Transform Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Transform Wealth, LLC holds 601,611 shares of SGOV stock, worth $60.6 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares

601,611

Previous 601,801 0.03%

Holding current value

$60.6 Million

Previous $60.4 Million 0.32%

% of portfolio

3.79%

Previous 3.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$100.34 - $100.68 $19,064 - $19,129	-190 Reduced 0.03%	601,611 $60.6 Million
Q4 2024 Jan 16, 2025	BUY	$100.16 - $100.7 $59.9 Million - $60.3 Million	598,451 Added 17864.21%	601,801 $60.4 Million
Q3 2024 Oct 15, 2024	SELL	$100.3 - $100.74 $10,030 - $10,074	-100 Reduced 2.9%	3,350 $337,000
Q2 2024 Jul 15, 2024	BUY	$100.29 - $100.75 $346,000 - $347,587	3,450 New	3,450 $347,000
Q3 2023 Oct 10, 2023	SELL	$100.2 - $100.67 $10.5 Million - $10.5 Million	-104,443 Reduced 94.42%	6,176 $621,000
Q2 2023 Jul 13, 2023	SELL	$100.18 - $100.63 $15.2 Million - $15.3 Million	-151,820 Reduced 57.85%	110,619 $11.1 Million
Q1 2023 Apr 14, 2023	BUY	$100.08 - $100.58 $26.3 Million - $26.4 Million	262,439 New	262,439 $26.4 Million

Others Institutions Holding SGOV

# of Institutions

798

Shares Held

116M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Transform Wealth, LLC Ishares Trishares 0 3 Mnth Tre Transaction History