Talisman Wealth Advisors LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Talisman Wealth Advisors LLC

  • $96.1 Million
  • Q3 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 32,303 shares of SGOV stock, worth $3.24 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
32,303
Previous 36,571 11.67%
Holding current value
$3.24 Million
Previous $3.68 Million 11.68%
% of portfolio
3.38%
Previous 4.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$100.3 - $100.74 $428,080 - $429,958
-4,268 Reduced 11.67%
32,303 $3.25 Million
Q2 2024

Aug 14, 2024
BUY
$100.29 - $100.75 $1.15 Million - $1.16 Million
11,507 Added 45.91%
36,571 $3.68 Million
Q1 2024

May 15, 2024
BUY
$100.29 - $100.71 $1.26 Million - $1.26 Million
12,526 Added 99.9%
25,064 $2.52 Million
Q4 2023

Feb 13, 2024
BUY
$100.05 - $100.73 $1.02 Million - $1.03 Million
10,194 Added 434.9%
12,538 $1.26 Million
Q3 2023

Nov 13, 2023
BUY
$100.2 - $100.67 $234,868 - $235,970
2,344 New
2,344 $235,000

Others Institutions Holding SGOV

# of Institutions
709
Shares Held
91.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

SGOV Quotes by TradingView
  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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