M. Kulyk & Associates, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

M. Kulyk & Associates, LLC

$446 Million
Q4 2024

A detailed history of M. Kulyk & Associates, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, M. Kulyk & Associates, LLC holds 236,363 shares of SGOV stock, worth $23.8 Million. This represents 5.32% of its overall portfolio holdings.

Number of Shares

236,363

Previous 257,278 8.13%

Holding current value

$23.8 Million

Previous $25.9 Million 8.5%

% of portfolio

5.32%

Previous 5.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$100.16 - $100.7 $2.09 Million - $2.11 Million	-20,915 Reduced 8.13%	236,363 $23.7 Million
Q3 2024 Nov 07, 2024	BUY	$100.3 - $100.74 $10.9 Million - $10.9 Million	108,687 Added 73.15%	257,278 $25.9 Million
Q2 2024 Aug 05, 2024	SELL	$100.29 - $100.75 $11 Million - $11 Million	-109,192 Reduced 42.36%	148,591 $15 Million
Q1 2024 May 09, 2024	BUY	$100.29 - $100.71 $17.2 Million - $17.3 Million	171,458 Added 198.62%	257,783 $26 Million
Q4 2023 Feb 08, 2024	BUY	$100.05 - $100.73 $8.64 Million - $8.7 Million	86,325 New	86,325 $8.66 Million

Others Institutions Holding SGOV

# of Institutions

797

Shares Held

113M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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M. Kulyk & Associates, LLC Ishares Trishares 0 3 Mnth Tre Transaction History