Retirement Planning Group Ishares Trishares 0 3 Mnth Tre Transaction History

Retirement Planning Group

$1.58 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$100.05 - $100.73 $1.4 Million - $1.41 Million	13,976 New	13,976 $1.4 Million

Others Institutions Holding SGOV

# of Institutions

710

Shares Held

91.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.99M
Shares

$502 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$341 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$304 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$191 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$184 Million
3.13% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.