True Link Financial Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

True Link Financial Advisors, LLC

$1.44 Billion
Q2 2025

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 42,779 shares of SGOV stock, worth $4.3 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

42,779

Previous 26,204 63.25%

Holding current value

$4.3 Million

Previous $2.64 Million 63.33%

% of portfolio

0.3%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$100.35 - $100.71 $1.66 Million - $1.67 Million	16,575 Added 63.25%	42,779 $4.31 Million
Q1 2025 Apr 21, 2025	BUY	$100.34 - $100.68 $810,646 - $813,393	8,079 Added 44.57%	26,204 $2.64 Million
Q4 2024 Jan 16, 2025	BUY	$100.16 - $100.7 $13,321 - $13,393	133 Added 0.74%	18,125 $1.82 Million
Q3 2024 Oct 25, 2024	BUY	$100.3 - $100.74 $7,221 - $7,253	72 Added 0.4%	17,992 $1.81 Million
Q2 2024 Jul 12, 2024	SELL	$100.29 - $100.75 $393,337 - $395,141	-3,922 Reduced 17.96%	17,920 $1.8 Million
Q1 2024 Apr 19, 2024	BUY	$100.29 - $100.71 $94,673 - $95,070	944 Added 4.52%	21,842 $2.2 Million
Q4 2023 Jan 19, 2024	BUY	$100.05 - $100.73 $480,940 - $484,209	4,807 Added 29.87%	20,898 $2.1 Million
Q3 2023 Oct 30, 2023	BUY	$100.2 - $100.67 $286,371 - $287,714	2,858 Added 21.6%	16,091 $1.62 Million
Q2 2023 Jul 20, 2023	SELL	$100.18 - $100.63 $282,106 - $283,374	-2,816 Reduced 17.55%	13,233 $1.33 Million
Q1 2023 May 05, 2023	BUY	$100.08 - $100.58 $1.61 Million - $1.61 Million	16,049 New	16,049 $1.61 Million

Others Institutions Holding SGOV

# of Institutions

977

Shares Held

393M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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True Link Financial Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History