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

Values First Advisors, Inc.

$179 Million
Q3 2025

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 31,746 shares of SGOV stock, worth $3.19 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

31,746

Previous 12,533 153.3%

Holding current value

$3.19 Million

Previous $1.26 Million 153.45%

% of portfolio

1.79%

Previous 0.71%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$100.37 - $100.74 $1.93 Million - $1.94 Million	19,213 Added 153.3%	31,746 $3.2 Million
Q2 2025 Jul 29, 2025	SELL	$100.35 - $100.71 $20,872 - $20,947	-208 Reduced 1.63%	12,533 $1.26 Million
Q1 2025 Apr 30, 2025	BUY	$100.34 - $100.68 $1,304 - $1,308	13 Added 0.1%	12,741 $1.28 Million
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

1,066

Shares Held

182M

Call Options Held

110K

Put Options Held

9.8K

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

More about SGOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Values First Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Values First Advisors, Inc. with notifications on news.

Account

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