Montgomery Investment Management Inc Ishares Trishares 0 3 Mnth Tre Transaction History

Montgomery Investment Management Inc

$242 Million
Q4 2024

A detailed history of Montgomery Investment Management Inc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Montgomery Investment Management Inc holds 38,140 shares of SGOV stock, worth $3.84 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

38,140

Previous 15,600 144.49%

Holding current value

$3.84 Million

Previous $1.57 Million 143.54%

% of portfolio

1.58%

Previous 0.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$100.16 - $100.7 $2.26 Million - $2.27 Million	22,540 Added 144.49%	38,140 $3.83 Million
Q3 2024 Oct 24, 2024	SELL	$100.3 - $100.74 $8,024 - $8,059	-80 Reduced 0.51%	15,600 $1.57 Million
Q2 2024 Jul 12, 2024	SELL	$100.29 - $100.75 $36,104 - $36,270	-360 Reduced 2.24%	15,680 $1.58 Million
Q1 2024 May 01, 2024	SELL	$100.29 - $100.71 $158,458 - $159,121	-1,580 Reduced 8.97%	16,040 $1.62 Million
Q4 2023 Jan 29, 2024	SELL	$100.05 - $100.73 $130,065 - $130,949	-1,300 Reduced 6.87%	17,620 $1.77 Million
Q3 2023 Oct 27, 2023	BUY	$100.2 - $100.67 $1.9 Million - $1.9 Million	18,920 New	18,920 $1.9 Million

Others Institutions Holding SGOV

# of Institutions

793

Shares Held

113M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Montgomery Investment Management Inc Ishares Trishares 0 3 Mnth Tre Transaction History