Fiduciary Group LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Fiduciary Group LLC

$1.11 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$100.03 - $100.27 $217,265 - $217,786	2,172 New	2,172 $218,000

Others Institutions Holding SGOV

# of Institutions

1,067

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

About ISHARES TRISHARES 0-3 MNTH TRE

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