Position history for D.A. DAVIDSON & CO.'s holdings in ISHARES TR
D.A. DAVIDSON & CO. holds 618,514 shares of SGOV (ISHARES TR), worth $62.1M as of 2025-Q4. The position was increased (++13.1% shares). SGOV represents 0.4% of D.A. DAVIDSON & CO.'s portfolio.
Current Value
$62.1M
Current Shares
618,514
Total Value Change
+$62.1M
Total Shares Change
+618,514
Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC
Increased |
| 618,514 |
+13.1% |
| $62.1M |
| 0.4% |
| $100.06 |
40 |
| 2025-Q3 | Increased | 546,955 | +7.6% | $55.1M | 0.4% | $99.07 | 38 |
| 2025-Q2 | New | 508,187 | - | $51.2M | 0.4% | $98.01 | 49 |
| 2024-Q4 | Exited | 0 | -100.0% | $0 | 0.0% | $95.97 | 0 |
| 2024-Q3 | New | 2,231 | - | $224,706 | 0.0% | $94.86 | 32 |
| 2024-Q2 | Exited | 0 | -100.0% | $0 | 0.0% | $93.60 | 0 |