Core Wealth Partners LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Core Wealth Partners LLC holds 46,140 shares of SGOV stock, worth $4.64 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
46,140
Previous 33,113 39.34%
Holding current value
$4.64 Million
Previous $3.34 Billion 38.79%
% of portfolio
2.65%
Previous 2.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$100.16 - $100.7 $1.3 Million - $1.31 Million
13,027 Added 39.34%
46,140 $4.63 Billion
Q3 2024

Nov 04, 2024
BUY
$100.3 - $100.74 $214,341 - $215,281
2,137 Added 6.9%
33,113 $3.34 Billion
Q2 2024

Aug 13, 2024
BUY
$100.29 - $100.75 $51,248 - $51,483
511 Added 1.68%
30,976 $3.12 Billion
Q1 2024

Apr 19, 2024
SELL
$100.29 - $100.71 $339,481 - $340,903
-3,385 Reduced 10.0%
30,465 $3.07 Billion
Q4 2023

Feb 07, 2024
SELL
$100.05 - $100.73 $246,423 - $248,097
-2,463 Reduced 6.78%
33,850 $3.39 Billion
Q3 2023

Nov 13, 2023
SELL
$100.2 - $100.67 $309,317 - $310,768
-3,087 Reduced 7.84%
36,313 $3.66 Billion
Q2 2023

Aug 11, 2023
SELL
$100.18 - $100.63 $202,163 - $203,071
-2,018 Reduced 4.87%
39,400 $3.96 Billion
Q1 2023

May 11, 2023
SELL
$100.08 - $100.58 $421,937 - $424,045
-4,216 Reduced 9.24%
41,418 $4.17 Billion
Q4 2022

Feb 13, 2023
BUY
$99.97 - $100.37 $4.56 Million - $4.58 Million
45,634 New
45,634 $4.52 Billion

Others Institutions Holding SGOV

# of Institutions
781
Shares Held
112M
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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