Whalen Wealth Management Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Whalen Wealth Management Inc.

$171 Billion
Q3 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,040 shares of SGOV stock, worth $205,101. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,040

Previous 5,843 65.09%

Holding current value

$205,101

Previous $588 Million 65.08%

% of portfolio

0.12%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$100.37 - $100.74 $381,707 - $383,114	-3,803 Reduced 65.09%	2,040 $205 Million
Q2 2025 Aug 04, 2025	SELL	$100.35 - $100.71 $702 - $704	-7 Reduced 0.12%	5,843 $588 Million
Q1 2025 Apr 22, 2025	BUY	$100.34 - $100.68 $319,281 - $320,363	3,182 Added 119.27%	5,850 $589 Million
Q4 2024 Jan 17, 2025	SELL	$100.16 - $100.7 $2,804 - $2,819	-28 Reduced 1.04%	2,668 $268 Million
Q2 2024 Aug 01, 2024	SELL	$100.29 - $100.75 $30,789 - $30,930	-307 Reduced 10.22%	2,696 $272 Million
Q1 2024 Apr 24, 2024	SELL	$100.29 - $100.71 $821,475 - $824,915	-8,191 Reduced 73.17%	3,003 $302 Million
Q4 2023 Feb 13, 2024	BUY	$100.05 - $100.73 $1.12 Million - $1.13 Million	11,194 New	11,194 $1.12 Billion

Others Institutions Holding SGOV

# of Institutions

995

Shares Held

203M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Whalen Wealth Management Inc. Ishares Trishares 0 3 Mnth Tre Transaction History