Kestra Private Wealth Services, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Kestra Private Wealth Services, LLC

  • $7.43 Billion
  • Q4 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 148,046 shares of SGOV stock, worth $14.9 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
148,046
Previous 106,711 38.74%
Holding current value
$14.9 Million
Previous $10.7 Million 38.51%
% of portfolio
0.2%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$100.37 - $100.72 $4.15 Million - $4.16 Million
41,335 Added 38.74%
148,046 $14.9 Million
Q3 2025

Nov 14, 2025
SELL
$100.37 - $100.74 $9.4 Million - $9.43 Million
-93,654 Reduced 46.74%
106,711 $10.7 Million
Q2 2025

Aug 07, 2025
BUY
$100.35 - $100.71 $921,012 - $924,316
9,178 Added 4.8%
200,365 $20.2 Million
Q1 2025

May 05, 2025
BUY
$100.34 - $100.68 $2.66 Million - $2.67 Million
26,553 Added 16.13%
191,187 $19.2 Million
Q4 2024

Jan 28, 2025
BUY
$100.16 - $100.7 $14.6 Million - $14.7 Million
145,814 Added 774.78%
164,634 $16.5 Million
Q3 2024

Nov 13, 2024
SELL
$100.3 - $100.74 $1.47 Million - $1.47 Million
-14,619 Reduced 43.72%
18,820 $1.9 Million
Q2 2024

Aug 12, 2024
BUY
$100.29 - $100.75 $1.77 Million - $1.78 Million
17,642 Added 111.68%
33,439 $3.37 Million
Q1 2024

May 02, 2024
BUY
$100.29 - $100.71 $276,098 - $277,254
2,753 Added 21.11%
15,797 $1.59 Million
Q4 2023

Feb 05, 2024
BUY
$100.05 - $100.73 $1.05 Million - $1.06 Million
10,503 Added 413.34%
13,044 $1.31 Million
Q3 2023

Nov 07, 2023
BUY
$100.2 - $100.67 $3,206 - $3,221
32 Added 1.28%
2,541 $255,000
Q2 2023

Aug 08, 2023
BUY
$100.18 - $100.63 $251,351 - $252,480
2,509 New
2,509 $252,000

Others Institutions Holding SGOV

# of Institutions
1,105
Shares Held
182M
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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