Successful Portfolios LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Successful Portfolios LLC

$162 Million
Q2 2025

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 24,983 shares of SGOV stock, worth $2.51 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

24,983

Previous 27,818 10.19%

Holding current value

$2.51 Million

Previous $2.8 Million 10.18%

% of portfolio

1.56%

Previous 1.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$100.35 - $100.71 $284,492 - $285,512	-2,835 Reduced 10.19%	24,983 $2.52 Million
Q1 2025 Apr 11, 2025	BUY	$100.34 - $100.68 $237,705 - $238,510	2,369 Added 9.31%	27,818 $2.8 Million
Q4 2024 Jan 16, 2025	BUY	$100.16 - $100.7 $421,272 - $423,544	4,206 Added 19.8%	25,449 $2.55 Million
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

# of Institutions

973

Shares Held

391M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Successful Portfolios LLC Ishares Trishares 0 3 Mnth Tre Transaction History