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

Whalen Wealth Management Inc.

  • $135 Billion
  • Q1 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 3,003 shares of SGOV stock, worth $301,471. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,003
Previous 11,194 73.17%
Holding current value
$301,471
Previous $1.12 Billion 73.06%
% of portfolio
0.22%
Previous 1.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
601
Shares Held
79.5M
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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