Avion Wealth Ishares Trishares 0 3 Mnth Tre Transaction History

Avion Wealth

$466 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$100.35 - $100.71 $20,571 - $20,645	205 New	205 $20,000
Q3 2022 Oct 31, 2022	BUY	$100.03 - $100.27 $6,101 - $6,116	61 New	61 $6,000

Others Institutions Holding SGOV

# of Institutions

1,076

Shares Held

181M

Call Options Held

110K

Put Options Held

9.8K

Bank Of America Corp Charlotte, NC

9.88M
Shares

$994 Million
0.07% of portfolio
Potomac Fund Management Inc /Adv Miami, FL

9.35M
Shares

$940 Million
39.88% of portfolio
Morgan Stanley New York, NY

8.25M
Shares

$830 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

7.9M
Shares

$794 Million
0.25% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.62M
Shares

$263 Million
0.09% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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