Selective Wealth Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 308,388 shares of SGOV stock, worth $31 Million. This represents 12.53% of its overall portfolio holdings.

Number of Shares

308,388

Previous 250,275 23.22%

Holding current value

$31 Million

Previous $25.2 Million 22.73%

% of portfolio

12.53%

Previous 10.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$100.16 - $100.7 $5.82 Million - $5.85 Million	58,113 Added 23.22%	308,388 $30.9 Million
Q3 2024 Oct 09, 2024	BUY	$100.3 - $100.74 $6.71 Million - $6.74 Million	66,892 Added 36.48%	250,275 $25.2 Million
Q2 2024 Jul 10, 2024	BUY	$100.29 - $100.75 $1.73 Million - $1.74 Million	17,244 Added 10.38%	183,383 $18.5 Million
Q1 2024 Apr 11, 2024	BUY	$100.29 - $100.71 $2.79 Million - $2.81 Million	27,864 Added 20.15%	166,139 $16.7 Million
Q4 2023 Jan 05, 2024	BUY	$100.05 - $100.73 $2.78 Million - $2.8 Million	27,770 Added 25.13%	138,275 $13.9 Million
Q3 2023 Oct 10, 2023	BUY	$100.2 - $100.67 $5.61 Million - $5.64 Million	55,983 Added 102.68%	110,505 $11.1 Million
Q2 2023 Jul 11, 2023	BUY	$100.18 - $100.63 $2.03 Million - $2.04 Million	20,227 Added 58.98%	54,522 $5.49 Million
Q4 2022 Jan 23, 2023	BUY	$99.97 - $100.37 $2.23 Million - $2.24 Million	22,348 Added 187.06%	34,295 $0
Q3 2022 Oct 21, 2022	BUY	$100.03 - $100.27 $1.2 Million - $1.2 Million	11,947 New	11,947 $1.2 Million

Others Institutions Holding SGOV

# of Institutions

793

Shares Held

113M

Call Options Held

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
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Selective Wealth Management, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History