Talisman Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Talisman Wealth Advisors LLC

$97.5 Million
Q1 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 18,824 shares of SGOV stock, worth $1.9 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

18,824

Previous 32,303 41.73%

Holding current value

$1.9 Million

Previous $3.25 Million 41.75%

% of portfolio

1.94%

Previous 3.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$100.34 - $100.68 $1.35 Million - $1.36 Million	-13,479 Reduced 41.73%	18,824 $1.9 Million
Q3 2024 Nov 14, 2024	SELL	$100.3 - $100.74 $428,080 - $429,958	-4,268 Reduced 11.67%	32,303 $3.25 Million
Q2 2024 Aug 14, 2024	BUY	$100.29 - $100.75 $1.15 Million - $1.16 Million	11,507 Added 45.91%	36,571 $3.68 Million
Q1 2024 May 15, 2024	BUY	$100.29 - $100.71 $1.26 Million - $1.26 Million	12,526 Added 99.9%	25,064 $2.52 Million
Q4 2023 Feb 13, 2024	BUY	$100.05 - $100.73 $1.02 Million - $1.03 Million	10,194 Added 434.9%	12,538 $1.26 Million
Q3 2023 Nov 13, 2023	BUY	$100.2 - $100.67 $234,868 - $235,970	2,344 New	2,344 $235,000

Others Institutions Holding SGOV

# of Institutions

907

Shares Held

152M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Talisman Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History