D.A. Davidson & Co. Ishares Trishares 0 3 Mnth Tre Transaction History

D.A. Davidson & Co.

$12 Billion
Q3 2024

A detailed history of D.A. Davidson & Co. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, D.A. Davidson & Co. holds 2,231 shares of SGOV stock, worth $223,746. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,231

Holding current value

$223,746

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$100.3 - $100.74 $223,769 - $224,750	2,231 New	2,231 $224,000
Q1 2024 May 13, 2024	BUY	$100.29 - $100.71 $743,550 - $746,663	7,414 New	7,414 $746,000

Others Institutions Holding SGOV

# of Institutions

709

Shares Held

91.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.99M
Shares

$501 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$340 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$303 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$190 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$183 Million
3.13% of portfolio

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.

Account