Values First Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Values First Advisors, Inc.

$177 Million
Q4 2024

A detailed history of Values First Advisors, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Values First Advisors, Inc. holds 12,728 shares of SGOV stock, worth $1.28 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

12,728

Previous 15,363 17.15%

Holding current value

$1.28 Million

Previous $1.55 Million 17.52%

% of portfolio

0.72%

Previous 0.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$100.16 - $100.7 $263,921 - $265,344	-2,635 Reduced 17.15%	12,728 $1.28 Million
Q3 2024 Oct 23, 2024	SELL	$100.3 - $100.74 $4.39 Million - $4.41 Million	-43,776 Reduced 74.02%	15,363 $1.55 Million
Q2 2024 Jul 19, 2024	BUY	$100.29 - $100.75 $72,008 - $72,338	718 Added 1.23%	59,139 $5.96 Million
Q1 2024 Apr 23, 2024	BUY	$100.29 - $100.71 $87,753 - $88,121	875 Added 1.52%	58,421 $5.88 Million
Q4 2023 Jan 18, 2024	BUY	$100.05 - $100.73 $654,927 - $659,378	6,546 Added 12.84%	57,546 $5.77 Million
Q3 2023 Nov 08, 2023	SELL	$100.2 - $100.67 $25,751 - $25,872	-257 Reduced 0.5%	51,000 $5.13 Million
Q2 2023 Aug 02, 2023	BUY	$100.18 - $100.63 $5.11 Million - $5.13 Million	51,003 Added 20079.92%	51,257 $5.16 Million
Q1 2023 May 15, 2023	BUY	$100.08 - $100.58 $25,420 - $25,547	254 New	254 $25,000

Others Institutions Holding SGOV

# of Institutions

746

Shares Held

101M

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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Values First Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History