Sound Financial Strategies Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Sound Financial Strategies Group, LLC

  • $114 Million
  • Q3 2024

A detailed history of Sound Financial Strategies Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 67,837 shares of SGOV stock, worth $6.82 Million. This represents 6.01% of its overall portfolio holdings.

Number of Shares
67,837
Previous 226,331 70.03%
Holding current value
$6.82 Million
Previous $22.8 Million 70.03%
% of portfolio
6.01%
Previous 21.81%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$100.3 - $100.74 $15.9 Million - $16 Million
-158,494 Reduced 70.03%
67,837 $6.83 Million
Q2 2024

Aug 12, 2024
SELL
$100.29 - $100.75 $15.7 Million - $15.8 Million
-156,500 Reduced 40.88%
226,331 $22.8 Million
Q1 2024

May 13, 2024
SELL
$100.29 - $100.71 $1 Million - $1.01 Million
-9,998 Reduced 2.55%
382,831 $38.6 Million
Q4 2023

Feb 02, 2024
SELL
$100.05 - $100.73 $24.7 Million - $24.8 Million
-246,414 Reduced 38.55%
392,829 $39.4 Million
Q3 2023

Nov 06, 2023
BUY
$100.2 - $100.67 $53.3 Million - $53.5 Million
531,824 Added 495.09%
639,243 $64.4 Million
Q2 2023

Aug 07, 2023
SELL
$100.18 - $100.63 $13.4 Million - $13.4 Million
-133,582 Reduced 55.43%
107,419 $10.8 Million
Q1 2023

May 02, 2023
BUY
$100.08 - $100.58 $24.1 Million - $24.2 Million
241,001 New
241,001 $24.2 Million

Others Institutions Holding SGOV

# of Institutions
709
Shares Held
91.6M
Call Options Held
0
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
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email