Warren Street Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Warren Street Wealth Advisors, LLC

  • $234 Million
  • Q3 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 51,753 shares of SGOV stock, worth $5.2 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
51,753
Previous 28,488 81.67%
Holding current value
$5.2 Million
Previous $2.87 Million 81.67%
% of portfolio
2.23%
Previous 1.45%

Shares

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

Oct 18, 2024
BUY
$100.3 - $100.74 $2.33 Million - $2.34 Million
23,265 Added 81.67%
51,753 $5.21 Million
Q2 2024

Jul 30, 2024
SELL
$100.29 - $100.75 $491,421 - $493,675
-4,900 Reduced 14.68%
28,488 $2.87 Million
Q1 2024

Apr 30, 2024
BUY
$100.29 - $100.71 $1.4 Million - $1.4 Million
13,921 Added 71.51%
33,388 $3.36 Million
Q4 2023

Mar 19, 2024
BUY
$100.05 - $100.73 $1.69 Million - $1.7 Million
16,842 Added 641.6%
19,467 $1.95 Million
Q3 2023

Oct 18, 2023
BUY
$100.2 - $100.67 $263,025 - $264,258
2,625 New
2,625 $264,000

Others Institutions Holding SGOV

# of Institutions
725
Shares Held
96.7M
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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