Worth Pointe, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Worth Pointe, LLC

$235 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$99.97 - $100.37 $207,837 - $208,669	2,079 New	2,079 $208,000
Q2 2022 Aug 08, 2022	BUY	$100.02 - $100.12 $438,487 - $438,926	4,384 New	4,384 $439,000

Others Institutions Holding SGOV

# of Institutions

745

Shares Held

101M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.99M
Shares

$503 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$342 Million
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

3.05M
Shares

$307 Million
0.65% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$305 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$191 Million
0.12% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

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