Prosperity Planning, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Prosperity Planning, Inc.

$309 Million
Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Prosperity Planning, Inc. holds 13,073 shares of SGOV stock, worth $1.31 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

13,073

Previous 10,617 23.13%

Holding current value

$1.31 Million

Previous $1.07 Million 23.11%

% of portfolio

0.43%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$100.3 - $100.74 $246,336 - $247,417	2,456 Added 23.13%	13,073 $1.32 Million
Q2 2024 Jul 23, 2024	BUY	$100.29 - $100.75 $479,887 - $482,088	4,785 Added 82.05%	10,617 $1.07 Million
Q1 2024 Apr 15, 2024	SELL	$100.29 - $100.71 $643,962 - $646,658	-6,421 Reduced 52.4%	5,832 $587,000
Q4 2023 Feb 05, 2024	SELL	$100.05 - $100.73 $199,799 - $201,157	-1,997 Reduced 14.01%	12,253 $1.23 Million
Q3 2023 Oct 24, 2023	SELL	$100.2 - $100.67 $495,088 - $497,410	-4,941 Reduced 25.75%	14,250 $1.43 Million
Q2 2023 Jul 13, 2023	SELL	$100.18 - $100.63 $341,413 - $342,947	-3,408 Reduced 15.08%	19,191 $1.93 Million
Q1 2023 Apr 13, 2023	BUY	$100.08 - $100.58 $2.26 Million - $2.27 Million	22,599 New	22,599 $2.27 Million

Others Institutions Holding SGOV

# of Institutions

709

Shares Held

91.6M

Call Options Held

Put Options Held

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 Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Account

Prosperity Planning, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History