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

Lwm Advisory Services, LLC

$131 Million
Q3 2024

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 3,745 shares of SGOV stock, worth $376,409. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,745

Holding current value

$376,409

% of portfolio

0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

709

Shares Held

91.6M

Call Options Held

Put Options Held

View Full List

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 Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.

Account

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