Strategic Wealth Partners, Ltd. Ishares Trishares 0 3 Mnth Tre Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 7,444 shares of SGOV stock, worth $748,866. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,444

Previous 7,835 4.99%

Holding current value

$748,866

Previous $789,000 5.45%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$100.16 - $100.7 $39,162 - $39,373	-391 Reduced 4.99%	7,444 $746,000
Q3 2024 Oct 08, 2024	SELL	$100.3 - $100.74 $116,648 - $117,160	-1,163 Reduced 12.93%	7,835 $789,000
Q2 2024 Oct 08, 2024	SELL	$100.29 - $100.75 $28,582 - $28,713	-285 Reduced 3.07%	8,998 $906,000
Q1 2024 May 20, 2024	SELL	$100.29 - $100.71 $248,518 - $249,559	-2,478 Reduced 21.07%	9,283 $934,000
Q4 2023 May 20, 2024	SELL	$100.05 - $100.73 $228,013 - $229,563	-2,279 Reduced 16.23%	11,761 $1.18 Million
Q3 2023 May 20, 2024	BUY	$100.2 - $100.67 $565,328 - $567,980	5,642 Added 67.18%	14,040 $1.41 Million
Q2 2023 May 20, 2024	BUY	$100.18 - $100.63 $424,663 - $426,570	4,239 Added 101.92%	8,398 $845,000
Q1 2023 Apr 24, 2023	BUY	$100.08 - $100.58 $416,232 - $418,312	4,159 New	4,159 $418,000

Others Institutions Holding SGOV

# of Institutions

790

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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Strategic Wealth Partners, Ltd. Ishares Trishares 0 3 Mnth Tre Transaction History