A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 12,634 shares of SGOV stock, worth $1.27 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
12,634
Previous 11,063 14.2%
Holding current value
$1.27 Million
Previous $1.11 Million 14.29%
% of portfolio
0.26%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$100.37 - $100.74 $157,681 - $158,262
1,571 Added 14.2%
12,634 $1.27 Million
Q2 2025

Aug 05, 2025

BUY
$100.35 - $100.71 $1.11 Million - $1.11 Million
11,063 New
11,063 $1.11 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


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

Track Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private Wealth Management, LLC 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 Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.