A detailed history of Morton Capital Management Llc/Ca transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 2,768 shares of SGOV stock, worth $278,267. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,768
Previous 2,318 19.41%
Holding current value
$278,267
Previous $233 Million 19.44%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$100.37 - $100.74 $45,166 - $45,333
450 Added 19.41%
2,768 $279 Million
Q2 2025

Jul 23, 2025

SELL
$100.35 - $100.71 $1,505 - $1,510
-15 Reduced 0.64%
2,318 $233 Million
Q1 2025

Apr 17, 2025

BUY
$100.34 - $100.68 $234,093 - $234,886
2,333 New
2,333 $235 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Morton Capital Management Llc/Ca Portfolio

Follow Morton Capital Management Llc/Ca 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 Morton Capital Management Llc/Ca, based on Form 13F filings with the SEC.

News

Stay updated on Morton Capital Management Llc/Ca with notifications on news.