Prosperity Planning, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Prosperity Planning, Inc.

$351 Million
Q3 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Prosperity Planning, Inc. holds 21,192 shares of SGOV stock, worth $2.13 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

21,192

Previous 11,420 85.57%

Holding current value

$2.13 Million

Previous $1.15 Million 85.73%

% of portfolio

0.61%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$100.37 - $100.74 $980,815 - $984,431	9,772 Added 85.57%	21,192 $2.13 Million
Q2 2025 Jul 11, 2025	SELL	$100.35 - $100.71 $170,795 - $171,408	-1,702 Reduced 12.97%	11,420 $1.15 Million
Q1 2025 Apr 10, 2025	SELL	$100.34 - $100.68 $176,197 - $176,794	-1,756 Reduced 11.8%	13,122 $1.32 Million
Q4 2024 Jan 16, 2025	BUY	$100.16 - $100.7 $180,788 - $181,763	1,805 Added 13.81%	14,878 $1.49 Million
Q3 2024 Oct 07, 2024	BUY	$100.3 - $100.74 $246,336 - $247,417	2,456 Added 23.13%	13,073 $1.32 Million
Q2 2024 Jul 23, 2024	BUY	$100.29 - $100.75 $479,887 - $482,088	4,785 Added 82.05%	10,617 $1.07 Million
Q1 2024 Apr 15, 2024	SELL	$100.29 - $100.71 $643,962 - $646,658	-6,421 Reduced 52.4%	5,832 $587,000
Q4 2023 Feb 05, 2024	SELL	$100.05 - $100.73 $199,799 - $201,157	-1,997 Reduced 14.01%	12,253 $1.23 Million
Q3 2023 Oct 24, 2023	SELL	$100.2 - $100.67 $495,088 - $497,410	-4,941 Reduced 25.75%	14,250 $1.43 Million
Q2 2023 Jul 13, 2023	SELL	$100.18 - $100.63 $341,413 - $342,947	-3,408 Reduced 15.08%	19,191 $1.93 Million
Q1 2023 Apr 13, 2023	BUY	$100.08 - $100.58 $2.26 Million - $2.27 Million	22,599 New	22,599 $2.27 Million

Others Institutions Holding SGOV

# of Institutions

1,066

Shares Held

182M

Call Options Held

110K

Put Options Held

9.8K

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Prosperity Planning, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History