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

Sound Financial Strategies Group, LLC

  • $111 Million
  • Q2 2025

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 69,560 shares of SGOV stock, worth $6.99 Million. This represents 6.28% of its overall portfolio holdings.

Number of Shares
69,560
Previous 64,100 8.52%
Holding current value
$6.99 Million
Previous $6.45 Million 8.54%
% of portfolio
6.28%
Previous 6.1%

Shares

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

Aug 06, 2025
BUY
$100.35 - $100.71 $547,911 - $549,876
5,460 Added 8.52%
69,560 $7 Million
Q1 2025

May 09, 2025
SELL
$100.34 - $100.68 $56,190 - $56,380
-560 Reduced 0.87%
64,100 $6.45 Million
Q4 2024

Feb 06, 2025
SELL
$100.16 - $100.7 $318,208 - $319,923
-3,177 Reduced 4.68%
64,660 $6.49 Million
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
949
Shares Held
350M
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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