Simplicity Wealth,Llc Ishares Trishares 0 3 Mnth Tre Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Simplicity Wealth,Llc holds 14,467 shares of SGOV stock, worth $1.45 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

14,467

Previous 23,380 38.12%

Holding current value

$1.45 Million

Previous $2.35 Million 38.15%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$100.37 - $100.74 $894,597 - $897,895	-8,913 Reduced 38.12%	14,467 $1.46 Million
Q2 2025 Jul 22, 2025	BUY	$100.35 - $100.71 $825,980 - $828,944	8,231 Added 54.33%	23,380 $2.35 Million
Q1 2025 Apr 14, 2025	SELL	$100.34 - $100.68 $265,098 - $265,996	-2,642 Reduced 14.85%	15,149 $1.53 Million
Q4 2024 Feb 07, 2025	BUY	$100.16 - $100.7 $936,796 - $941,847	9,353 Added 110.84%	17,791 $1.78 Million
Q3 2024 Oct 09, 2024	SELL	$100.3 - $100.74 $52.6 Million - $52.8 Million	-524,351 Reduced 98.42%	8,438 $849,000

Q2 2024 Jul 10, 2024	SELL	$100.29 - $100.75 $9.51 Million - $9.55 Million	-94,783 Reduced 15.1%	532,789 $53.7 Million
Q1 2024 Apr 24, 2024	BUY	$100.29 - $100.71 $62.9 Million - $63.2 Million	627,572 New	627,572 $63.2 Million

Others Institutions Holding SGOV

# of Institutions

1,068

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

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Simplicity Wealth,Llc Ishares Trishares 0 3 Mnth Tre Transaction History