A detailed history of Lantz Financial LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Lantz Financial LLC holds 11,621 shares of SGOV stock, worth $1.16 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
11,621
Previous 14,917 22.1%
Holding current value
$1.16 Million
Previous $1.5 Million 22.1%
% of portfolio
0.33%
Previous 0.49%

Shares

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

Oct 15, 2024

SELL
$100.3 - $100.74 $330,588 - $332,039
-3,296 Reduced 22.1%
11,621 $1.17 Million
Q2 2024

Jul 10, 2024

BUY
$100.29 - $100.75 $588,702 - $591,402
5,870 Added 64.88%
14,917 $1.5 Million
Q1 2024

Apr 10, 2024

BUY
$100.29 - $100.71 $501,750 - $503,852
5,003 Added 123.71%
9,047 $911,000
Q4 2023

Jan 12, 2024

BUY
$100.05 - $100.73 $404,602 - $407,352
4,044 New
4,044 $405,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


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