Williams Financial, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Williams Financial, LLC

$96.9 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$99.97 - $100.37 $9.6 Million - $9.64 Million	95,995 New	95,995 $0

Others Institutions Holding SGOV

# of Institutions

1,068

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

Bank Of America Corp Charlotte, NC

9.88M
Shares

$994 Million
0.07% of portfolio
Potomac Fund Management Inc /Adv Miami, FL

9.35M
Shares

$940 Million
39.88% of portfolio
Morgan Stanley New York, NY

8.25M
Shares

$830 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

7.9M
Shares

$794 Million
0.25% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.62M
Shares

$263 Million
0.09% of portfolio

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