Modern Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,954 shares of SGOV stock, worth $699,085. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,954
Previous 3,617 92.26%
Holding current value
$699,085
Previous $364,000 192294.23%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$100.37 - $100.74 $334,934 - $336,169
3,337 Added 92.26%
6,954 $700 Million
Q2 2025

Aug 14, 2025
SELL
$100.35 - $100.71 $199,997 - $200,715
-1,993 Reduced 35.53%
3,617 $364,000
Q1 2025

May 30, 2025
SELL
$100.34 - $100.68 $100 - $100
-1 Reduced 0.02%
5,610 $564,000
Q1 2025

May 15, 2025
SELL
$100.34 - $100.68 $110,574 - $110,949
-1,102 Reduced 16.42%
5,611 $565 Million
Q4 2024

Feb 11, 2025
BUY
$100.16 - $100.7 $672,374 - $675,999
6,713 New
6,713 $674 Million

Others Institutions Holding SGOV

# of Institutions
1,067
Shares Held
180M
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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