A detailed history of 4 J Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, 4 J Wealth Management LLC holds 2,725 shares of SGOV stock, worth $274,380. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,725
Previous 5,225 47.85%
Holding current value
$274,380
Previous $526,000 47.91%
% of portfolio
0.26%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$100.29 - $100.75 $250,725 - $251,875
-2,500 Reduced 47.85%
2,725 $274,000
Q1 2024

Apr 22, 2024

BUY
$100.29 - $100.71 $44,127 - $44,312
440 Added 9.2%
5,225 $526,000
Q1 2023

Apr 21, 2023

BUY
$100.08 - $100.58 $478,882 - $481,275
4,785 New
4,785 $481,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


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

Track 4 J Wealth Management LLC Portfolio

Follow 4 J Wealth Management LLC 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 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.