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

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 50,284 shares of SGOV stock, worth $5.06 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
50,284
Previous 90,010 44.14%
Holding current value
$5.06 Million
Previous $9.06 Million 44.23%
% of portfolio
0.73%
Previous 1.33%

Shares

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

Jan 20, 2026
SELL
$100.37 - $100.72 $3.99 Million - $4 Million
-39,726 Reduced 44.14%
50,284 $5.06 Million
Q3 2025

Oct 15, 2025
SELL
$100.37 - $100.74 $345,674 - $346,948
-3,444 Reduced 3.69%
90,010 $9.06 Million
Q2 2025

Aug 13, 2025
BUY
$100.35 - $100.71 $4.3 Million - $4.31 Million
42,810 Added 84.53%
93,454 $9.41 Million
Q1 2025

Apr 24, 2025
BUY
$100.34 - $100.68 $2.95 Million - $2.96 Million
29,419 Added 138.61%
50,644 $5.1 Million
Q4 2024

Jan 14, 2025
BUY
$100.16 - $100.7 $1.2 Million - $1.2 Million
11,955 Added 128.96%
21,225 $2.13 Million
Q3 2024

Oct 15, 2024
BUY
$100.3 - $100.74 $441,821 - $443,759
4,405 Added 90.54%
9,270 $933,000
Q2 2024

Jul 16, 2024
BUY
$100.29 - $100.75 $487,910 - $490,148
4,865 New
4,865 $489,000

Others Institutions Holding SGOV

# of Institutions
1,102
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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