Vishria Bird Financial Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Vishria Bird Financial Group, LLC

$238 Million
Q2 2024

A detailed history of Vishria Bird Financial Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 11,764 shares of SGOV stock, worth $1.18 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

11,764

Previous 11,295 4.15%

Holding current value

$1.18 Million

Previous $1.14 Million 4.13%

% of portfolio

0.5%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$100.29 - $100.75 $47,036 - $47,251	469 Added 4.15%	11,764 $1.19 Million
Q1 2024 Apr 22, 2024	BUY	$100.29 - $100.71 $16,848 - $16,919	168 Added 1.51%	11,295 $1.14 Million
Q4 2023 Jan 25, 2024	SELL	$100.05 - $100.73 $47,223 - $47,544	-472 Reduced 4.07%	11,127 $1.12 Million
Q2 2023 Jul 19, 2023	SELL	$100.18 - $100.63 $11,721 - $11,773	-117 Reduced 1.0%	11,599 $1.17 Million
Q1 2023 Apr 17, 2023	SELL	$100.08 - $100.58 $22,417 - $22,529	-224 Reduced 1.88%	11,716 $1.18 Million
Q4 2022 Feb 01, 2023	SELL	$99.97 - $100.37 $48,485 - $48,679	-485 Reduced 3.9%	11,940 $1.2 Million
Q3 2022 Oct 27, 2022	BUY	$100.03 - $100.27 $1.24 Million - $1.25 Million	12,425 New	12,425 $1.25 Million

Others Institutions Holding SGOV

# of Institutions

657

Shares Held

89.6M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Vishria Bird Financial Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History