J.W. Cole Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 71,234 shares of SGOV stock, worth $7.17 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

71,234

Previous 53,349 33.52%

Holding current value

$7.17 Million

Previous $5.35 Million 34.01%

% of portfolio

0.23%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$100.34 - $100.68 $1.79 Million - $1.8 Million	17,885 Added 33.52%	71,234 $7.17 Million
Q4 2024 Jan 30, 2025	BUY	$100.16 - $100.7 $18,729 - $18,830	187 Added 0.35%	53,349 $5.35 Million
Q3 2024 Oct 24, 2024	BUY	$100.3 - $100.74 $768,197 - $771,567	7,659 Added 16.83%	53,162 $5.35 Million
Q2 2024 Aug 08, 2024	BUY	$100.29 - $100.75 $1.05 Million - $1.06 Million	10,476 Added 29.91%	45,503 $4.58 Million
Q1 2024 Apr 30, 2024	BUY	$100.29 - $100.71 $707,044 - $710,005	7,050 Added 25.2%	35,027 $3.53 Million
Q4 2023 Jan 31, 2024	BUY	$100.05 - $100.73 $584,992 - $588,968	5,847 Added 26.42%	27,977 $2.81 Million
Q3 2023 Oct 24, 2023	BUY	$100.2 - $100.67 $1.13 Million - $1.14 Million	11,316 Added 104.64%	22,130 $2.23 Million
Q2 2023 Jul 27, 2023	BUY	$100.18 - $100.63 $725,203 - $728,460	7,239 Added 202.49%	10,814 $1.09 Million
Q1 2023 May 03, 2023	BUY	$100.08 - $100.58 $357,786 - $359,573	3,575 New	3,575 $359,000

Others Institutions Holding SGOV

# of Institutions

925

Shares Held

349M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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J.W. Cole Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History