.1K

Put Options Held

0

Laurel Wealth Advisors LLC Charlotte, NC

22.9M
Shares

$2.3 Billion
3.26% of portfolio
Bank Of America Corp Charlotte, NC

10.6M
Shares

$1.06 Billion
0.08% of portfolio
Morgan Stanley New York, NY

8.4M
Shares

$843 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.2M
Shares

$723 Million
0.26% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.72M
Shares

$474 Million
0.12% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.