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

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 18,649 shares of SGOV stock, worth $1.87 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,649
Previous 24,925 25.18%
Holding current value
$1.87 Million
Previous $2.51 Million 25.19%
% of portfolio
0.18%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$100.35 - $100.71 $629,796 - $632,055
-6,276 Reduced 25.18%
18,649 $1.88 Million
Q1 2025

Jul 16, 2025
BUY
$100.34 - $100.68 $5,418 - $5,436
54 Added 0.22%
24,925 $2.51 Million
Q4 2024

Feb 14, 2025
SELL
$100.16 - $100.7 $2.72 Million - $2.73 Million
-27,128 Reduced 52.17%
24,871 $2.5 Million
Q3 2024

Jul 25, 2025
BUY
$100.3 - $100.74 $610,526 - $613,204
6,087 Added 10.31%
65,129 $6.56 Million
Q2 2024

Jul 25, 2025
BUY
$100.29 - $100.75 $4.05 Million - $4.07 Million
40,393 Added 216.6%
59,042 $5.95 Million
Q1 2024

Jul 25, 2025
BUY
$100.29 - $100.71 $4.82 Million - $4.84 Million
48,032 Added 257.56%
66,681 $6.72 Million
Q4 2023

Apr 01, 2024
BUY
$100.05 - $100.73 $3.12 Million - $3.14 Million
31,138 Added 149.26%
51,999 $5.21 Million
Q3 2023

Nov 20, 2023
BUY
$100.2 - $100.67 $1.23 Million - $1.24 Million
12,314 Added 144.07%
20,861 $2.1 Million
Q2 2023

Aug 28, 2023
BUY
$100.18 - $100.63 $856,238 - $860,084
8,547 New
8,547 $860,000

Others Institutions Holding SGOV

# of Institutions
999
Shares Held
203M
Call Options Held
3.1K
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
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email