Sax Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,318 shares of SGOV stock, worth $333,392. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,318
Previous 5,779 42.59%
Holding current value
$333,392
Previous $581,000 42.51%
% of portfolio
0.02%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$100.35 - $100.71 $246,961 - $247,847
-2,461 Reduced 42.59%
3,318 $334,000
Q1 2025

May 14, 2025
SELL
$100.34 - $100.68 $5,518 - $5,537
-55 Reduced 0.94%
5,779 $581,000
Q4 2024

Jan 15, 2025
SELL
$100.16 - $100.7 $115,885 - $116,509
-1,157 Reduced 16.55%
5,834 $585,000
Q3 2024

Oct 17, 2024
BUY
$100.3 - $100.74 $701,197 - $704,273
6,991 New
6,991 $704,000

Others Institutions Holding SGOV

# of Institutions
957
Shares Held
384M
Call Options Held
3.8K
Put Options Held
0
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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