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

Sound Financial Strategies Group, LLC

$109 Million
Q4 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 64,660 shares of SGOV stock, worth $6.51 Million. This represents 5.93% of its overall portfolio holdings.

Number of Shares

64,660

Previous 67,837 4.68%

Holding current value

$6.51 Million

Previous $6.83 Million 5.06%

% of portfolio

5.93%

Previous 6.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

793

Shares Held

113M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

Track This Portfolio

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.

Account

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