United Advisor Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

United Advisor Group, LLC

$538 Million
Q2 2025

A detailed history of United Advisor Group, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, United Advisor Group, LLC holds 18,997 shares of SGOV stock, worth $1.91 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

18,997

Previous 26,495 28.3%

Holding current value

$1.91 Million

Previous $2.67 Million 28.31%

% of portfolio

0.36%

Previous 0.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$100.35 - $100.71 $752,424 - $755,123	-7,498 Reduced 28.3%	18,997 $1.91 Million
Q1 2025 Apr 21, 2025	BUY	$100.34 - $100.68 $1.28 Million - $1.28 Million	12,735 Added 92.55%	26,495 $2.67 Million
Q4 2024 Feb 24, 2025	BUY	$100.16 - $100.7 $673,175 - $676,804	6,721 Added 95.48%	13,760 $1.38 Million
Q3 2024 Oct 30, 2024	BUY	$100.3 - $100.74 $458,371 - $460,381	4,570 Added 185.1%	7,039 $708,000
Q2 2024 Aug 08, 2024	SELL	$100.29 - $100.75 $76,120 - $76,469	-759 Reduced 23.51%	2,469 $248,000
Q1 2024 May 14, 2024	BUY	$100.29 - $100.71 $323,736 - $325,091	3,228 New	3,228 $325,000

Others Institutions Holding SGOV

# of Institutions

973

Shares Held

390M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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United Advisor Group, LLC Ishares Trishares 0 3 Mnth Tre Transaction History