Sowell Financial Services LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sowell Financial Services LLC holds 138,164 shares of SGOV stock, worth $13.9 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

138,164

Previous 89,943 53.61%

Holding current value

$13.9 Million

Previous $9.06 Million 53.0%

% of portfolio

0.75%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$100.16 - $100.7 $4.83 Million - $4.86 Million	48,221 Added 53.61%	138,164 $13.9 Million
Q3 2024 Oct 04, 2024	BUY	$100.3 - $100.74 $202,706 - $203,595	2,021 Added 2.3%	89,943 $9.06 Million
Q2 2024 Aug 13, 2024	BUY	$100.29 - $100.75 $36,505 - $36,673	364 Added 0.42%	87,922 $8.85 Million
Q1 2024 May 03, 2024	SELL	$100.29 - $100.71 $4.39 Million - $4.41 Million	-43,758 Reduced 33.32%	87,558 $8.82 Million
Q4 2023 Jan 24, 2024	BUY	$100.05 - $100.73 $7.27 Million - $7.32 Million	72,654 Added 123.85%	131,316 $13.2 Million
Q3 2023 Nov 08, 2023	SELL	$100.2 - $100.67 $1.35 Million - $1.36 Million	-13,503 Reduced 18.71%	58,662 $5.91 Million
Q2 2023 Aug 14, 2023	BUY	$100.18 - $100.63 $7.23 Million - $7.26 Million	72,165 New	72,165 $7.26 Million

Others Institutions Holding SGOV

# of Institutions

789

Shares Held

113M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Sowell Financial Services LLC Ishares Trishares 0 3 Mnth Tre Transaction History