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

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 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 901,325 shares of SGOV stock, worth $90.8 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

901,325

Previous 904,286 0.33%

Holding current value

$90.8 Million

Previous $90.7 Million 0.02%

% of portfolio

0.19%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

844

Shares Held

119M

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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

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