Lwm Advisory Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Lwm Advisory Services, LLC

$139 Million
Q1 2025

A detailed history of Lwm Advisory Services, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 6,851 shares of SGOV stock, worth $689,964. This represents 0.5% of its overall portfolio holdings.

Number of Shares

6,851

Previous 5,557 23.29%

Holding current value

$689,964

Previous $557,000 23.7%

% of portfolio

0.5%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$100.34 - $100.68 $129,839 - $130,279	1,294 Added 23.29%	6,851 $689,000
Q4 2024 Feb 03, 2025	BUY	$100.16 - $100.7 $181,489 - $182,468	1,812 Added 48.38%	5,557 $557,000
Q3 2024 Nov 13, 2024	BUY	$100.3 - $100.74 $375,623 - $377,271	3,745 New	3,745 $377,000
Q1 2024 May 09, 2024	BUY	$100.29 - $100.71 $30.3 Million - $30.4 Million	301,999 Added 1444.76%	322,902 $32.5 Million
Q4 2023 Feb 05, 2024	SELL	$100.05 - $100.73 $215,107 - $216,569	-2,150 Reduced 9.33%	20,903 $2.1 Million
Q3 2023 Nov 02, 2023	BUY	$100.2 - $100.67 $490,278 - $492,578	4,893 Added 26.94%	23,053 $2.32 Million
Q2 2023 Aug 07, 2023	SELL	$100.18 - $100.63 $658,382 - $661,340	-6,572 Reduced 26.57%	18,160 $1.83 Million
Q1 2023 May 02, 2023	BUY	$100.08 - $100.58 $529,223 - $531,867	5,288 Added 27.2%	24,732 $2.49 Million
Q4 2022 Feb 07, 2023	BUY	$99.97 - $100.37 $1.94 Million - $1.95 Million	19,444 New	19,444 $1.95 Million

Others Institutions Holding SGOV

# of Institutions

907

Shares Held

152M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Lwm Advisory Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History