Legacy Wealth Managment, Llc/Id Ishares Trishares 0 3 Mnth Tre Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 2,489 shares of SGOV stock, worth $250,219. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,489
Previous 3,386 26.49%
Holding current value
$250,219
Previous $340,000 26.47%
% of portfolio
0.17%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$100.37 - $100.74 $90,031 - $90,363
-897 Reduced 26.49%
2,489 $250,000
Q2 2025

Aug 06, 2025
BUY
$100.35 - $100.71 $153,535 - $154,086
1,530 Added 82.44%
3,386 $340,000
Q1 2025

May 16, 2025
BUY
$100.34 - $100.68 $186,231 - $186,862
1,856 New
1,856 $186,000

Others Institutions Holding SGOV

# of Institutions
1,066
Shares Held
180M
Call Options Held
110K
Put Options Held
9.8K
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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