Org Wealth Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Org Wealth Partners, LLC holds 41,550 shares of SGOV stock, worth $4.18 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
41,550
Previous 45,395 8.47%
Holding current value
$4.18 Million
Previous $4.57 Million 8.45%
% of portfolio
1.56%
Previous 1.96%

Shares

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

Oct 24, 2025
SELL
$100.37 - $100.74 $385,922 - $387,345
-3,845 Reduced 8.47%
41,550 $4.18 Million
Q2 2025

Jul 16, 2025
BUY
$100.35 - $100.71 $107,976 - $108,363
1,076 Added 2.43%
45,395 $4.57 Million
Q1 2025

Apr 21, 2025
BUY
$100.34 - $100.68 $4.36 Million - $4.37 Million
43,437 Added 4924.83%
44,319 $4.46 Million
Q4 2024

Jan 10, 2025
SELL
$100.16 - $100.7 $3.44 Million - $3.46 Million
-34,340 Reduced 97.5%
882 $88,000
Q3 2024

Oct 11, 2024
BUY
$100.3 - $100.74 $3.53 Million - $3.55 Million
35,222 New
35,222 $3.55 Billion

Others Institutions Holding SGOV

# of Institutions
1,066
Shares Held
180M
Call Options Held
110K
Put Options Held
9.8K
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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