A detailed history of Successful Portfolios LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Successful Portfolios LLC holds 21,243 shares of SGOV stock, worth $2.14 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
21,243
Previous 16,210 31.05%
Holding current value
$2.14 Million
Previous $1.63 Million 31.07%
% of portfolio
1.45%
Previous 1.14%

Shares

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

Oct 09, 2024

BUY
$100.3 - $100.74 $504,809 - $507,024
5,033 Added 31.05%
21,243 $2.14 Million
Q2 2024

Jul 12, 2024

BUY
$100.29 - $100.75 $11,633 - $11,687
116 Added 0.72%
16,210 $1.63 Million
Q1 2024

Apr 17, 2024

BUY
$100.29 - $100.71 $646,469 - $649,176
6,446 Added 66.81%
16,094 $1.62 Million
Q4 2023

Jan 18, 2024

BUY
$100.05 - $100.73 $301,850 - $303,902
3,017 Added 45.5%
9,648 $967,000
Q3 2023

Oct 10, 2023

BUY
$100.2 - $100.67 $664,426 - $667,542
6,631 New
6,631 $667,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.