Financial Strategies Group, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Financial Strategies Group, Inc.

$436 Million
Q1 2025

A detailed history of Financial Strategies Group, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 27,663 shares of SGOV stock, worth $2.79 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

27,663

Previous 17,593 57.24%

Holding current value

$2.79 Million

Previous $1.76 Million 57.82%

% of portfolio

0.64%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	BUY	$100.34 - $100.68 $1.01 Million - $1.01 Million	10,070 Added 57.24%	27,663 $2.78 Million
Q4 2024 Jan 24, 2025	BUY	$100.16 - $100.7 $278,845 - $280,348	2,784 Added 18.8%	17,593 $1.76 Million
Q3 2024 Oct 31, 2024	SELL	$100.3 - $100.74 $322,564 - $323,979	-3,216 Reduced 17.84%	14,809 $1.49 Million
Q2 2024 Jul 17, 2024	BUY	$100.29 - $100.75 $890,775 - $894,861	8,882 Added 97.15%	18,025 $1.82 Million
Q1 2024 Apr 18, 2024	BUY	$100.29 - $100.71 $293,649 - $294,878	2,928 Added 47.11%	9,143 $920,000
Q4 2023 Jan 30, 2024	BUY	$100.05 - $100.73 $263,931 - $265,725	2,638 Added 73.75%	6,215 $623,000
Q3 2023 Oct 18, 2023	BUY	$100.2 - $100.67 $358,415 - $360,096	3,577 New	3,577 $360,000

Others Institutions Holding SGOV

# of Institutions

932

Shares Held

350M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Financial Strategies Group, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History