A detailed history of Meridian Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 25,371 shares of SGOV stock, worth $2.55 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
25,371
Previous 21,484 18.09%
Holding current value
$2.55 Million
Previous $2.16 Million 18.08%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 04, 2025

BUY
$100.37 - $100.74 $390,138 - $391,576
3,887 Added 18.09%
25,371 $2.55 Million
Q2 2025

Aug 08, 2025

BUY
$100.35 - $100.71 $501,448 - $503,247
4,997 Added 30.31%
21,484 $2.16 Million
Q1 2025

May 12, 2025

SELL
$100.34 - $100.68 $6,120 - $6,141
-61 Reduced 0.37%
16,487 $1.66 Million
Q4 2024

Feb 06, 2025

BUY
$100.16 - $100.7 $442,406 - $444,791
4,417 Added 36.41%
16,548 $1.66 Million
Q3 2024

Nov 12, 2024

BUY
$100.3 - $100.74 $211,532 - $212,460
2,109 Added 21.04%
12,131 $1.22 Million
Q2 2024

Aug 08, 2024

BUY
$100.29 - $100.75 $1.01 Million - $1.01 Million
10,022 New
10,022 $1.01 Million
Q4 2023

Feb 08, 2024

BUY
$100.05 - $100.73 $103,151 - $103,852
1,031 Added 26.23%
4,961 $497,000
Q3 2023

Oct 17, 2023

BUY
$100.2 - $100.67 $112,624 - $113,153
1,124 Added 40.06%
3,930 $395,000
Q2 2023

Aug 02, 2023

BUY
$100.18 - $100.63 $49,388 - $49,610
493 Added 21.31%
2,806 $282,000
Q1 2023

May 12, 2023

BUY
$100.08 - $100.58 $231,485 - $232,641
2,313 New
2,313 $232,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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