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 39,719 shares of SGOV stock, worth $3.99 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
39,719
Previous 29,793 33.32%
Holding current value
$3.99 Million
Previous $3 Million 33.34%
% of portfolio
0.83%
Previous 0.63%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$100.37 - $100.74 $996,272 - $999,945
9,926 Added 33.32%
39,719 $4 Million
Q2 2025

Aug 13, 2025

BUY
$100.35 - $100.71 $213,745 - $214,512
2,130 Added 7.7%
29,793 $3 Million
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

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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