A detailed history of Hubbell Strickland Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Hubbell Strickland Wealth Management, LLC holds 53,805 shares of SGOV stock, worth $5.39 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
53,805
Previous 56,607 4.95%
Holding current value
$5.39 Million
Previous $5.7 Million 4.93%
% of portfolio
2.62%
Previous 2.87%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$100.3 - $100.74 $281,040 - $282,273
-2,802 Reduced 4.95%
53,805 $5.42 Million
Q2 2024

Jul 16, 2024

BUY
$100.29 - $100.75 $136,795 - $137,423
1,364 Added 2.47%
56,607 $5.7 Million
Q1 2024

Apr 18, 2024

BUY
$100.29 - $100.71 $55,460 - $55,692
553 Added 1.01%
55,243 $5.56 Million
Q4 2023

Jan 16, 2024

BUY
$100.05 - $100.73 $191,695 - $192,998
1,916 Added 3.63%
54,690 $5.48 Million
Q3 2023

Oct 18, 2023

BUY
$100.2 - $100.67 $71,041 - $71,375
709 Added 1.36%
52,774 $5.31 Million
Q2 2023

Jul 12, 2023

BUY
$100.18 - $100.63 $177,318 - $178,115
1,770 Added 3.52%
52,065 $5.24 Million
Q1 2023

Apr 13, 2023

BUY
$100.08 - $100.58 $645,816 - $649,042
6,453 Added 14.72%
50,295 $5.06 Million
Q4 2022

Jan 17, 2023

BUY
$99.97 - $100.37 $4.38 Million - $4.4 Million
43,842 New
43,842 $0

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
Track This Portfolio

Track Hubbell Strickland Wealth Management, LLC Portfolio

Follow Hubbell Strickland Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hubbell Strickland Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hubbell Strickland Wealth Management, LLC with notifications on news.