Mowery & Schoenfeld Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$51.4 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$100.3 - $100.74 $133,399 - $133,984	-1,330 Reduced 84.66%	241 $24.3 Million
Q2 2024 Aug 14, 2024	BUY	$100.29 - $100.75 $28,682 - $28,814	286 Added 22.26%	1,571 $158 Million
Q1 2024 May 14, 2024	BUY	$100.29 - $100.71 $17,651 - $17,724	176 Added 15.87%	1,285 $129 Million
Q4 2023 May 14, 2024	BUY	$100.05 - $100.73 $110,955 - $111,709	1,109 New	1,109 $111 Million

Others Institutions Holding SGOV

# of Institutions

806

Shares Held

116M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.23M
Shares

$526 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

4.24M
Shares

$426 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

3.24M
Shares

$325 Million
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

3.05M
Shares

$307 Million
0.65% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.14M
Shares

$215 Million
0.08% of portfolio

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 Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Account