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

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 17,495 shares of SGOV stock, worth $1.76 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
17,495
Previous 25,449 31.25%
Holding current value
$1.76 Million
Previous $2.56 Billion 31.25%
% of portfolio
1.03%
Previous 1.68%

Shares

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

Oct 24, 2025
SELL
$100.37 - $100.74 $798,342 - $801,285
-7,954 Reduced 31.25%
17,495 $1.76 Billion
Q2 2025

Jul 15, 2025
BUY
$100.35 - $100.71 $962,557 - $966,010
9,592 Added 60.49%
25,449 $2.56 Billion
Q1 2025

Apr 28, 2025
BUY
$100.34 - $100.68 $408,684 - $410,069
4,073 Added 34.56%
15,857 $1.6 Billion
Q4 2024

Feb 07, 2025
BUY
$100.16 - $100.7 $1.18 Million - $1.19 Million
11,784 New
11,784 $1.18 Billion

Others Institutions Holding SGOV

# of Institutions
1,066
Shares Held
180M
Call Options Held
110K
Put Options Held
9.8K
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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