A detailed history of Centric Wealth Management transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Centric Wealth Management holds 74,223 shares of SGOV stock, worth $7.46 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
74,223
Previous 83,910 11.54%
Holding current value
$7.46 Million
Previous $8.45 Million 11.53%
% of portfolio
1.8%
Previous 2.12%

Shares

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

Nov 04, 2025

SELL
$100.37 - $100.74 $972,284 - $975,868
-9,687 Reduced 11.54%
74,223 $7.47 Million
Q2 2025

Aug 12, 2025

BUY
$100.35 - $100.71 $4.31 Million - $4.33 Million
42,975 Added 104.98%
83,910 $8.45 Million
Q1 2025

May 15, 2025

BUY
$100.34 - $100.68 $4.11 Million - $4.12 Million
40,935 New
40,935 $4.12 Million

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Centric Wealth Management Portfolio

Follow Centric Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centric Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Centric Wealth Management with notifications on news.