Heritage Wealth Management, Inc./Texas Ishares Trishares 0 3 Mnth Tre Transaction History

Heritage Wealth Management, Inc./Texas

$173 Billion
Q3 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 62,869 shares of SGOV stock, worth $6.3 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

62,869

Previous 63,686 1.28%

Holding current value

$6.3 Million

Previous $6.41 Billion 1.27%

% of portfolio

3.67%

Previous 4.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$100.3 - $100.74 $81,945 - $82,304	-817 Reduced 1.28%	62,869 $6.33 Billion
Q2 2024 Jul 30, 2024	BUY	$100.29 - $100.75 $1.42 Million - $1.42 Million	14,137 Added 28.53%	63,686 $6.41 Billion
Q1 2024 Apr 25, 2024	BUY	$100.29 - $100.71 $368,064 - $369,605	3,670 Added 8.0%	49,549 $4.99 Billion
Q4 2023 Jan 24, 2024	BUY	$100.05 - $100.73 $4.22 Million - $4.25 Million	42,161 Added 1133.97%	45,879 $4.6 Billion
Q3 2023 Nov 07, 2023	BUY	$100.2 - $100.67 $372,543 - $374,291	3,718 New	3,718 $374 Million
Q1 2023 May 02, 2023	SELL	$100.08 - $100.58 $400,420 - $402,420	-4,001 Reduced 53.05%	3,541 $356 Million
Q4 2022 Feb 23, 2023	BUY	$99.97 - $100.37 $753,973 - $756,990	7,542 New	7,542 $755 Million

Others Institutions Holding SGOV

# of Institutions

709

Shares Held

91.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Heritage Wealth Management, Inc./Texas Ishares Trishares 0 3 Mnth Tre Transaction History