Rockwood Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Rockwood Wealth Management, LLC

$926 Billion
Q4 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 2,489 shares of SGOV stock, worth $250,144. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,489

Previous 3,754 33.7%

Holding current value

$250,144

Previous $378 Million 33.98%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$100.16 - $100.7 $126,702 - $127,385	-1,265 Reduced 33.7%	2,489 $250 Million
Q3 2024 Oct 16, 2024	BUY	$100.3 - $100.74 $376,526 - $378,177	3,754 New	3,754 $378 Million
Q2 2023 Jul 20, 2023	SELL	$100.18 - $100.63 $68,723 - $69,032	-686 Reduced 11.7%	5,175 $521 Million
Q1 2023 Jul 20, 2023	SELL	$100.08 - $100.58 $23,919 - $24,038	-239 Reduced 3.92%	5,861 $590 Million
Q4 2022 Jul 20, 2023	BUY	$99.97 - $100.37 $12,496 - $12,546	125 Added 2.09%	6,100 $611 Million
Q3 2022 Jul 20, 2023	BUY	$100.03 - $100.27 $296,488 - $297,200	2,964 Added 98.44%	5,975 $599 Million
Q2 2022 Jul 20, 2023	BUY	$100.02 - $100.12 $301,160 - $301,461	3,011 New	3,011 $301 Million

Others Institutions Holding SGOV

# of Institutions

781

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Rockwood Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History