A detailed history of Root Financial Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Root Financial Partners, LLC holds 68,324 shares of SGOV stock, worth $6.87 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
68,324
Previous 29,832 129.03%
Holding current value
$6.87 Million
Previous $3 Billion 129.05%
% of portfolio
0.42%
Previous 0.29%

Shares

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

Oct 29, 2025

BUY
$100.37 - $100.74 $3.86 Million - $3.88 Million
38,492 Added 129.03%
68,324 $6.88 Billion
Q2 2025

Aug 11, 2025

SELL
$100.35 - $100.71 $1.05 Million - $1.05 Million
-10,463 Reduced 25.97%
29,832 $3 Billion
Q1 2025

Apr 24, 2025

SELL
$100.34 - $100.68 $518,256 - $520,012
-5,165 Reduced 11.36%
40,295 $4.06 Billion
Q4 2024

Jan 29, 2025

BUY
$100.16 - $100.7 $1.65 Million - $1.66 Million
16,490 Added 56.92%
45,460 $4.56 Billion
Q3 2024

Oct 31, 2024

BUY
$100.3 - $100.74 $598,490 - $601,115
5,967 Added 25.94%
28,970 $2.92 Billion
Q2 2024

Aug 02, 2024

BUY
$100.29 - $100.75 $65,689 - $65,991
655 Added 2.93%
23,003 $2.32 Billion
Q1 2024

Apr 24, 2024

BUY
$100.29 - $100.71 $533,041 - $535,273
5,315 Added 31.2%
22,348 $2.25 Billion
Q4 2023

Jan 29, 2024

BUY
$100.05 - $100.73 $553,776 - $557,540
5,535 Added 48.14%
17,033 $1.71 Billion
Q3 2023

Oct 19, 2023

SELL
$100.2 - $100.67 $21,242 - $21,342
-212 Reduced 1.81%
11,498 $1.16 Billion
Q2 2023

Jul 26, 2023

BUY
$100.18 - $100.63 $1.17 Million - $1.18 Million
11,710 New
11,710 $1.18 Billion

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


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