Wealth Shield Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,540 shares of SGOV stock, worth $154,446. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,540

Previous 1,221 26.13%

Holding current value

$154,446

Previous $122,000 27.05%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$100.3 - $100.74 $31,995 - $32,136	319 Added 26.13%	1,540 $155,000
Q1 2024 Apr 29, 2024	SELL	$100.29 - $100.71 $125,262 - $125,786	-1,249 Reduced 50.57%	1,221 $122,000
Q4 2023 Jan 23, 2024	SELL	$100.05 - $100.73 $2.71 Million - $2.73 Million	-27,121 Reduced 91.65%	2,470 $247,000
Q3 2023 Oct 25, 2023	BUY	$100.2 - $100.67 $2.69 Million - $2.71 Million	26,895 Added 997.59%	29,591 $2.98 Million
Q2 2023 Aug 03, 2023	SELL	$100.18 - $100.63 $3.5 Million - $3.51 Million	-34,906 Reduced 92.83%	2,696 $271,000
Q1 2023 May 08, 2023	BUY	$100.08 - $100.58 $3.76 Million - $3.78 Million	37,602 New	37,602 $3.78 Million
Q3 2021 Nov 12, 2021	SELL	$100.01 - $100.03 $55,005 - $55,016	-550 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$100.01 - $100.03 $55,005 - $55,016	550 New	550 $55,000

Others Institutions Holding SGOV

# of Institutions

709

Shares Held

91.6M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Wealth Shield Partners, LLC Ishares Trishares 0 3 Mnth Tre Transaction History