Merriman Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 50,314 shares of SGOV stock, worth $5.07 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
50,314
Previous 27,162 85.24%
Holding current value
$5.07 Million
Previous $2.72 Million 86.08%
% of portfolio
0.23%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$100.29 - $100.71 $2.32 Million - $2.33 Million
23,152 Added 85.24%
50,314 $5.07 Million
Q4 2023

Feb 13, 2024
SELL
$100.05 - $100.73 $31.5 Million - $31.7 Million
-314,617 Reduced 92.05%
27,162 $2.72 Million
Q3 2023

Nov 13, 2023
BUY
$100.2 - $100.67 $30.7 Million - $30.9 Million
306,756 Added 875.87%
341,779 $34.4 Million
Q2 2023

Aug 14, 2023
BUY
$100.18 - $100.63 $1.34 Million - $1.35 Million
13,369 Added 61.74%
35,023 $3.52 Million
Q1 2023

May 04, 2023
SELL
$100.08 - $100.58 $12.2 Million - $12.2 Million
-121,520 Reduced 84.88%
21,654 $2.18 Million
Q4 2022

Feb 13, 2023
SELL
$99.97 - $100.37 $133 Million - $133 Million
-1,327,299 Reduced 90.26%
143,174 $14.3 Million
Q3 2022

Oct 26, 2022
BUY
$100.03 - $100.22 $147 Million - $147 Million
1,470,473 New
1,470,473 $147 Million

Others Institutions Holding SGOV

# of Institutions
601
Shares Held
79.1M
Call Options Held
0
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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