Highland Financial Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Highland Financial Advisors, LLC

  • $346 Million
  • Q3 2025

A detailed history of Highland Financial Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 103,305 shares of SGOV stock, worth $10.4 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
103,305
Previous 101,656 1.62%
Holding current value
$10.4 Million
Previous $10.2 Million 1.63%
% of portfolio
3.01%
Previous 3.32%

Shares

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

Oct 22, 2025
BUY
$100.37 - $100.74 $165,510 - $166,120
1,649 Added 1.62%
103,305 $10.4 Million
Q2 2025

Jul 15, 2025
SELL
$100.35 - $100.71 $48,268 - $48,441
-481 Reduced 0.47%
101,656 $10.2 Million
Q1 2025

Apr 08, 2025
BUY
$100.34 - $100.68 $251,652 - $252,505
2,508 Added 2.52%
102,137 $10.3 Million
Q4 2024

Jan 30, 2025
BUY
$100.16 - $100.7 $88,841 - $89,320
887 Added 0.9%
99,629 $10 Million
Q3 2024

Oct 30, 2024
BUY
$100.3 - $100.74 $572,813 - $575,326
5,711 Added 6.14%
98,742 $9.95 Million
Q2 2024

Jul 17, 2024
SELL
$100.29 - $100.75 $3.02 Million - $3.03 Million
-30,077 Reduced 24.43%
93,031 $9.37 Million
Q1 2024

May 06, 2024
BUY
$100.29 - $100.71 $5.74 Million - $5.77 Million
57,272 Added 86.99%
123,108 $12.4 Million
Q4 2023

Jan 18, 2024
BUY
$100.05 - $100.73 $5.73 Million - $5.77 Million
57,311 Added 672.27%
65,836 $6.6 Million
Q3 2023

Oct 25, 2023
SELL
$100.2 - $100.67 $88,677 - $89,092
-885 Reduced 9.4%
8,525 $858,000
Q2 2023

Jul 13, 2023
BUY
$100.18 - $100.63 $116,208 - $116,730
1,160 Added 14.06%
9,410 $947,000
Q1 2023

Apr 17, 2023
BUY
$100.08 - $100.58 $825,660 - $829,785
8,250 New
8,250 $830,000

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

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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