Great Valley Advisor Group, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Great Valley Advisor Group, Inc.

$3.84 Billion
Q3 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 12,998 shares of SGOV stock, worth $1.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,998

Previous 6,146 111.49%

Holding current value

$1.31 Million

Previous $618,000 111.81%

% of portfolio

0.03%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$100.3 - $100.74 $687,255 - $690,270	6,852 Added 111.49%	12,998 $1.31 Million
Q2 2024 Jul 16, 2024	BUY	$100.29 - $100.75 $175,808 - $176,614	1,753 Added 39.9%	6,146 $618,000
Q1 2024 May 03, 2024	SELL	$100.29 - $100.71 $36,806 - $36,960	-367 Reduced 7.71%	4,393 $442,000
Q4 2023 Feb 05, 2024	SELL	$100.05 - $100.73 $54,027 - $54,394	-540 Reduced 10.19%	4,760 $477,000
Q3 2023 Nov 06, 2023	BUY	$100.2 - $100.67 $531,060 - $533,551	5,300 New	5,300 $533,000

Others Institutions Holding SGOV

# of Institutions

708

Shares Held

91.1M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
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Great Valley Advisor Group, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History