Mn Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Mn Wealth Advisors, LLC

$170 Billion
Q1 2025

A detailed history of Mn Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 38,032 shares of SGOV stock, worth $3.83 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

38,032

Previous 58,833 35.36%

Holding current value

$3.83 Million

Previous $5.9 Billion 35.13%

% of portfolio

2.25%

Previous 3.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$100.34 - $100.68 $2.09 Million - $2.09 Million	-20,801 Reduced 35.36%	38,032 $3.83 Billion
Q4 2024 Jan 30, 2025	BUY	$100.16 - $100.7 $4.43 Million - $4.46 Million	44,263 Added 303.8%	58,833 $5.9 Billion
Q3 2024 Oct 15, 2024	BUY	$100.3 - $100.74 $1.01 Million - $1.01 Million	10,028 Added 220.78%	14,570 $1.47 Billion
Q2 2024 Jul 23, 2024	SELL	$100.29 - $100.75 $53,855 - $54,102	-537 Reduced 10.57%	4,542 $457 Million
Q1 2024 Apr 30, 2024	BUY	$100.29 - $100.71 $69,200 - $69,489	690 Added 15.72%	5,079 $512 Million
Q4 2023 Feb 12, 2024	BUY	$100.05 - $100.73 $439,119 - $442,103	4,389 New	4,389 $440 Million

Others Institutions Holding SGOV

# of Institutions

851

Shares Held

120M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Mn Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History