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

Arete Wealth Advisors, LLC

$1.6 Billion
Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 19,724 shares of SGOV stock, worth $1.98 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,724

Previous 17,816 10.71%

Holding current value

$1.98 Million

Previous $1.79 Million 10.7%

% of portfolio

0.12%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$100.37 - $100.74 $191,505 - $192,211	1,908 Added 10.71%	19,724 $1.99 Million
Q2 2025 Aug 14, 2025	SELL	$100.35 - $100.71 $1.87 Million - $1.87 Million	-18,599 Reduced 51.08%	17,816 $1.79 Million
Q1 2025 May 15, 2025	BUY	$100.34 - $100.68 $2.38 Million - $2.39 Million	23,745 Added 187.41%	36,415 $3.67 Million
Q4 2024 Feb 12, 2025	SELL	$100.16 - $100.7 $1.42 Million - $1.42 Million	-14,146 Reduced 52.75%	12,670 $1.27 Million
Q3 2024 Nov 14, 2024	BUY	$100.3 - $100.74 $13,239 - $13,297	132 Added 0.49%	26,816 $2.7 Million

Q2 2024 Aug 13, 2024	SELL	$100.29 - $100.75 $176,911 - $177,723	-1,764 Reduced 6.2%	26,684 $2.69 Million
Q1 2024 May 15, 2024	BUY	$100.29 - $100.71 $1.86 Million - $1.87 Million	18,575 Added 188.14%	28,448 $2.86 Million
Q4 2023 Feb 14, 2024	BUY	$100.05 - $100.73 $987,793 - $994,507	9,873 New	9,873 $989,000
Q1 2023 May 01, 2023	BUY	$100.08 - $100.58 $348,078 - $349,817	3,478 New	3,478 $349,000

Others Institutions Holding SGOV

# of Institutions

1,085

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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