Wealth Enhancement Advisory Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,716,119 shares of SGOV stock, worth $173 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,716,119

Previous 901,325 90.4%

Holding current value

$173 Million

Previous $90.7 Million 90.44%

% of portfolio

0.31%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$100.35 - $100.71 $81.8 Million - $82.1 Million	814,794 Added 90.4%	1,716,119 $173 Million
Q1 2025 Apr 16, 2025	SELL	$100.34 - $100.68 $297,106 - $298,113	-2,961 Reduced 0.33%	901,325 $90.7 Million
Q4 2024 Mar 17, 2025	BUY	$100.16 - $100.7 $22.2 Million - $22.3 Million	221,530 Added 32.45%	904,286 $90.7 Million
Q4 2024 Jan 10, 2025	SELL	$100.16 - $100.7 $24,739 - $24,872	-247 Reduced 0.04%	682,756 $68.5 Million
Q3 2024 Oct 23, 2024	BUY	$100.3 - $100.74 $18.7 Million - $18.8 Million	186,192 Added 37.48%	683,003 $68.8 Million
Q2 2024 Jul 16, 2024	BUY	$100.29 - $100.75 $10.9 Million - $11 Million	108,899 Added 28.07%	496,811 $50 Million
Q1 2024 Apr 15, 2024	SELL	$100.29 - $100.71 $890,575 - $894,304	-8,880 Reduced 2.24%	387,912 $39.1 Million
Q4 2023 Jan 30, 2024	SELL	$100.05 - $100.73 $1.05 Million - $1.06 Million	-10,513 Reduced 2.58%	396,792 $39.8 Million
Q3 2023 Nov 13, 2023	BUY	$100.2 - $100.67 $40.8 Million - $41 Million	407,305 New	407,305 $41 Million

Others Institutions Holding SGOV

# of Institutions

997

Shares Held

203M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Wealth Enhancement Advisory Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History