Polen Capital Ishares Trishares 0 3 Mnth Tre Transaction History

Polen Capital Management LLC

$37 Billion
Q4 2024

A detailed history of Polen Capital (Polen Capital Management LLC) transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Polen Capital Management LLC holds 5,569 shares of SGOV stock, worth $559,350. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,569

Previous 18,526 69.94%

Holding current value

$559,350

Previous $1.87 Million 70.08%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$100.16 - $100.7 $1.3 Million - $1.3 Million	-12,957 Reduced 69.94%	5,569 $558,000
Q3 2024 Nov 13, 2024	BUY	$100.3 - $100.74 $821,657 - $825,262	8,192 Added 79.27%	18,526 $1.87 Million
Q2 2024 Aug 12, 2024	BUY	$100.29 - $100.75 $687,889 - $691,044	6,859 Added 197.38%	10,334 $1.04 Million
Q1 2024 May 10, 2024	SELL	$100.29 - $100.71 $153,443 - $154,086	-1,530 Reduced 30.57%	3,475 $349,000
Q4 2023 Feb 13, 2024	BUY	$100.05 - $100.73 $500,750 - $504,153	5,005 New	5,005 $501,000

Others Institutions Holding SGOV

# of Institutions

777

Shares Held

108M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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