Lantz Financial LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Lantz Financial LLC

$434 Million
Q4 2025

A detailed history of Lantz Financial LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Lantz Financial LLC holds 12,249 shares of SGOV stock, worth $1.23 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

12,249

Previous 19,500 37.18%

Holding current value

$1.23 Million

Previous $1.96 Million 37.29%

% of portfolio

0.28%

Previous 0.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$100.37 - $100.72 $727,782 - $730,320	-7,251 Reduced 37.18%	12,249 $1.23 Million
Q3 2025 Nov 05, 2025	SELL	$100.37 - $100.74 $1.03 Million - $1.04 Million	-10,308 Reduced 34.58%	19,500 $1.96 Million
Q2 2025 Jul 11, 2025	BUY	$100.35 - $100.71 $883,080 - $886,248	8,800 Added 41.89%	29,808 $3 Million
Q1 2025 Apr 08, 2025	BUY	$100.34 - $100.68 $765,393 - $767,987	7,628 Added 57.01%	21,008 $2.11 Million
Q4 2024 Jan 21, 2025	BUY	$100.16 - $100.7 $176,181 - $177,131	1,759 Added 15.14%	13,380 $1.34 Million

Q3 2024 Oct 15, 2024	SELL	$100.3 - $100.74 $330,588 - $332,039	-3,296 Reduced 22.1%	11,621 $1.17 Million
Q2 2024 Jul 10, 2024	BUY	$100.29 - $100.75 $588,702 - $591,402	5,870 Added 64.88%	14,917 $1.5 Million
Q1 2024 Apr 10, 2024	BUY	$100.29 - $100.71 $501,750 - $503,852	5,003 Added 123.71%	9,047 $911,000
Q4 2023 Jan 12, 2024	BUY	$100.05 - $100.73 $404,602 - $407,352	4,044 New	4,044 $405,000

Others Institutions Holding SGOV

# of Institutions

1,107

Shares Held

183M

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

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.

Account

Lantz Financial LLC Ishares Trishares 0 3 Mnth Tre Transaction History