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

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

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 2,668 shares of SGOV stock, worth $268,427. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,668
Previous 2,696 1.04%
Holding current value
$268,427
Previous $272 Million 1.43%
% of portfolio
0.19%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
734
Shares Held
97.8M
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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