Steward Partners Investment Advisory, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 148,285 shares of SGOV stock, worth $14.9 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
148,285
Previous 144,676 2.49%
Holding current value
$14.9 Million
Previous $14.6 Million 2.49%
% of portfolio
0.16%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$100.29 - $100.75 $361,946 - $363,606
3,609 Added 2.49%
148,285 $14.9 Million
Q1 2024

May 15, 2024
SELL
$100.29 - $100.71 $1.08 Million - $1.08 Million
-10,725 Reduced 6.9%
144,676 $14.6 Million
Q4 2023

Feb 12, 2024
BUY
$100.05 - $100.73 $538,669 - $542,330
5,384 Added 3.59%
155,401 $15.6 Million
Q3 2023

Nov 13, 2023
BUY
$100.2 - $100.67 $169,538 - $170,333
1,692 Added 1.14%
150,017 $15.1 Million
Q2 2023

Aug 14, 2023
BUY
$100.18 - $100.63 $310,958 - $312,355
3,104 Added 2.14%
148,325 $14.9 Million
Q1 2023

May 15, 2023
BUY
$100.08 - $100.58 $129,603 - $130,251
1,295 Added 0.9%
145,221 $14.6 Million
Q4 2022

Feb 15, 2023
BUY
$99.97 - $100.37 $14.4 Million - $14.4 Million
143,868 Added 248048.28%
143,926 $14.4 Million
Q3 2022

Nov 10, 2022
BUY
$100.03 - $100.27 $5,801 - $5,815
58 New
58 $6,000

Others Institutions Holding SGOV

# of Institutions
681
Shares Held
91.9M
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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