A detailed history of Opes Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Opes Wealth Management LLC holds 2,759 shares of SGOV stock, worth $277,307. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,759
Previous 4,102 32.74%
Holding current value
$277,307
Previous $413,000 32.93%
% of portfolio
0.05%
Previous 0.09%

Shares

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

Oct 29, 2024

SELL
$100.3 - $100.74 $134,702 - $135,293
-1,343 Reduced 32.74%
2,759 $277,000
Q1 2024

May 02, 2024

SELL
$100.29 - $100.71 $139,703 - $140,289
-1,393 Reduced 25.35%
4,102 $413,000
Q3 2023

Nov 02, 2023

SELL
$100.2 - $100.67 $48,096 - $48,321
-480 Reduced 8.03%
5,495 $553,000
Q1 2023

May 01, 2023

BUY
$100.08 - $100.58 $597,978 - $600,965
5,975 New
5,975 $600,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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