A detailed history of Marion Wealth Management transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Marion Wealth Management holds 47,096 shares of SGOV stock, worth $4.73 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
47,096
Previous 47,268 0.36%
Holding current value
$4.73 Million
Previous $4.76 Million 0.76%
% of portfolio
1.26%
Previous 1.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

SELL
$100.16 - $100.7 $17,227 - $17,320
-172 Reduced 0.36%
47,096 $4.72 Million
Q3 2024

Oct 07, 2024

BUY
$100.3 - $100.74 $221,462 - $222,433
2,208 Added 4.9%
47,268 $4.76 Million
Q2 2024

Jul 09, 2024

SELL
$100.29 - $100.75 $121,852 - $122,411
-1,215 Reduced 2.63%
45,060 $4.54 Million
Q1 2024

Apr 08, 2024

BUY
$100.29 - $100.71 $905,217 - $909,008
9,026 Added 24.23%
46,275 $4.66 Million
Q4 2023

Jan 10, 2024

BUY
$100.05 - $100.73 $3.73 Million - $3.75 Million
37,249 New
37,249 $3.73 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


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