A detailed history of Wealthquest Corp transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wealthquest Corp holds 11,998 shares of SGOV stock, worth $1.21 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,998
Previous 10,766 11.44%
Holding current value
$1.21 Million
Previous $1.08 Million 11.44%
% of portfolio
0.11%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$100.37 - $100.74 $123,655 - $124,111
1,232 Added 11.44%
11,998 $1.21 Million
Q2 2025

Aug 13, 2025

BUY
$100.35 - $100.71 $46,261 - $46,427
461 Added 4.47%
10,766 $1.08 Million
Q1 2025

May 08, 2025

BUY
$100.34 - $100.68 $1.03 Million - $1.04 Million
10,305 New
10,305 $1.04 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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