Heritage Oak Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Heritage Oak Wealth Advisors LLC

$275 Billion
Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 23,719 shares of SGOV stock, worth $2.38 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

23,719

Previous 24,279 2.31%

Holding current value

$2.38 Million

Previous $2.44 Billion 2.3%

% of portfolio

0.87%

Previous 0.94%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$100.37 - $100.74 $56,207 - $56,414	-560 Reduced 2.31%	23,719 $2.39 Billion
Q2 2025 Jul 15, 2025	SELL	$100.35 - $100.71 $1.7 Million - $1.7 Million	-16,925 Reduced 41.08%	24,279 $2.44 Billion
Q1 2025 Apr 28, 2025	SELL	$100.34 - $100.68 $10.7 Million - $10.8 Million	-106,954 Reduced 72.19%	41,204 $4.15 Billion
Q4 2024 Feb 05, 2025	BUY	$100.16 - $100.7 $14.1 Million - $14.2 Million	140,938 Added 1952.05%	148,158 $14.9 Billion
Q3 2024 Oct 23, 2024	SELL	$100.3 - $100.74 $757,967 - $761,292	-7,557 Reduced 51.14%	7,220 $727 Million

Q2 2024 Aug 28, 2024	BUY	$100.29 - $100.75 $1.48 Million - $1.49 Million	14,777 New	14,777 $1.49 Billion

Others Institutions Holding SGOV

# of Institutions

1,066

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Heritage Oak Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History