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

Lwm Advisory Services, LLC

  • $139 Million
  • Q2 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 4,992 shares of SGOV stock, worth $501,296. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,992
Previous 6,851 27.13%
Holding current value
$501,296
Previous $689,000 27.14%
% of portfolio
0.36%
Previous 0.5%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$100.35 - $100.71 $186,550 - $187,219
-1,859 Reduced 27.13%
4,992 $502,000
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
1,018
Shares Held
196M
Call Options Held
3.1K
Put Options Held
0
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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