A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 3,724 shares of SGOV stock, worth $374,299. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,724
Previous 10,863 65.72%
Holding current value
$374,299
Previous $1.09 Million 65.72%
% of portfolio
0.01%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$100.3 - $100.74 $716,041 - $719,182
-7,139 Reduced 65.72%
3,724 $375,000
Q2 2024

Aug 02, 2024

SELL
$100.29 - $100.75 $6.33 Million - $6.36 Million
-63,105 Reduced 85.31%
10,863 $1.09 Million
Q1 2024

May 13, 2024

SELL
$100.29 - $100.71 $18 Million - $18.1 Million
-179,272 Reduced 70.79%
73,968 $7.45 Million
Q4 2023

Feb 08, 2024

BUY
$100.05 - $100.73 $17.7 Million - $17.8 Million
177,060 Added 232.42%
253,240 $25.4 Million
Q3 2023

Oct 05, 2023

BUY
$100.2 - $100.67 $6.71 Million - $6.74 Million
66,923 Added 722.94%
76,180 $7.67 Million
Q2 2023

Jul 19, 2023

SELL
$100.18 - $100.63 $12.5 Million - $12.5 Million
-124,479 Reduced 93.08%
9,257 $931,000
Q1 2023

Apr 25, 2023

BUY
$100.08 - $100.58 $36,429 - $36,611
364 Added 0.27%
133,736 $13.5 Million
Q4 2022

Jan 11, 2023

BUY
$99.97 - $100.37 $12.9 Million - $13 Million
129,537 Added 3377.76%
133,372 $0
Q3 2022

Oct 19, 2022

BUY
$100.03 - $100.27 $1,200 - $1,203
12 Added 0.31%
3,835 $385,000
Q2 2022

Jul 08, 2022

BUY
$100.02 - $100.12 $382,376 - $382,758
3,823 New
3,823 $382,000

Others Institutions Holding SGOV

About ISHARES TRISHARES 0-3 MNTH TRE


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