Twelve Points Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Twelve Points Wealth Management LLC

  • $364 Million
  • Q2 2025

A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 143,544 shares of SGOV stock, worth $14.4 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares
143,544
Previous 152,134 5.65%
Holding current value
$14.4 Million
Previous $15.3 Million 5.63%
% of portfolio
3.97%
Previous 4.29%

Shares

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

Jul 16, 2025
SELL
$100.35 - $100.71 $862,006 - $865,098
-8,590 Reduced 5.65%
143,544 $14.5 Million
Q1 2025

Apr 30, 2025
BUY
$100.34 - $100.68 $1.43 Million - $1.44 Million
14,255 Added 10.34%
152,134 $15.3 Million
Q4 2024

Jan 22, 2025
BUY
$100.16 - $100.7 $8.98 Million - $9.03 Million
89,632 Added 185.78%
137,879 $13.8 Million
Q3 2024

Oct 16, 2024
BUY
$100.3 - $100.74 $3.86 Million - $3.88 Million
38,472 Added 393.58%
48,247 $4.86 Million
Q2 2024

Jul 12, 2024
BUY
$100.29 - $100.75 $980,334 - $984,831
9,775 New
9,775 $984,000

Others Institutions Holding SGOV

# of Institutions
975
Shares Held
393M
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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