Wellspring Financial Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Wellspring Financial Advisors, LLC

$996 Billion
Q2 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 288,010 shares of SGOV stock, worth $29 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

288,010

Previous 503,802 42.83%

Holding current value

$29 Million

Previous $50.7 Billion 42.82%

% of portfolio

2.91%

Previous 5.64%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$100.35 - $100.71 $21.7 Million - $21.7 Million	-215,792 Reduced 42.83%	288,010 $29 Billion
Q1 2025 May 15, 2025	SELL	$100.34 - $100.68 $14 Million - $14 Million	-139,085 Reduced 21.63%	503,802 $50.7 Billion
Q4 2024 Feb 13, 2025	BUY	$100.16 - $100.7 $4.91 Million - $4.94 Million	49,024 Added 8.26%	642,887 $64.5 Billion
Q3 2024 Nov 13, 2024	BUY	$100.3 - $100.74 $43.7 Million - $43.9 Million	435,578 Added 275.19%	593,863 $59.8 Billion
Q2 2024 Aug 12, 2024	BUY	$100.29 - $100.75 $805,027 - $808,720	8,027 Added 5.34%	158,285 $15.9 Billion
Q1 2024 May 01, 2024	SELL	$100.29 - $100.71 $12 Million - $12 Million	-119,413 Reduced 44.28%	150,258 $15.1 Billion
Q4 2023 Feb 13, 2024	BUY	$100.05 - $100.73 $2.17 Million - $2.19 Million	21,728 Added 8.76%	269,671 $27 Billion
Q3 2023 Nov 14, 2023	SELL	$100.2 - $100.67 $5.7 Million - $5.72 Million	-56,863 Reduced 18.66%	247,943 $25 Billion
Q2 2023 Aug 11, 2023	BUY	$100.18 - $100.63 $1.45 Million - $1.45 Million	14,449 Added 4.98%	304,806 $30.7 Billion
Q1 2023 May 12, 2023	BUY	$100.08 - $100.58 $18.6 Million - $18.7 Million	185,485 Added 176.87%	290,357 $29.2 Billion
Q4 2022 Feb 13, 2023	BUY	$99.97 - $100.37 $1.89 Million - $1.9 Million	18,927 Added 22.02%	104,872 $10.5 Million
Q3 2022 Nov 14, 2022	SELL	$100.03 - $100.27 $225,267 - $225,808	-2,252 Reduced 2.55%	85,945 $8.62 Million
Q2 2022 Aug 12, 2022	BUY	$100.02 - $100.12 $8.82 Million - $8.83 Million	88,197 New	88,197 $8.83 Million

Others Institutions Holding SGOV

# of Institutions

975

Shares Held

393M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Wellspring Financial Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History