Org Wealth Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Org Wealth Partners, LLC

$270 Million
Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Org Wealth Partners, LLC holds 35,589 shares of SGOV stock, worth $3.58 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

35,589

Previous 41,550 14.35%

Holding current value

$3.58 Million

Previous $4.18 Million 14.51%

% of portfolio

1.33%

Previous 1.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$100.37 - $100.72 $598,305 - $600,391	-5,961 Reduced 14.35%	35,589 $3.58 Million
Q3 2025 Oct 24, 2025	SELL	$100.37 - $100.74 $385,922 - $387,345	-3,845 Reduced 8.47%	41,550 $4.18 Million
Q2 2025 Jul 16, 2025	BUY	$100.35 - $100.71 $107,976 - $108,363	1,076 Added 2.43%	45,395 $4.57 Million
Q1 2025 Apr 21, 2025	BUY	$100.34 - $100.68 $4.36 Million - $4.37 Million	43,437 Added 4924.83%	44,319 $4.46 Million
Q4 2024 Jan 10, 2025	SELL	$100.16 - $100.7 $3.44 Million - $3.46 Million	-34,340 Reduced 97.5%	882 $88,000

Q3 2024 Oct 11, 2024	BUY	$100.3 - $100.74 $3.53 Million - $3.55 Million	35,222 New	35,222 $3.55 Billion

Others Institutions Holding SGOV

# of Institutions

1,105

Shares Held

182M

Call Options Held

110K

Put Options Held

9.8K

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Org Wealth Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History