A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 22,917 shares of SGOV stock, worth $2.3 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
22,917
Previous 23,127 0.91%
Holding current value
$2.3 Million
Previous $2.33 Million 0.9%
% of portfolio
1.51%
Previous 1.66%

Shares

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

Oct 15, 2025

SELL
$100.37 - $100.74 $21,077 - $21,155
-210 Reduced 0.91%
22,917 $2.31 Million
Q2 2025

Aug 07, 2025

BUY
$100.35 - $100.71 $1.7 Million - $1.7 Million
16,926 Added 272.96%
23,127 $2.33 Million
Q1 2025

May 09, 2025

BUY
$100.34 - $100.68 $421,528 - $422,956
4,201 Added 210.05%
6,201 $621,000
Q4 2024

Jan 29, 2025

BUY
$100.16 - $100.7 $200,320 - $201,400
2,000 New
2,000 $200,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


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