Clearstead Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Clearstead Advisors, LLC holds 113,023 shares of SGOV stock, worth $11.3 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
113,023
Previous 128,643 12.14%
Holding current value
$11.3 Million
Previous $13 Million 12.13%
% of portfolio
0.18%
Previous 0.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$100.3 - $100.74 $1.57 Million - $1.57 Million
-15,620 Reduced 12.14%
113,023 $11.4 Million
Q2 2024

Aug 09, 2024
BUY
$100.29 - $100.75 $327,346 - $328,848
3,264 Added 2.6%
128,643 $13 Million
Q1 2024

May 14, 2024
SELL
$100.29 - $100.71 $5 Million - $5.02 Million
-49,895 Reduced 28.47%
125,379 $12.6 Million
Q4 2023

Feb 12, 2024
BUY
$100.05 - $100.73 $2.93 Million - $2.95 Million
29,275 Added 20.05%
175,274 $17.6 Million
Q3 2023

Nov 07, 2023
SELL
$100.2 - $100.67 $386,872 - $388,686
-3,861 Reduced 2.58%
145,999 $14.7 Million
Q2 2023

Aug 07, 2023
SELL
$100.18 - $100.63 $1.17 Million - $1.18 Million
-11,724 Reduced 7.26%
149,860 $15.1 Million
Q1 2023

May 09, 2023
BUY
$100.08 - $100.58 $18,414 - $18,506
184 Added 0.11%
161,584 $16.3 Million
Q4 2022

Feb 14, 2023
BUY
$99.97 - $100.37 $16.1 Million - $16.2 Million
161,400 New
161,400 $16.2 Million

Others Institutions Holding SGOV

# of Institutions
709
Shares Held
91.6M
Call Options Held
0
Put Options Held
0
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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