Concord Wealth Partners Ishares Trishares 0 3 Mnth Tre Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Concord Wealth Partners holds 26,960 shares of SGOV stock, worth $2.71 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
26,960
Previous 18,321 47.15%
Holding current value
$2.71 Million
Previous $1.84 Million 47.18%
% of portfolio
0.38%
Previous 0.27%

Shares

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

Nov 05, 2025
BUY
$100.37 - $100.74 $867,096 - $870,292
8,639 Added 47.15%
26,960 $2.71 Million
Q2 2025

Jul 25, 2025
BUY
$100.35 - $100.71 $1.84 Million - $1.85 Million
18,321 New
18,321 $1.84 Million
Q1 2024

Apr 30, 2024
SELL
$100.29 - $100.71 $401 - $402
-4 Reduced 13.79%
25 $2,000
Q4 2023

Feb 05, 2024
BUY
$100.05 - $100.73 $2,901 - $2,921
29 New
29 $2,000

Others Institutions Holding SGOV

# of Institutions
1,081
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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