United Capital Financial Advisers, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 273,947 shares of SGOV stock, worth $27.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
273,947
Previous 268,037 2.2%
Holding current value
$27.5 Million
Previous $27 Million 2.21%
% of portfolio
0.14%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$100.3 - $100.74 $592,773 - $595,373
5,910 Added 2.2%
273,947 $27.6 Million
Q2 2024

Aug 14, 2024
SELL
$100.29 - $100.75 $2.28 Million - $2.29 Million
-22,733 Reduced 7.82%
268,037 $27 Million
Q1 2024

May 15, 2024
BUY
$100.29 - $100.71 $1.08 Million - $1.08 Million
10,763 Added 3.84%
290,770 $29.3 Million
Q4 2023

Feb 14, 2024
BUY
$100.05 - $100.73 $8.28 Million - $8.33 Million
82,712 Added 41.92%
280,007 $28.1 Million
Q3 2023

Nov 14, 2023
SELL
$100.2 - $100.67 $1.96 Million - $1.97 Million
-19,609 Reduced 9.04%
197,295 $19.9 Million
Q2 2023

Aug 14, 2023
SELL
$100.18 - $100.63 $9.99 Million - $10 Million
-99,693 Reduced 31.49%
216,904 $21.8 Million
Q1 2023

Aug 14, 2023
BUY
$100.08 - $100.58 $9.96 Million - $10 Million
99,493 Added 45.87%
316,397 $31.8 Million
Q1 2023

May 15, 2023
BUY
$100.08 - $100.58 $21.7 Million - $21.8 Million
217,222 Added 218.59%
316,597 $31.8 Million
Q4 2022

Feb 14, 2023
BUY
$99.97 - $100.37 $5.75 Million - $5.78 Million
57,559 Added 137.65%
99,375 $9.95 Million
Q3 2022

Nov 14, 2022
BUY
$100.03 - $100.27 $4.18 Million - $4.19 Million
41,816 New
41,816 $4.19 Million

Others Institutions Holding SGOV

# of Institutions
709
Shares Held
91.6M
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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