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

Values First Advisors, Inc.

$169 Million
Q1 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 58,421 shares of SGOV stock, worth $5.86 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

58,421

Previous 57,546 1.52%

Holding current value

$5.86 Million

Previous $5.77 Million 1.96%

% of portfolio

3.47%

Previous 3.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

601

Shares Held

79.5M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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