A detailed history of Vertex Planning Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,247 shares of SGOV stock, worth $426,441. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,247
Previous 4,237 0.24%
Holding current value
$426,441
Previous $425 Million 0.68%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$100.29 - $100.71 $1,002 - $1,007
10 Added 0.24%
4,247 $428 Million
Q4 2023

Feb 14, 2024

BUY
$100.05 - $100.73 $5,202 - $5,237
52 Added 1.24%
4,237 $425 Million
Q3 2023

Nov 14, 2023

BUY
$100.2 - $100.67 $150,801 - $151,508
1,505 Added 56.16%
4,185 $421 Million
Q2 2023

Aug 14, 2023

BUY
$100.18 - $100.63 $268,482 - $269,688
2,680 New
2,680 $270 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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