Phil A. Younker & Associates, Ltd. Ishares Trishares 0 3 Mnth Tre Transaction History

Phil A. Younker & Associates, Ltd.

  • $131 Billion
  • Q3 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 119,044 shares of SGOV stock, worth $12 Million. This represents 9.18% of its overall portfolio holdings.

Number of Shares
119,044
Previous 63,541 87.35%
Holding current value
$12 Million
Previous $6.4 Billion 87.37%
% of portfolio
9.18%
Previous 6.31%

Shares

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

Oct 24, 2025
BUY
$100.37 - $100.74 $5.57 Million - $5.59 Million
55,503 Added 87.35%
119,044 $12 Billion
Q2 2025

Jul 16, 2025
BUY
$100.35 - $100.71 $1.43 Million - $1.43 Million
14,239 Added 28.88%
63,541 $6.4 Billion
Q1 2025

Apr 29, 2025
BUY
$100.34 - $100.68 $4.95 Million - $4.96 Million
49,302 New
49,302 $4.96 Billion

Others Institutions Holding SGOV

# of Institutions
1,067
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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