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

Wellspring Financial Advisors, LLC

  • $735 Billion
  • Q2 2024

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 158,285 shares of SGOV stock, worth $15.9 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
158,285
Previous 150,258 5.34%
Holding current value
$15.9 Million
Previous $15.1 Billion 5.34%
% of portfolio
2.17%
Previous 2.39%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
657
Shares Held
89.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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