Caliber Wealth Management, LLC / Ks Ishares Trishares 0 3 Mnth Tre Transaction History

Caliber Wealth Management, LLC / Ks

  • $929 Billion
  • Q4 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 60,927 shares of SGOV stock, worth $6.12 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
60,927
Previous 36,382 67.46%
Holding current value
$6.12 Million
Previous $3.66 Billion 66.93%
% of portfolio
0.66%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$100.37 - $100.72 $2.46 Million - $2.47 Million
24,545 Added 67.46%
60,927 $6.12 Billion
Q3 2025

Nov 05, 2025
SELL
$100.37 - $100.74 $706,002 - $708,605
-7,034 Reduced 16.2%
36,382 $3.66 Billion
Q2 2025

Jul 30, 2025
BUY
$100.35 - $100.71 $302,655 - $303,741
3,016 Added 7.47%
43,416 $4.37 Billion
Q1 2025

May 06, 2025
BUY
$100.34 - $100.68 $4.05 Million - $4.07 Million
40,400 New
40,400 $4.07 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

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