Switch Point Financial Planning, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Switch Point Financial Planning, LLC

$138 Billion
Q3 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 34,282 shares of SGOV stock, worth $3.45 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

34,282

Previous 28,295 21.16%

Holding current value

$3.45 Million

Previous $2.85 Billion 21.17%

% of portfolio

2.5%

Previous 2.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$100.37 - $100.74 $600,915 - $603,130	5,987 Added 21.16%	34,282 $3.45 Billion
Q2 2025 Aug 01, 2025	BUY	$100.35 - $100.71 $24,385 - $24,472	243 Added 0.87%	28,295 $2.85 Billion
Q1 2025 Apr 29, 2025	BUY	$100.34 - $100.68 $1.12 Million - $1.12 Million	11,157 Added 66.04%	28,052 $2.82 Billion
Q4 2024 Feb 11, 2025	BUY	$100.16 - $100.7 $1.69 Million - $1.7 Million	16,895 New	16,895 $1.69 Billion

Others Institutions Holding SGOV

# of Institutions

1,066

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
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Switch Point Financial Planning, LLC Ishares Trishares 0 3 Mnth Tre Transaction History