Transform Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Transform Wealth, LLC holds 601,801 shares of SGOV stock, worth $60.5 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
601,801
Previous 3,350 17864.21%
Holding current value
$60.5 Million
Previous $337,000 17814.54%
% of portfolio
3.45%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$100.16 - $100.7 $59.9 Million - $60.3 Million
598,451 Added 17864.21%
601,801 $60.4 Million
Q3 2024

Oct 15, 2024
SELL
$100.3 - $100.74 $10,030 - $10,074
-100 Reduced 2.9%
3,350 $337,000
Q2 2024

Jul 15, 2024
BUY
$100.29 - $100.75 $346,000 - $347,587
3,450 New
3,450 $347,000
Q3 2023

Oct 10, 2023
SELL
$100.2 - $100.67 $10.5 Million - $10.5 Million
-104,443 Reduced 94.42%
6,176 $621,000
Q2 2023

Jul 13, 2023
SELL
$100.18 - $100.63 $15.2 Million - $15.3 Million
-151,820 Reduced 57.85%
110,619 $11.1 Million
Q1 2023

Apr 14, 2023
BUY
$100.08 - $100.58 $26.3 Million - $26.4 Million
262,439 New
262,439 $26.4 Million

Others Institutions Holding SGOV

# of Institutions
726
Shares Held
94.3M
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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