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

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

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 17,992 shares of SGOV stock, worth $1.81 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,992

Previous 17,920 0.4%

Holding current value

$1.81 Million

Previous $1.8 Million 0.44%

% of portfolio

0.15%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

708

Shares Held

91.1M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

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