Kingswood Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 68,193 shares of SGOV stock, worth $6.86 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

68,193

Previous 14,323 376.11%

Holding current value

$6.86 Million

Previous $1.44 Billion 374.6%

% of portfolio

0.33%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$100.37 - $100.72 $5.41 Million - $5.43 Million	53,870 Added 376.11%	68,193 $6.85 Billion
Q3 2025 Oct 23, 2025	BUY	$100.37 - $100.74 $578,934 - $581,068	5,768 Added 67.42%	14,323 $1.44 Billion
Q2 2025 Jul 23, 2025	SELL	$100.35 - $100.71 $2.1 Million - $2.1 Million	-20,899 Reduced 70.95%	8,555 $861 Million
Q1 2025 Jul 25, 2025	BUY	$100.34 - $100.68 $1.83 Million - $1.83 Million	18,199 Added 212.73%	26,754 $2.69 Billion
Q1 2025 Apr 21, 2025	BUY	$100.34 - $100.68 $1.62 Million - $1.63 Million	16,154 Added 121.46%	29,454 $2.96 Billion

Q4 2024 Jan 22, 2025	BUY	$100.16 - $100.7 $410,355 - $412,567	4,097 Added 44.52%	13,300 $1.33 Billion
Q3 2024 Oct 21, 2024	SELL	$100.3 - $100.74 $721,859 - $725,025	-7,197 Reduced 43.88%	9,203 $927 Million
Q2 2024 Jul 09, 2024	BUY	$100.29 - $100.75 $671,943 - $675,025	6,700 Added 69.07%	16,400 $1.65 Billion
Q1 2024 Apr 15, 2024	BUY	$100.29 - $100.71 $50,947 - $51,160	508 Added 5.53%	9,700 $977 Million
Q4 2023 Jan 16, 2024	BUY	$100.05 - $100.73 $699,549 - $704,304	6,992 Added 317.82%	9,192 $922 Million
Q3 2023 Oct 23, 2023	BUY	$100.2 - $100.67 $220,440 - $221,474	2,200 New	2,200 $221 Million

Others Institutions Holding SGOV

# of Institutions

1,110

Shares Held

183M

Call Options Held

110K

Put Options Held

9.8K

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Kingswood Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History