Spartan Planning & Wealth Management Ishares Trishares 0 3 Mnth Tre Transaction History

Spartan Planning & Wealth Management

  • $106 Million
  • Q4 2024

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 7,808 shares of SGOV stock, worth $784,625. This represents 0.74% of its overall portfolio holdings.

Number of Shares
7,808
Holding current value
$784,625
% of portfolio
0.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$100.16 - $100.7 $782,049 - $786,265
7,808 New
7,808 $783,000
Q3 2023

Nov 17, 2023
SELL
$100.2 - $100.67 $6.2 Million - $6.23 Million
-61,898 Reduced 62.75%
36,752 $3.7 Million
Q4 2022

Feb 01, 2023
BUY
$99.97 - $100.37 $2.72 Million - $2.73 Million
27,186 Added 38.04%
98,650 $9.88 Million
Q3 2022

Nov 01, 2022
BUY
$100.03 - $100.27 $7.15 Million - $7.17 Million
71,464 New
71,464 $7.17 Million

Others Institutions Holding SGOV

# of Institutions
726
Shares Held
94.3M
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
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