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

Warren Street Wealth Advisors, LLC

$248 Million
Q1 2025

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 77,642 shares of SGOV stock, worth $7.82 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares

77,642

Previous 54,151 43.38%

Holding current value

$7.82 Million

Previous $5.43 Million 43.89%

% of portfolio

3.16%

Previous 2.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$100.34 - $100.68 $2.36 Million - $2.37 Million	23,491 Added 43.38%	77,642 $7.82 Million
Q4 2024 Jan 29, 2025	BUY	$100.16 - $100.7 $240,183 - $241,478	2,398 Added 4.63%	54,151 $5.43 Million
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

860

Shares Held

121M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Street Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Street Wealth Advisors, LLC with notifications on news.

Account

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