Strategic Wealth Partners, Ltd. Ishares Trishares 0 3 Mnth Tre Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 9,283 shares of SGOV stock, worth $934,890. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,283
Previous 11,761 21.07%
Holding current value
$934,890
Previous $1.18 Million 20.78%
% of portfolio
0.1%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
SELL
$100.29 - $100.71 $248,518 - $249,559
-2,478 Reduced 21.07%
9,283 $934,000
Q4 2023

May 20, 2024
SELL
$100.05 - $100.73 $228,013 - $229,563
-2,279 Reduced 16.23%
11,761 $1.18 Million
Q3 2023

May 20, 2024
BUY
$100.2 - $100.67 $565,328 - $567,980
5,642 Added 67.18%
14,040 $1.41 Million
Q2 2023

May 20, 2024
BUY
$100.18 - $100.63 $424,663 - $426,570
4,239 Added 101.92%
8,398 $845,000
Q1 2023

Apr 24, 2023
BUY
$100.08 - $100.58 $416,232 - $418,312
4,159 New
4,159 $418,000

Others Institutions Holding SGOV

# of Institutions
601
Shares Held
79.1M
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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