Switch Point Financial Planning, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Switch Point Financial Planning, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 28,295 shares of SGOV stock, worth $2.84 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
28,295
Previous 28,052 0.87%
Holding current value
$2.84 Million
Previous $2.82 Billion 0.89%
% of portfolio
2.33%
Previous 2.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$100.35 - $100.71 $24,385 - $24,472
243 Added 0.87%
28,295 $2.85 Billion
Q1 2025

Apr 29, 2025
BUY
$100.34 - $100.68 $1.12 Million - $1.12 Million
11,157 Added 66.04%
28,052 $2.82 Billion
Q4 2024

Feb 11, 2025
BUY
$100.16 - $100.7 $1.69 Million - $1.7 Million
16,895 New
16,895 $1.69 Billion

Others Institutions Holding SGOV

# of Institutions
954
Shares Held
358M
Call Options Held
3.8K
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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