Stonebridge Financial Planning Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,000 shares of SGOV stock, worth $200,320. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,000
Previous 3,800 47.37%
Holding current value
$200,320
Previous $382,000 47.38%
% of portfolio
0.1%
Previous 0.2%

Shares

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

Nov 08, 2024
SELL
$100.3 - $100.74 $180,540 - $181,332
-1,800 Reduced 47.37%
2,000 $201,000
Q2 2024

Aug 07, 2024
SELL
$100.29 - $100.75 $60,174 - $60,450
-600 Reduced 13.64%
3,800 $382,000
Q4 2023

Feb 05, 2024
BUY
$100.05 - $100.73 $35,017 - $35,255
350 Added 8.64%
4,400 $441,000
Q3 2023

Nov 07, 2023
BUY
$100.2 - $100.67 $405,810 - $407,713
4,050 New
4,050 $407,000

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
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