Fermata Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Fermata Advisors, LLC

  • $510 Million
  • Q4 2024

A detailed history of Fermata Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Fermata Advisors, LLC holds 6,177 shares of SGOV stock, worth $620,788. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,177
Previous 9,607 35.7%
Holding current value
$620,788
Previous $967,000 35.99%
% of portfolio
0.12%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$100.16 - $100.7 $343,548 - $345,401
-3,430 Reduced 35.7%
6,177 $619,000
Q3 2024

Oct 09, 2024
SELL
$100.3 - $100.74 $21.1 Million - $21.2 Million
-210,322 Reduced 95.63%
9,607 $967,000
Q2 2024

Jul 12, 2024
BUY
$100.29 - $100.75 $21.7 Million - $21.8 Million
216,703 Added 6717.39%
219,929 $22.1 Million
Q1 2024

Apr 12, 2024
BUY
$100.29 - $100.71 $323,535 - $324,890
3,226 New
3,226 $324,000

Others Institutions Holding SGOV

# of Institutions
781
Shares Held
112M
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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