Mowery & Schoenfeld Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 241 shares of SGOV stock, worth $24,138. This represents 0.04% of its overall portfolio holdings.

Number of Shares
241
Previous 1,571 84.66%
Holding current value
$24,138
Previous $158 Million 84.66%
% of portfolio
0.04%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$100.3 - $100.74 $133,399 - $133,984
-1,330 Reduced 84.66%
241 $24.3 Million
Q2 2024

Aug 14, 2024
BUY
$100.29 - $100.75 $28,682 - $28,814
286 Added 22.26%
1,571 $158 Million
Q1 2024

May 14, 2024
BUY
$100.29 - $100.71 $17,651 - $17,724
176 Added 15.87%
1,285 $129 Million
Q4 2023

May 14, 2024
BUY
$100.05 - $100.73 $110,955 - $111,709
1,109 New
1,109 $111 Million

Others Institutions Holding SGOV

# of Institutions
709
Shares Held
91.6M
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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