A detailed history of Oak Harvest Investment Services transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Oak Harvest Investment Services holds 20,550 shares of SGOV stock, worth $2.06 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
20,550
Previous 21,734 5.45%
Holding current value
$2.06 Million
Previous $2.19 Million 5.4%
% of portfolio
0.27%
Previous 0.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$100.35 - $100.71 $118,814 - $119,240
-1,184 Reduced 5.45%
20,550 $2.07 Million
Q1 2025

May 14, 2025

BUY
$100.34 - $100.68 $306,639 - $307,678
3,056 Added 16.36%
21,734 $2.19 Million
Q4 2024

Jan 23, 2025

BUY
$100.16 - $100.7 $456,429 - $458,889
4,557 Added 32.27%
18,678 $1.87 Million
Q3 2024

Oct 25, 2024

BUY
$100.3 - $100.74 $322,063 - $323,476
3,211 Added 29.43%
14,121 $1.42 Million
Q2 2024

Oct 24, 2024

BUY
$100.29 - $100.75 $194,963 - $195,858
1,944 Added 21.68%
10,910 $1.1 Million
Q2 2024

Jul 22, 2024

BUY
$100.29 - $100.75 $194,963 - $195,858
1,944 Added 21.68%
10,910 $1.1 Million
Q1 2024

Oct 24, 2024

SELL
$100.29 - $100.71 $194,963 - $195,780
-1,944 Reduced 17.82%
8,966 $902,000
Q1 2024

Apr 19, 2024

BUY
$100.29 - $100.71 $152,641 - $153,280
1,522 Added 20.45%
8,966 $902,000
Q4 2023

Jan 12, 2024

BUY
$100.05 - $100.73 $315,557 - $317,702
3,154 Added 73.52%
7,444 $746,000
Q3 2023

Oct 25, 2023

BUY
$100.2 - $100.67 $429,858 - $431,874
4,290 New
4,290 $431,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Oak Harvest Investment Services Portfolio

Follow Oak Harvest Investment Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harvest Investment Services, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harvest Investment Services with notifications on news.